Pratik Patel FIA

Principal and Senior Investment Consultant

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.


"Pratik is an unusual investment consultant. Like others, he is technically strong and is able to explain complex issues in layman’s terms. His special skill is a predisposition to understand what his clients need and to tailor his advice accordingly. He also has a very engaging smile!"
David P Kidd Independent Professional Trustee
"I have been a client of Pratik for more than a decade. His USP is an ability to present complex issues in a way which reflects the needs of the audience. This is particularly valuable when dealing with a diverse trustee board."
Alan Pickering Independent Trustee, Bestrustees


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