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Alpesh Patel OBE

Alpesh Patel Reviews
Great Investments Programme

ALPESH PATEL · GREAT INVESTMENTS PROGRAMME

Our great reviews

The world's leading authority on online investing and trading. Hedge Fund CEO, International Best Selling Author, Trading TV Presenter.

43 client case studies · 8 video reviews · 22 industry endorsements · OBE · Former Visiting Fellow, Oxford

What GIP members say

Capital at risk. Past performance is not a guide to future returns. Individual experiences vary.

What is a private investing education worth?

Client stories

Daniel

Daniel Greineder’s five-star review of Alpesh Patel’s pension review and investment resources.

Stuart

Discover why investment psychology matters as much as choosing the right companies.

Peter

How Peter Jones found investment clarity with the Great Investments Programme

Paul

If you’re interested in investing and you want to take it seriously...

Chris

When I was 50 in 2013, I took that fork in the road. I doubled my ...

Tanja

Tanja is a Project Manager who had dabbled in investing...

Scott

Scott’s results—balancing his portfolio with 50% in ETFs and 50% in individual stocks

Mark

From the moment I started Alpesh’s programme, I could tell this was different.

Els

It’s been absolutely fantastic, and I can’t wait to expand...

Frode

I followed the course, and it works! Alpesh taught me how...

Robert

Robert Hanson on reducing anxiety and investing with clarity and confidence

Paul J

From day trading to a more strategic approach, Paul explains his experience with the Great Investments Programme.

Graham

Discover how Graham transformed pension anxiety into confidence through education.

Paresh

Discover how business owner Paresh Pau benefited from the Great Investments Programme.

Ravi

The money that I’ve made is a lot more than I’d have anticipated...

Jaap

Jaap (Jacob) had been a business consultant and is now retired...

Tazeen

Tazeen, a transformational life coach, was a stockbroker...

Kiran

Kiran joined Alpesh Patel’s Great Investments Programme (GIP) eager to elevate their investment knowledge.

Manoj

From 4–6% to 17% in a year—Manoj gained returns and confidence with Alpesh Patel’s GIP.

Faheem

I underestimated what I was getting. Now I’m able to employ...

Hitesh

It was quite a shock to the system, that if you invest it will...

Chris P

How investment education helped Chris Page build confidence and discipline.

David

Discover how education, mentoring and a long-term investing approach shaped his experience.

Ed

Ed's journey shows how taking time to learn helped him take greater control of his pension.

Hernit

Discover how Hernit Bhatia found clarity and confidence through the Programme.

Dipika

My journey has taken some time but I am now making regular profits and feel confident this is just the start

Howard

Howard is a semi-retired IT Business Consultant who had been...

Suren

Suren was initially hesitant about joining the programme

Keiron

Keiron, an investor with three years of experience in the GIP, has seen exceptional results

Barry

“Feels like family.” Barry found more than just investment insights with GIP

Alan

Alan had worked in the international telegraph service...

Derek

Derek, a Chartered Accountant and Operations Director...

Heena

Under the guidance of Alpesh Patel and his team, Heena began exploring a broader range of opportunities.

Dominic

Dominic shares how education helped him take greater control of his investments.

Viola

Discover how Viola Crosby, with no prior investing experience, grew her portfolio

Mike

My biggest success can be attributed to just one thing...

Steve

I recommend following Alpesh’s advice’, Steve says. Meanwhile...

Punit

Punit works in the financial services industry and originally...

DG

With Alpesh's one-on-one mentorship, DG made a remarkable transformation

Pravir

After discovering Alpesh’s material on TikTok, I was inspired to join the programme

Themis

Themis shifted from UK-focused investing to a US-based portfolio. The result?

Ario

Ario, an international compliance lawyer, started investing in 2000...

Dr Maulik

Dr Maulik, an NHS Physician, had never bought stocks or traded on the...

Industry endorsements

Dominique Dubois

Vice President, Banque Privée Edmond de Rothschild Europe

“Mr. Alpesh Patel was a guest speaker at Banque Privée Edmond de Rothschild Europe’s Annual Institutional Seminar, held in Luxembourg. His tailor-made presentation on the outlook for global markets was witty, informative, and extremely well received by the over 300 professionals present. We would highly recommend Mr. Patel as a speaker at any such event”

Sapna Kandukuri

Marketing Manager – LIFFE (World’s Second Largest Derivatives Exchange)

“Alpesh increasingly was the face of our launch of Universal Stock Futures. We worked with him for over a year and in all media from books to print articles to online weekly columns. He was excellent value for money and we renewed the contract until our objectives were reached of user uptake. The regard with which he is held in the industry and by the public meant LIFFE as the world's then second largest derivatives exchange were delighted to be Cobranded with Alpesh. His deep understanding of the private investor market meant we used him for strategic marketing consultancy advice too to hone our messaging. This proved invaluable. I highly recommend Alpesh; professional insightful impactful great value.”

Michael Foulkes

CEO, TD Waterhouse Europe

“Find out how one of the UK’s best known traders and broadcasters uses the wealth of information out there.”

Dan Maczulski

IG Index

“Genuinely attempts and succeeds in giving the tools to convert a private investor to a professional investor for today’s ‘Holy Grail’ obsessed market.”

Mark Slater

fmr MD Merrill Lynch

“The Mind of a Trader successfully captures the character of its subject, with Alpesh’s insightful commentary.”

Philip Hamsheir

BBC

“Seasoned traders and new investors alike will learn much from Alpesh Patel’s “no nonesense” guide to the industry”

Nathan Moss

COO Merrill Lynch HSBC

“The Internet Trading Course is the best guide of its kind to personal investing and will satisfy the beginner and the professional.”

Hans Georgeson

Director Barclays Stockbrokers

“Alpesh clearly brings to life the difference between what analysts and the media ‘spin’ and what you should trust.”

Baroness Verma

House of Lords

“Alpesh has wit, professionalism, humour, energy and above all a generous spirit that however busy his schedules are, Alpesh has hosted and supported me in numerous events. He has the ability to make each and every event from charity fundraisers to business awards a uniquely memorable experience. I am eternally grateful for his continued support.”

Ruchira Talwar

Barclays Wealth

“It was a pleasure having Alpesh speak at the annual Barclays Wealth and Investment Management Diwali event. He is by far one of the most talented speakers that I have come across to date. He has the gravitas and natural ability to captivate an audience and keep them engaged throughout; a gift that very few have. Despite his exemplary speaking abilities, what sets Alpesh out from the crowd is the sincerity that sits behind every word he delivers; an intangible quality that allows him to "hit a home run every time!”

Clive Cooke

CEO CityIndex

“Alpesh’s proven track record speaks for itself. Learning from him will help ordinary people match the results of market professionals.”

John Watson

Co-Chairman CNBC Arabia

“The lid of the traders’ black box has finally been well and truly removed.”

Ivan Schouker

CEO American Express Sharepeople

“Alpesh is a born authoritative commentator and always insightful news editorial contributor. I miss the time when his FT column on online investing was my incentive to buy the weekend edition.”

Peter Temple

Financial Times columnist

“…one of the savviest traders around. Read [Investing Unplugged] and you are guaranteed to be a better investor.”

Bharat Masrani

Vice Chairman TD Waterhouse Group

“The Internet Trading Course gives you an insight into making the markets work for you.”

Ivan Yip

Inward Investment Manager, UK Trade & Investment, British Consulate-General

“Alpesh is truly one of the best public speakers I have met. His speech is so powerful and grasps attention of the audiences every single moment. The content he delivered is unparalleled and is so distinctive that I saw a lot of audiences taking pictures on the slides. Alpesh really knows what the audiences need and expect and he is able to deliver them all!”

Peter Cruddas

Chairman CMC Group

“Alpesh’s insight to the markets and trading are a must read for traders of all levels including beginners, there is something for everyone.”

Polly Fergusson

Shares Magazine

“Takes a no-holds barred approach to uncovering stock market secrets, and searches for the truth that most financial TV coverage keeps well hidden…a brave guide that will help any stock market investor navigate the muddy waters of financial reporting – a sort of Columbo meets Warren Buffet.”

Bernard Oppetit

Chairman Centaurus Capital

“This is great. A magnificent job” [about Mind of a Trader by Alpesh Patel]”

Pat Arbor

Chairman of the Chicago Board of Trade

“Gets to the heart of the matter of trading by clearly elucidating the methodologies of successful trading strategies while capturing the ineffable ethos of singular, successful traders”

Thom Calandra

Editor in Chief, CBS MarketWatch

“Let this veteran trading warrior show you how to survive and thrive with his latest internet guide”

Craig Walling

CEO Charles Schwab Europe

“Insights into online trading from one of the leading authorities in the field.”

SOCIAL MEDIA REVIEWS

From the community

—

LinkedIn

“educational, thought provoking and inspiring.”
Matt Strong

 

“always inspired by your continued progress”
Adrian Mutton

 

“I love your content! Giving transparency to everyone about the world institutional finance, coupled with some banter for the haters”
Miles Mercury

 

“The content you provide is very valuable and insightful”
Bini Ghaffar

 

“amusing and the resources provided are very informative”
Vinay Patel

 

“Your views on the institutional investment space were enlightening”
Henry Wagstaff

 

“I’ve been watching your tiktok videos and have gotten so much value out of them. I’ve done due diligence on it and it’s all lining up.”
Heather Smith

 

“love what your doing on your social media. Please send my regards to this brilliant man”
Samuel allmett

 

TikTok

“Hey there, I'm a digital media marketer and social media manager in Nashville and just wanted to say thank you for your content! I've learned lots from you and I'm very thankful. Just wanted to say that.”
Jack Faulkner

 

“Hi Alpesh, thanks for accepting my request. I found you on tiktok a while ago and just wanted to say a massive thank you for all the resources you provide, they’ve been invaluable to me so far and i really appreciate you taking the time to do all of that.”
Daniel Dryden

 

“Thank you for connecting Alpesh! I love your content on TikTok - you are truly making a great impact on others by sharing your knowledge 👍”
Andrew Buchner

 

“Hi Alpesh I hope you’re well! I came across your content on TikTok and honestly, it’s fantastic. I’d love to connect and stay in the loop with your work. All the best”
Khalid Shah

 

“Hi Alpesh, I love your financial services and banking videos on TikTok. I would love to connect and follow as well as learn from your career journey. Thank you and all the best.”
Salmaan Saeed

 

“Saw you on tiktok. An inspiration.”
Will Niblett

 

About

ABOUT ALPESH

What I've done

—

Business voice • Government advisor • Entrepreneur/Investor

I am one of the world's leading authorities in investing globally and entrepreneurship; I am a CEO, an International best-selling Financial Times Author, TV presenter. Channel 4 TV called me the 'UK's best known online trader' and Financial Times said I am 'Top FTSE 100 forecaster'.

I know what makes companies successful and show people how to invest. The UK Prime Minister appointed me to advise on UK-India ties. For the UK Government, as their Dealmaker, I find exceptional tech entrepreneurs to solve the world's biggest problems. I am a former Visiting Fellow at Oxford University on Business and received the OBE in 2020 for services to the Economy and International Trade.

I am an FCA regulated fund manager in Private Equity/Hedge Fund.

My mission is to teach people to make money to solve big problems.

Download CV

Professional/Business

Co-Founder UK Chapter of world's largest entrepreneur mentoring organisation. (TiE.org). Barrister. Founder investing software, part of the award-winning UK's largest private investor software company.

Boards

formerly, Chatham House Council, United Nations Assoc (UK), ICICI Private Bank Division (advisory board)

Public Speaking

At over 500 conferences globally, including for Rothschilds, Foreign Office, Department for International Trade, London Business School, Barclays, PwC, Cap Gemini, on entrepreneurship, business leadership, fund raising, investing, government policy on trade.

Governmental

Dealmaker, UK Government, Dept for International Trade to source global tech companies to solve the world's biggest problems. I worked for US Congressman Eliot Engel, including speech writing and lobbying on counter-terrorism, appointed by UK Prime Minister to UK-India Roundtable. Advised Foreign Office, previously.

TV Presenter/Author

TV presenter with my show on Bloomberg TV on investing. Also formerly co-host on CNBC. Sky TV Newsbytes host - tech/politics show. A column in Financial Times on investing. BBC paper reviewer on global politics to a worldwide audience of around 300m. 18 books on investing, business including for women entrepreneurs. One was outselling Harry Potter for a while!

Academic

Former Visiting Fellow in Business, Corpus Christi College, Oxford. Degrees in Law (King's London) and Philosophy, Politics, Economics (Oxford). Lectured at University of International Business, Beijing. Annual lecture at Oxford University on Leadership.

Past/present clients

Goldman Sachs, Barclays, Merrill Lynch HSBC, American Express

Awards

Won competition in Financial Times to forecast FTSE 100 over 12 month period.

Business & Entrepreneurship

  • PRAEFINIUM PARTNERS, FOUNDER PRINCIPAL: Chairman, CEO of global venture capital / private equity asset management firm. 
  • HM GOVERNMENT DEPARTMENT FOR INTERNATIONAL TRADE, DEALMAKER  Sourcing technology and entrepreneurs from India/China, SE Asia, to solve the world’s biggest problems and do deals to HQ them in the UK. 
  • Developed vision, implemented strategy to secure, recruit, and retain tech-rich start-up investments into the UK and thereafter global exports by them through shaping deals with investors and corporations worldwide. 
  • Most senior member of a ten-strong team that delivered £1BN of investment to the UK since 2005. 
  • Responsible for developing key relationships for with ministers, global governments, trade bodies, senior civil servants and blue chip investors, to position the organisation as a voice of entrepreneurs on foremost economic, political issues to maximise its effectiveness, through technical knowledge of policy and building strong trusted relationships to manage strategic risks; receiving several awards for the work. 
  • CHATHAM HOUSE, INVESTMENT COMMITTEE: Advising on the allocation of funds for Chatham House, including investment strategy; having helped establish Chatham House Prize present by HM Queen.

Government Advisory & Entrepreneurship

  • NUMBER 10 ENTREPRENEURIAL ADVISORY GROUP MEMBER: Hand-selected by PM’s office; delivered instrumental advice and strategy to attract and retain overseas entrepreneurs, IP assets and investments. 
  • UK INDIA BUSINESS ANGELS NETWORK, CHAIRMAN: Achieved agreement from the Prime Minister to launch a UK India Business Angel initiative, which partners Indian and UK investors with British companies to promote UK inward investment by Indian companies. 
  • UK INDIA BUSINESS COUNCIL FOUNDING DIRECTOR: A UK-India government body, established to promote bi-lateral trade and growth. Member of Remuneration Committee. Board responsibilities include oversight of strategy, lobbying initiatives, governance and finances. Membership includes FTSE 100 companies. 
  • THE INDUS ENTREPRENEURS (TIE), UK CHAPTER CO-FOUNDER: Board Member of a global entrepreneur mentoring organisation with 57 chapters and 13,000 members across 14 countries. Responsible for strategy to recruit and retain FTSE 100, Dow 30, global business members including HSBC, Microsoft by engaging them with valuable programmes and building pride in the organisation.

Professional Experience

  • DEPT FOR INTL TRADE, UK GOVERNMENT: DEALMAKER 2005 - PRESENT Retained by UK Trade and Investment as part of an expert, senior team of Dealmakers. Contributes significant value to the UK economy, winning recognition within the Department; sourced and introduced early stage technology, IP and entrepreneurial talent from India, China and SE Asia, and also from US, EU, for UK HQs (special focus on women entrepreneurs).
  • Secured financing from major venture capital, private equity and angel investment groups to evolve and transform start-up businesses to multi-million-pound entities.  Contributed £1BN of inward investment / wealth creation into the UK as the longest serving and most senior member of a ten-person team, by driving engagement with business, converting leads into investment through deal making. 
  • Secured more than 80 high-growth businesses with a 90% survival rate; built exceptional relationships with global governments, ministers, trade bodies, diplomats, civil servants and entrepreneurs to achieve success.
  • PRAEFINIUM PARTNERS: CHAIRMAN | FOUNDING PRINCIPAL 2004 - PRESENT Launched fund management entity from initial acquisition; created business processes, infrastructure and growth strategy, with full compliance and regulatory authorisation in the UK, Luxemburg, Cyprus and Singapore. Developed the business to secure assets of €100M, with offices in UK, Singapore, Hungary and Germany. Help team set and achieve goals through mentoring and training.
  • ALPESH PATEL VENTURES LTD | TRADERMIND LTD: FOUNDER 1997 - PRESENT A high-profile past and present client list in 73 countries, including: American Express, Goldman Sachs, Lloyds Bank, Financial Times, Bloomberg, Barclays, Merrill Lynch HSBC, Charles Schwab, LIFFE, ICICI Bank, and E-Trade. Created a trustworthy personal brand as a global authority on fintech, investing, wealth management, entrepreneurship and business, as well as democratising investment by providing exceptional free education to create a society of global world-class investors.
  • ENTREPRENEURSHIP, BUSINESS AND GOVERNMENT ADVISOR:  ICICI Bank, Investment Advisory Committee to Private Banking Division: Advised on global economy and best products & funds for a global high net worth market for India’s largest bank. (2006-2010)  Member of the UK India Roundtable; advised Prime Ministers of both countries on building closer strategic ties, with initiatives becoming Government policy. (1999-2004) 
  • MEDIA AND TELEVISION:  Financial Times columnist, Bloomberg TV, CNBC Co-host: 200 columns published in the FT on global investing; winning FT award for most accurate FTSE predictor. Co-host Bloomberg TV on global business issues.  Authored a book that achieved #2 spot on Amazon, just behind Harry Potter.  Developed the lucrative financial section of Asian Voice as Consultant Editor; a leading weekly publication for UK Asian business. Created, editor of online trading sub-magazine within Shares magazine. 
  • ACADEMIC ADVISORY: Consults to university leadership / Boards and provides academic expertise to students.  King’s College, London, Principal’s Advisory Board Member 2008-  Chatham House (Royal Institute of International Affairs), Member of Council 2003-9  University of Luton, Governor and Member of the Strategic Planning & Finance Committee, 2004 – 2007  University of Reading, Board of Advisors, Centre for Entrepreneurship, 2002 – 2004  Oxford Business School Venture Fund, Member of the Executive Committee, 2004  Associateship of Kings College (AKC)

Education

  • Visiting Fellow, Business and Industry, Corpus Christi College, Oxford University, 2001 – 2002 MA, Philosophy, Politics & Economics, St. Anne’s College, Oxford University, 1995; Bursary internship to US Congress Called to Bar of England & Wales from Honourable Society of Lincoln’s Inn (1993) LLB (Hons) & Associateship, Kings College, London University, 1992

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Selected Speeches & Presentations

  • Investing in the UK – Qatar, Malaysia, Singapore, Hong Kong, South Korea, Shanghai, US, India 2005-2020
  • Global Entrepreneurs & How They Build Their Businesses, Kolkotta
  • How Global Entrepreneurs
  • Go Global From the UK, Singapore, Kuala Lumpur, Bangalore
  • Indo-British All Party Parliamentary Group, Panelist, UK,
  • Accompanied Minister, Department of Energy and Climate Change, Delhi, Lucknow, Punjab,
  • Department for International Development, UK Govt. (DFID), Panel Speech, London,
  • Banque Privee Edmond De Rothschild Europe, Shaping the Future, Speech, Luxembourg,
  • UK Trade & Investment, India Business Day Conference, Host,  Panel participation,
  • Belfast part of G8 event on inward investment,
  • House of Lords, to IT Ministry of Govt of Andhra Pradesh,
  • Imperial College, Business and Faith,
  • Imperial College, Breakfast speech with Jim O’Neill and Sir Paul Judge, Host,
  • Barclays Bank, Hindu Society Speech,
  • Raising Capital, Delhi for TIE,
  • Establishing businesses in the UK for UKTI/FCO, Kuala Lumpur & Singapore,
  • Keynote, Fund management and software innovation, Paris,
  • Keynote, Smart Investor Conference, Hong Kong, and Singapore
  • Keynote, KPMG, UK India Potential to UK Indian VIP Community,
  • Keynote, UK-India Potential with Stephen Timms MP, Houses of Parliament,
  • Speech, All Party Parliamentary Small Business Group, UK Parliament,
  • Speech, Investing Globally through the UK in Budapest to Business School,
  • Keynote, American-European Investment Bankers Association Real Estate Conference, Mumbai,
  • Launch Host, Finance Business Insurance Magazine, Houses of Parliament,
  • Talk, All Party Small Business Group, Houses of Parliament,
  • Chairman, presentation session on entrepreneurship & UK-India Opportunities, Oxford Business School,
  • ‘Business Success’, to Investment Bankers in London: JP Morgan, Deutsche Bank, Merrill Lynch, Goldman Sachs,
  • ‘Market Outlook and Asian Business’, to Birmingham Businessmen, PwC,
  • ‘Women and Business’, Glasgow Chamber of Commerce,
  • UKTI, Consultation Presentation on Govt White Paper on Globalisation, Trade and Investment,
  • ‘Starting in business’, Senior Executives Programme, London Business School,
  • University of International Business, Beijing: ‘You didn’t know the UK leads Europe in IT?’,
  • Chinese Ministry of Foreign Trade, UK representative in Beijing at Asia-Europe New Economy and Trade Cooperation Symposium to chair sessions and speak on strategies to improve EU-ASEAN-China trade,
  • UK Foreign & Commonwealth Office and the Malaysian Foreign Office; UK representative at the Asia-Europe Young Leaders Symposium to recommend strategies for closer EU-Asia ties,
  • Indian High Commission, ‘The UK IT advantage and dangers of Indian IT complacency’, Nehru Centre London,
  • ‘Improving investment bank trader selection’, Centre for the Study of Financial Innovation

Voluntary Positions

  • Deputy Chairman, Millennium Gates commemorating the service of Commonwealth soldiers in the two World Wars (2015-present) and committee member (2010-2015)
  • Women Empowered, Champion, 2012- Present
  • Akshaya Patra Host Fundraiser; raised >£30k,
  • Entrepreneurship Advisory Committee member, King’s College London,
  • Principal’s Circle Donor: King’s College, London University
  • Oxford University Centre for Hindu Studies, Advisory Board, 2011- Present
  • Televised telethon for Akshaya Patra, Host; India school children feeding Programme,
  • Commonwealth Memorial Gates (Constitution Hill), Council Member
  • Co-host, dinner for HRH Duke of Edinburgh, Royal Society for Encouragement of Arts,
  • TiE, mentor to young entrepreneurs as part of TiE mentoring programme, 1999 – Present
  • Rowathon, Barclays Bank for RowForFreedom
  • City Hindu Network, Advisory Board
  • Barclays sponsorship, keynote speaker for British Asian Trust; funded book launch for Baroness Flather
  • Northwick Park Hospital, Golden Hearts Member; auction and charity dinner host with Attorney General,
  • Trustee, UnLtd (India); funding social entrepreneurship in India including charity auctions
  • Co-Chairman with Lord Bilimoria, Board of Advisors, Loomba Trust, major donor,
  • Pratham, children’s literacy charity, major donor
  • St Gemma’s Hospice, donor
  • Trustee GEN, India supporting healthcare in remote villages around Delhi,
  • United Nations Association Member; assisted corporate development to fund UNA to service
  • Fellow, Royal Society of Arts
  • Council Member, Royal Institute of International Affairs, Chatham House,

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Capital at risk. Past performance is not a guide to future returns. Reviews reflect individual experiences and are not a guarantee of future results. Education only, not personalised financial advice.

©2026 by Tradermind.com

©2026 by Tradermind.com

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