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Prasann Patel
Head Of Portfolio & Risk Management at Cross Asset Wealth Management Pty
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Work Experience
Head Of Portfolio & Risk Management
Nov 2018 - Present · 6 years and 1 months
Executive Director & Portfolio Manager
Jul 2003 - Present · 21 years and 5 months
Senior Project Manager
Jul 2001 - Jun 2003 · 1 years and 11 months
Company Details
Every successful endeavour originates from the inception of an idea... Your pursuit of financial success and stability is no exception. At our firm, we empower our valued clientele by providing them with invaluable guidance from seasoned professionals from both the institutional and private wealth sector. We meticulously design and tailor exclusive risk management and investment strategies that align with your unique objectives and circumstances. Through our esteemed global partnerships, we grant our clients unrivalled access to premier financial and risk management products and services. At the core of our approach lies the cultivation of enduring relationships, the recruitment of top talent, and meticulous execution focused on delivering optimal risk-adjusted returns. As discreet, highly skilled, and passionate global market portfolio managers and private wealth advisors, we are dedicated to helping you attain your objectives, be it in the domains of risk management, investment, finance, or philanthropy. Embark on our collaborative journey by initiating a meaningful conversation with our team.
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 29 Chifley Tower 2 Chifley Square Sydney, NSW 2000, AU
Keywords
Private BankingInvestment BankingAsset ManagementWealth ManagementBespokeCapital MarketsAdvicePhilanthropyFinanceInvesting
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