Downing
Sunil Patel is an experienced professional with a diverse background in client relationship management and operational support. Currently serving as an Operations Executive at Downing LLP since April 2020, Sunil specializes in KYC/AML investor applications and onboarding processes. Prior to this role, Sunil worked at Octopus Investments as a Direct Relationship Manager and Client Services Specialist, focusing on building client relationships and providing technical support for investment products. Sunil's earlier experience includes positions at Fidelity Worldwide Investment, Nationwide Building Society, and BT, where skills in customer service, account administration, and technical guidance were developed. Sunil holds a degree from Queen Mary University of London.
Downing
At Downing, they aim to make a difference in the lives of their investment community. They design & manage investment products that help investors look after their financial wellbeing, while their investment partnerships support businesses in their ambitions. So far, over 25,000 investors have been a part of what they do, and they are proud to have raised and invested over £1.7 billion into businesses that make a difference, including renewable energy, care homes, health clubs, and children's nurseries. Downing is authorized and regulated by the Financial Conduct Authority.