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Angad Lota
I am a member of the Chartered Institute for Securities and Investment (CISI) and hold over eight years of experience within the asset management industry. I joined The Private Office (TPO) in 2019, following my time at OCM Wealth Management, where I spent over two years managing a diverse range of portfolios for private clients, trusts, bespoke unit trusts, and charities - both onshore and offshore.
Since joining TPO, I have played a key role in shaping the firm's investment proposition. I am an active voting member of the TPO Investment Committee (TPOIC) and am responsible for managing a broad suite of portfolios, including Active, Passive, Income, and ESG strategies across our investment propositions.
My work supports a consistent and robust investment framework aligned with client objectives and evolving market dynamics.
I have been recognised as a Citywire Next Generation Leader, highlighting my contribution to the future of wealth and investment management.
My Qualifications
- BA (Hons) Economics from the Nottingham Business School
- MSc Investment Analysis from Aston University Business School
- Member of the Chartered Insurance Institute (CII)
- Associate member of the Chartered Institute for Securities and Investments (CISI)
- Working towards Wealth Manager title with the CISI
What drives me?
When I'm not looking at the financial markets, I like to travel extensively, perusing my passion for motor sports and spending time with my family.
How do I help you?
- I specialise in economic theory to identify key macroeconomic events that shape the investable landscape
- I make key investment recommendations to the TPO Investment Committee to ensure our model portfolios are of the highest standard
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.