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Partha Das

Divisional Director - Investment Manager at RBC Brewin Dolphin
Intro Book
Partha Das, a seasoned investment professional, holds a Chartered Institute for Securities and Investment diploma and a Post Graduate Diploma in Management, with expertise in portfolio management, banking, and wealth management.
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Location
London, England, United Kingdom, GB
Languages
  • Hindi Native or bilingual proficiency
  • Bengali Native or bilingual proficiency
Skills
  • Portfolio Management
  • Banking
  • Relationship Management
  • Wealth Management
  • Retail Banking
  • Show all
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Bio

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Partha Das is a seasoned investment professional with a strong background in portfolio management, wealth management, and relationship building. A Chartered Member of the Chartered Institute for Securities and Investment, he holds a Post Graduate Diploma in Management from the Indian Institute of Planning and Management. Fluent in Hindi and Bengali, Partha has a proven track record of driving business growth and delivering exceptional client results across various financial institutions. As a Divisional Director - Investment Manager at RBC Brewin Dolphin, Partha oversees a team of investment managers and drives strategic initiatives to expand the firm's wealth management offerings. His expertise spans private banking, retail banking, and investments, with a strong focus on relationship management and team leadership. Throughout his career, Partha has worked with top-tier financial institutions, including Deutsche Bank, Kotak Mahindra Bank, and ICICI Bank, where he has developed a deep understanding of the financial services industry and a reputation for excellence in investment management.

Experience

  • RBC Brewin Dolphin
    • Divisional Director - Investment Manager
      • Jan 2024 - Present
  • Evelyn Partners
    • United Kingdom
    • Associate Director- Investment Manager
      • Aug 2014 - Jan 2024
      • United Kingdom
  • Deutsche Bank
    • United Kingdom
    • Private Wealth Management - Vice President
      • Jun 2014 - Jul 2014
      • United Kingdom
  • Kotak Mahindra Bank
    • Kolkata
    • Branch Head & Associate Vice President
      • Oct 2013 - May 2014
      • Kolkata
  • Kotak Mahindra UK Ltd
    • London, United Kingdom
    • Associate Vice President , Private Client
      • Jan 2011 - Sep 2013
      • London, United Kingdom

      Advising clients on Investment Mandate.

  • ICICI Bank
    • Relationship Manager, Global Private Client
      • Jul 2007 - Jan 2011

      Responsible for acquiring and managing portfolio of Private Clients.

    • Branch Manager
      • Jul 2009 - Jul 2010

      Performing the duel role Relationship Manager for Private Banking and Branch Manager for Harrow, UK.

  • ICICI Bank
    • Business Development Manager
      • Jul 2004 - Jul 2007

      Responsible for development of Retail and Business Banking Business market in UK. Networking with appropriate professionals and representing the bank within the wider community.

    • Branch Sales Manager
      • Apr 2002 - Jul 2004

      Responsible for sales target across all products of Bhubaneswar Branch. Recruitment, team management and training of Sales Executives / Business Development Executives / Market Research Executives.

  • ICICI Capital Services LTD
    • Bhubaneswar Area, India
    • Centre Manager
      • Feb 2001 - Apr 2002
      • Bhubaneswar Area, India

      Centre Manage of ICICI Capital centre at Bhubaneswar, India

  • R R Financial Consultant Ltd
    • Kolkata Area, India
    • Private Client Group
      • Jul 1999 - Feb 2001
      • Kolkata Area, India

      Sales and Distribution of Mutual funds, Bonds,corporate fixed deposits,Private Placement Bonds and Intial Public offer of shares.Managing portfolio of High Networth Clients

Education

  • 2011 - 2012
    Chartered Institute for Securities and Investment
  • 1997 - 1999
    Indian Institute of Planning and Management
  • University of Hyderabad
  • Utkal University

Suggested Services

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Industry Focus. “Financial Services”

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