EN
Patrick O.

Patrick O.

Expert Trainer
Wealth Management
Real Estate Investment
Financial Planning
Estate Planning and Islamic Finance
حدد الموضوع المراد
COACHING
& MENTORING

عن المدرب

Patrick is a multi-jurisdictional financial planner and wealth manager, expert trainer, speaker and consultant with over 20 years of experience in a broad range of fields including Wealth Management, Real Estate and Islamic Finance. He is the founder of his own FCA regulated firm in London specializing in holistic wealth management and estate planning for high net worth individuals. He brings a global view to asset allocation which includes alternative assets such as real estate, structured investments and hedge funds. His approach incorporates leading technology to build, monitor and manage investment portfolios and deliver exceptional service to clients. This extends to structuring client assets, where wills, pensions, trusts and offshore structures play an integral role in intergenerational family wealth planning. In the UAE, he has successfully pioneered the opening of an Islamic window at Holborn Assets in Dubai covering the full remit of Islamic financial planning solutions including savings, takaful and investments. This was a challenging project which involved high level negotiations at CEO level to successfully conclude. He spearheaded financial education campaigns aimed at increasing awareness and promoting investment intelligence. He also played a key role in establishing Simply Ethical as a leader in the UK of Islamic wealth management solutions. He is the Founder of the Islamic Financial Education Initiative – IFEi, which aims at making Islamic financial knowledge more accessible to all. A key part of this was developing his own course Islamic Finance for Everyone (IFfE). His international approach to wealth management incorporates global real estate asset allocation. Synthesizing his financial, economic, investment and Islamic finance expertise has given him a holistic perspective on real estate analysis and investment. Running his own FCA regulated business in the UK he has extensive experience of analysis, evaluation and recommendation of real estate funds (regulated and unregulated) and structured real estate investments. He has played an advisory role in the structuring of real estate investments including sharia compliant debt and equity financing. He is founder of IFEi Property Hub which promotes global real estate education and innovative real estate investment solutions. As an instructor he brings his extensive finance and international markets experience to bring learning to life. He promotes a participative style of learning - encouraging discussion and questions allows for more effective learning, retention and application of knowledge. His wide breath of experience is enhanced by a strong academic rigour. In addition to his primary degree in Business and Japanese he holds 12 professional qualifications including advanced qualifications from the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI). These include International Investment and Wealth Management, Investment Portfolio Construction, Risk, Islamic Finance, Taxation and Trusts for which he has received numerous Merit and Distinction Awards. He plays an advisory role to the CISI on reviewing the content of their qualifications. His articles have appeared in leading publications and he is a regular guest lecturer at Universities and Associations.
Kristina Karadakova
مستشارنا التدريبي

التخصصات الرئيسية

1
Wealth Management
2
Real Estate Investment
3
Financial Planning
4
Estate Planning and Islamic Finance

تقييم الأفراد

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الدورات ذات الصلة

التعليمات

AR What language will the course be taught in and what level of English do I need to take part in an LEORON training program?
AR Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.
AR Are LEORON Public courses certified by an official body/organization?
AR LEORON Institute partners with 20+ international bodies and associations.We also award continuing professional development credits (CPE/PDUs) for:1. NASBA (National Association of State Boards of Accountancy) 2. Project Management Institute PDUs 3. CISI credits 4. GARP credits 5. HRCI recertification credits 6. SHRM recertification credits
AR What is the deadline for registering to a public course?
AR The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +91 4 95 5711 or [email protected]
AR What does the course fee cover?
AR The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.
AR Does LEORON give discounts?
AR Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.

التعليقات

  • عرض:
    AR IAMM Internal Audit Maturity Model
    AR In recognition of their dedication and contribution supporting IKEA Saudi Arabia in arranging training programs during 2017 & 2018, looking forward for more development and exciting effort this year. On behalf of IKEA Saudi Arabia, THANK YOU!
    Dalal Kutbi
  • عرض:
    AR Certified Professional in Quality and Patient Safety
    AR Dating back to 2014, Mobily’s “LEORON” experience has grown from a single collaboration to a long-term partnership. We consider “LEORON” Institute as a strategic partner, whose contribution has been nothing but premium in equipping our staff with field-based knowledge and information. Past three years have resulted with an expanded collaboration with superior customer service and support. Best Regards,
    Turki S. Alsahaan
  • عرض:
    AR Certified Professional in Quality and Patient Safety
    AR Since the partnership was signed between BAE Systems Saudi Development & Training and LEORON in 2017, we have been working together to offer the Saudi market a complete portfolio of training solutions benefiting from the wide and extensive experience of both parties. Recognizing the great success of this partnership, we are looking for further collaborations in the future that will position both companies as one of the leading training providers in Saudi Arabia. We thank the LEORON team for their full cooperation and continuing support, and look forward to further success together in the years to come.
    Emad Alrajih
  • عرض:
    AR Certified Professional in Quality and Patient Safety
    AR We have been working with LEORON for the past two years and will be working with them again this upcoming year. The programs they delivered were fruitful and exciting and our organization has received positive feedback from the participants. What our organization aims to do is to provide at no cost training for all the private sector employees so that they may benefit from our offered programs in Innovation and Professional development. Leoron has helped us achieve this goal. We look forward to continuing this service and wish them the best of luck. Regards,
    Nasser M. Al-Subaie