Pratik Patel FIA

Pratik is a senior investment consultant within our Investment Consulting practice. He started his career in 2006 and qualified as an actuary in 2010.

He has a wealth of experience, which includes advising a wide range of mainly DB and corporate clients, varying in size from £50m to over £10bn. Pratik has delivered strategic investment advice to several schemes sponsored by FTSE 100 companies, as well as working with non-associated multi employers and several well-known public sector clients. His clients operate under various governance structures and have different levels of investment complexity.

Pratik is passionate about building relationships based on understanding and trust, and many of his trustee appointments have spanned over a decade.

Significant experience

• Consulting with a range of stakeholders, including (professional) trustees, CFO, FDs, and HR professionals. In both the private and public sector.
• Helping clients develop, agree, and implement sustainable funding and investment strategies. Helping lead and bringing consensus to funding and investment negotiations.
• Advising on asset allocation, manager selection, implementation, and de-risking frameworks.
• Restructuring investment strategies including in LDI, equities, private markets, insurance-based solutions, and surplus targeting strategies.
• Transitioning strategies with the use of specialist transition managers and custodians.
• Appointing new fund managers across a range of asset classes - including using a public procurement process.
• Developing high performing teams, processes, and culture.

Other experience

• Developing ideas and propositions that help clients improve risk and/or return.
• Managing direct reports and teams, fostering a high-performance culture, and positively championing a fun, enjoyable and equitable working environment.
• Mentoring through Migrant Leaders.
• Co-opted governor at a local school.