Profile
Mr. Kaushik Patel, CFA, is a Portfolio Manager & Executive Director at UBS Asset Management (UK) Ltd.
He is within the Indexing team, responsible for the day-to-day management of a number of passive equity portfolios.
He joined the firm in 2006.
He has over 21 years of investment industry experience.
Mr. Patel was a quantitative portfolio manager within the international equity team at JP Morgan Asset Management, where he was responsible for portfolio construction and stock selection.
He holds a BSc (Honors) in Management Sciences from The London School of Economics and is a Regular Member of the CFA Society of the UK and the CFA Institute.
Kaushik Patel active positions
Companies | Position | Start |
---|---|---|
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Portfolio Manager-Equities | 01/01/2006 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
UBS Asset Management (UK) Ltd.
UBS Asset Management (UK) Ltd. Investment ManagersFinance UBS Asset Management (UK) Ltd. (UBS-UK) is the Great Britain-based investment subsidiary of UBS Asset Management Holdings Ltd., itself a subsidiary of UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. Founded in 1981 as Phillips & Drew Investment Management Ltd., the firm merged with UBS Asset Management in 2000 to form UBS Asset Management Ltd., which became UBS Global Asset Management (UK) Ltd. in 2002. They changed their name to UBS Asset Management (UK) Ltd. in 2015. Headquartered in London, UBS-UK provides asset management services to corporate and public pension plans, sovereign institutions, endowments and municipalities, charities, insurance companies, wholesale intermediaries, financial institutions, and private clients. | Finance |
- Stock Market
- Insiders
- Kaushik Patel