Company

Barclays Private Bank

Position

Managing director

Index

UHNW Wealth Managers

Wealth Managers

Location

London

Advice type

Investment management

Client Types

Charities

Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Nandu Patel

Spear’s Review

Nandu Patel is known for his charity work, so he is well placed as the head of charities and asset consultant relationships at Barclays Private Bank. The firm is embedded in the charity sector and has over 60 years of experience in developing relationships with charities and non-profits.

Patel previously served as managing director at Rothschild & Co, where many of his clients were engaged with the subject of socially responsible investments. Patel says: ‘Charities’ investment managers need to be even more active on ESG matters, as well as documenting their voting decisions.’

Rank: Recommended

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