Niral Parekh

Niral Parekh, CFA has a diverse and extensive work experience in the financial services industry. Niral is currently the Managing Director of Financial Planning at atomos wealth, where they oversee the division's P&L, ensures compliance, and prioritizes employee well-being and career development. Prior to this role, they served as the COO of atomos wealth, where they were responsible for proposition, business model design, strategy and delivery, service design, digital strategy, client services, data analytics, operations, and transformation.

Niral also worked as a Strategic Advisor at Oaktree Capital Management, L.P., an investment management firm. Before that, they were the Head of Retail Asset & Wealth Management at Capco, where they led the redesign of the proposition, business, and operating models for firms in the retail advice, private banking, and investment sector. Niral also served as a client partner for a global private bank, overseeing proposition rollout, digital strategy, execution, regulatory compliance, and agile delivery.

Earlier in their career, Niral was the Head of Product Proposition and Director of Corporate Strategy at Tilney Group, driving the redesign of product proposition, pricing segmentation, customer segmentation, and client service. Niral also led the product and pricing strategy for discretionary and advisory investment management areas.

Before joining Tilney Group, Niral worked at Ernst & Young as a Financial Services Manager in Asset & Wealth Management, where they led various business strategy and transformation programs. Niral also contributed to practice development, business development, and the delivery of unique solutions for the Private Equity Business Advisory and Wealth & Asset Management Practice.

Niral's career started at Deloitte Consulting, where they worked as a Consultant, specializing in financial services.

Niral Parekh, CFA holds a Master of Business Administration (M.B.A.) degree in Finance, General from the London Business School, which was completed from 2013 to 2015. Prior to this, they obtained a Bachelor of Science (B.S.) degree in Business Administration and Management, General from Babson College, graduating in 2005.