Patrick Tate

Patrick Tate, CFA, is an accomplished Investment Manager at Cazenove Capital since February 2020, specializing in fund research across various regions. Prior to this role, Patrick served as an Investment Analyst at Saunderson House for five years, focusing on UK equity and global fixed income investment analysis, fund selection, and asset allocation, while also producing detailed market outlooks and performance commentaries. Earlier experience includes a Financial Analyst position at QBE European Operations, where Patrick managed a £30 million project portfolio and developed financial models for project performance analysis. Patrick holds a Bachelor of Science (Hons) in Mathematics with Economics from the University of Exeter and successfully completed Level III of the CFA Program between 2016 and 2018.