Samir Patel

Samir Patel has extensive work experience in the legal and compliance field. Samir began their career as a Trainee Solicitor at Allen & Overy, where they advised corporate trustees and drafted relevant documents for capital market transactions. Samir then worked as an Associate Counsel, focusing on bond issues and debt restructuring.

After their time at Allen & Overy, Samir held various roles in the investment management industry. Samir worked as a Legal Counsel at Schroder Investment Management, where they supported the UK institutional business and collaborated with portfolio managers and client relations teams. Samir then joined AXA Investment Managers as a Legal Adviser, before moving to Janus Capital Group, where they served as a Senior Legal Counsel for six years.

In 2011, Samir joined Goldman Sachs Asset Management as a Legal Counsel for a contract role, and then transitioned to Fidelity Investments as a Vice President and Associate General Counsel. Samir subsequently worked at AB as the Head of Institutional Legal, Senior Vice President, where they managed a team and provided legal support for the asset management business in EMEA.

Samir continued their career at State Street as the Head of UK Compliance for State Street Global Advisors, before taking on a contract role as a MIFID2 Consultant at AB. Most recently, they have been working as the General Counsel at HANetf, where they manage the legal and compliance functions of the company, negotiates legal documentation, and addresses legal risks.

Overall, Samir Patel has demonstrated expertise in managing legal and compliance functions, negotiating agreements, addressing legal risks, and supporting asset management businesses.

Samir Patel's education history includes obtaining the Investment Management Certificate (IMC) from BPP Hyperion Training in the year 2000. Prior to that, they pursued a Diploma in Legal Practice at the College of Law, London from 1996 to 1997. Samir completed their undergraduate education at Queen Mary University of London, where they earned a LLB degree in Law from 1993 to 1996.