Patrick Tate, Cfa
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Patrick Tate, Cfa Email & Phone Number

Investment Manager at Cazenove Capital at Cazenove Capital
Location: Greater London, England, United Kingdom 3 work roles 4 schools
1 work email found @saundersonhouse.co.uk LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@saundersonhouse.co.uk
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Current company
Cazenove Capital
Role
Investment Manager at Cazenove Capital
Location
Greater London, England, United Kingdom
Company size
369 employees

Who is Patrick Tate, Cfa? Overview

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Quick answer

Patrick Tate, Cfa is listed as Investment Manager at Cazenove Capital at Cazenove Capital, a company with 369 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at saundersonhouse.co.uk and a matched LinkedIn profile for Patrick Tate, Cfa.

Patrick Tate, Cfa previously worked as Investment Manager at Cazenove Capital and Investment Analyst at Saunderson House. Patrick Tate, Cfa holds Bachelor Of Science (Hons), Mathematics With Economics, 2.1 from University Of Exeter.

Company email context

Email format at Cazenove Capital

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*@saundersonhouse.co.uk
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Profile bio

About Patrick Tate, Cfa

Patrick Tate, Cfa is a Investment Manager at Cazenove Capital at Cazenove Capital. He possess expertise in teamwork, communication, time management, microsoft office, project finance and 10 more skills.

Listed skills include Teamwork, Communication, Time Management, Microsoft Office, and 11 others.

Current workplace

Patrick Tate, Cfa's current company

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Cazenove Capital
Cazenove Capital
Investment Manager at Cazenove Capital
london, london, united kingdom
Website
cazenovecapital.com
Employees
369
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Company profile
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3 roles

Patrick Tate, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Manager

Current
Cazenove Capital

London

Patrick joined Cazenove Capital in 2020, having spent 5 years at Saunderson House as an Investment Analyst. He is an investment Manager and is a member of Cazenove’s investment team where he responsible for fund research across multiple regions. Patrick chairs both the Japanese and Asia & Emerging Market equity fund research groups, whilst also covering US.

Feb 2020 - Present

Investment Analyst

Saunderson House

Long Lane, London

  • Responsible for UK equity and global fixed income investment analysis, fund selection and asset allocation to these regions
  • Regularly meet UK equity and fixed income fund managers and produce buy/sell and updates notes for these funds
  • Write in-depth quarterly sector notes, monthly market outlook/review summaries, and fund performance commentaries for UK equities and fixed income
Feb 2015 - Jan 2020

Financial Analyst

Qbe European Operations

Leadenhall Street, London

  • Led a c£30m project portfolio month-end close process
  • Personally accountable for submitting month and year end accruals for 70 projects
  • Created a complex financial model that analyse each project’s forecast, payables and accruals, which I then used to form valuable management information. As a result, I am confident in using numerous Excel formulas and.
  • Assisted in tracking budgets and analysing costs and resources
  • Helped calibrate and monitor the blended day rate charged to both permanent and contractor resources
  • Built and rolled out a resource recharge model (c£700k of recharges to projects each month) to the whole of the IT and Change department
Aug 2013 - Jan 2015
Team & coworkers

Colleagues at Cazenove Capital

Other employees you can reach at cazenovecapital.com. View company contacts for 369 employees →

SE Sophie Ellicock-Williams Sophie Ellicock-Williams Colleague at Cazenove CapitalTheydon Bois, England, United Kingdom, United Kingdom View → DB Daniel Buckland Daniel Buckland Colleague at Cazenove CapitalUnited Kingdom, United Kingdom View → AO Amy O'Sullivan Amy O'Sullivan Colleague at Cazenove CapitalGreater London, England, United Kingdom, United Kingdom View → BM Ben Minter Ben Minter Colleague at Cazenove CapitalLondon, England, United Kingdom, United Kingdom View → RO Richard Onslow Richard Onslow Colleague at Cazenove CapitalEdinburgh, Scotland, United Kingdom, United Kingdom View → MB Mike Bull Mike Bull Colleague at Cazenove CapitalGibraltar, Gibraltar View → DR Damian Robinson Damian Robinson Colleague at Cazenove CapitalLondon, England, United Kingdom, United Kingdom View → TH Terry Hearne Terry Hearne Colleague at Cazenove CapitalBasildon, England, United Kingdom, United Kingdom View → MT Matthew Taylor Matthew Taylor Colleague at Cazenove CapitalGreater London, England, United Kingdom, United Kingdom View → JB James Barker James Barker Colleague at Cazenove CapitalUnited Kingdom, United Kingdom View →
4 education records

Patrick Tate, Cfa education

Bachelor Of Science (Hons), Mathematics With Economics, 2.1

University Of Exeter

Activities and Societies: Golf, 6-a-side Football, Mathematics, Economics, Darts. Modules: First Year: Advanced Calculus, Vectors &.

Education record

Passed Level Iii Of The Cfa Program

A-Levels, Mathematics (A), Business Studies (B) And Sport Science (A)

The Sandon School Sixth Form (Essex)

Gcses: 10 (A*-B Grades Including Mathematics, English And Science)

The Sandon School (Essex)
FAQ

Frequently asked questions about Patrick Tate, Cfa

Quick answers generated from the profile data available on this page.

What company does Patrick Tate, Cfa work for?

Patrick Tate, Cfa works for Cazenove Capital.

What is Patrick Tate, Cfa's role at Cazenove Capital?

Patrick Tate, Cfa is listed as Investment Manager at Cazenove Capital at Cazenove Capital.

What is Patrick Tate, Cfa's email address?

AeroLeads has found 1 work email signal at @saundersonhouse.co.uk for Patrick Tate, Cfa at Cazenove Capital.

Where is Patrick Tate, Cfa based?

Patrick Tate, Cfa is based in Greater London, England, United Kingdom while working with Cazenove Capital.

What companies has Patrick Tate, Cfa worked for?

Patrick Tate, Cfa has worked for Cazenove Capital, Saunderson House, and Qbe European Operations.

Who are Patrick Tate, Cfa's colleagues at Cazenove Capital?

Patrick Tate, Cfa's colleagues at Cazenove Capital include Sophie Ellicock-Williams, Daniel Buckland, Amy O'Sullivan, Ben Minter, and Richard Onslow.

How can I contact Patrick Tate, Cfa?

You can use AeroLeads to view verified contact signals for Patrick Tate, Cfa at Cazenove Capital, including work email, phone, and LinkedIn data when available.

What schools did Patrick Tate, Cfa attend?

Patrick Tate, Cfa holds Bachelor Of Science (Hons), Mathematics With Economics, 2.1 from University Of Exeter.

What skills is Patrick Tate, Cfa known for?

Patrick Tate, Cfa is listed with skills including Teamwork, Communication, Time Management, Microsoft Office, Project Finance, Microsoft Excel, Logical Thinker, and Reliability.

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