Fulcrum Asset Management
Neel Patel is a finance professional with a background in client reporting and product specialization. Currently serving as a Product Specialist Associate at Fulcrum Asset Management since July 2021, Neel has also held roles as a Client Reporting Associate and Client Reporting Analyst within the same organization. Prior experience includes a position in Client Services at Fidelity International from June 2019 to March 2020. Neel Patel obtained a Bachelor of Science degree in Mathematics for Finance and Management from the University of Portsmouth between 2015 and 2018.
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Fulcrum Asset Management
Fulcrum Asset Management is an independent investment manager with a global client base of institutions, wealth managers and private investors. At Fulcrum, our investment expertise is understanding the drivers of asset class returns and quantifying investment risk; we aim to maximise our advantage in capturing market movements through our research and rigorous investment techniques. Fulcrum’s investment process and philosophy is designed to deliver stable outcomes for investors regardless of the direction of global financial markets. Our investors access Fulcrum’s investment expertise through a range of multi-asset funds and portfolios which offer diversified, risk managed investments covering all of the major global liquid asset classes.