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Alpa Bhakta

CEO

Specialism: Financial Advisory & UHNW Services Property

Company: Butterfield Mortgages

Location: London, England

Citywealth rating

4
Average: 4 (3 votes)
Fee Level:
4
Average: 4 (3 votes)
Quality of Advice
4
Average: 4 (3 votes)
Communications Skills
4
Average: 4 (3 votes)
Interpersonal Skills
4
Average: 4 (3 votes)
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Peer review:

Alpa provides an exemplary service to HNW individuals looking for property finance. She has amassed a vast amount of experience in this field and puts this to work for her clients. I have witnessed her put her skills in action for a variety of clients all of which benefit from her knowledge and attention to detail that ensures a high level of service. In an ever changing landscape Alpa always endeavours to find a solution, I would have no hesitation in recommending her.

15 Feb 2018

Peer review:

I have worked with Alpa and her team at Butterfield for the best part of ten years and continue to enjoy working with such a professional and passionate organisation. This is due in large part to Alpa's hard work and leadership, especially in the recent more challenging times. No one can doubt Alpa’s enthusiasm, expertise and desire to continue to lead her troops with real passion and enjoyment in what she does. She never fails to inspire others with her drive and ambition for Butterfield and I feel proud to be part of their wider team and hope to continue to work with Alpa for many years to come.

Charlotte Dooling    Thrings   
29 Jan 2018

Peer review:

Alpa is highly experienced in the HNW field, with a deep knowledge and understanding of the specific clients’ needs in this sector. Alpa creates advocacy and strong followership from her team and leverages this capability to develop both the individual and Butterfield's business to keep abreast of changes in what is a competitive and highly regulated environment. Alpa has a commitment to continuous improvement and inspires others to focus on realising their potential.

Michele Turmore    Tandem Bank Limited   
28 Jan 2018

Peer review:

Alpa has many years experience gained across a wide range of disciplines and her success has been recognised with her appointment as Chief Executive Officer of the new London Butterfield Mortgages. Alpa strives to get the best for her clients and this has been achieved by her exceptional leadership skills demonstrating how she develops her people by taking the time to understand their individual skills and needs in helping them reach their full potential. One of Alpa's particular strengths is the manner in which this is achieved, quietly and professionally, all under the radar. Alpa has also made many true friends throughout her career. There would be no hesitation in recommending Alpa.

25 Jan 2018

Peer review:

I have worked with Alpa since her time at Fortis and have seen her lead the development of the team at Butterfield. I have always been impressed with the quality of her team and the way in which she has managed their growth and the growth and development of the Butterfield UK mortgage product. Alpa has fantastic interpersonal skills and her ability to understand and respond to the needs of HNW clients is second to none. She is excellent at developing and maintaining good quality relationships with key clients and professionals not only to ensure that the team fully understand and service the client's needs but also to be able to offer and add further services and value where appropriate.

Mark Chick    Bishop & Sewell LLP   
23 Jan 2018

Peer review:

As legal advisers, we have enjoyed working with Alpa for a number of years. Alpa was the natural candidate to lead the new, expanded mortgage business at Butterfield with all the regulatory and practical challenges that brought. It is testament to her leadership skills that she enjoys great loyalty from the talented and growing team around her. Alpa is straightforward in her dealings and commercial in approach. She uses her extensive experience and market knowledge to great effect but remains understated and is excellent to work with.

Iain Grieve    Anderson Strathern   
19 Jan 2018

Peer review:

I have worked on property lending transactions with Alpa for over ten years. During this time I have seen at first hand how well she understands the sectors in which she operates. She is an expert in her field and her expertise has been build up over many years dealing with diverse clients and often with the more difficult transaction. She will always strive to find the best workable solution for both the company and the client. She believes in good, honest communication and is always the consummate professional.

18 Jan 2018

Peer review:

As a firm of Chartered Surveyors we have worked with Alpa for many years during which time she has shown professionalism, leadership and strong skill set, particularly having to manage the Bank through some occasionally difficult markets.

James Perris    De Villiers   
16 Jan 2018

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If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

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Alpa Bhakta currently has no profile.

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2017 

Alpa Bhakta currently has no Citywealth award

Average client size: £5 million - £25 million

Fixed fee offering: No

Butterfield Mortgages

Number of offices globally: 1-5

Alpa Bhakta currently has no contact details

IWD 2019 Transatlantic Selection

Peer review:

Alpa provides an exemplary service to HNW individuals looking for property finance. She has amassed a vast amount of experience in this field and puts this to work for her clients. I have witnessed her put her skills in action for a variety of clients all of which benefit from her knowledge and attention to detail that ensures a high level of service. In an ever changing landscape Alpa always endeavours to find a solution, I would have no hesitation in recommending her.

15 Feb 2018

Peer review:

I have worked with Alpa and her team at Butterfield for the best part of ten years and continue to enjoy working with such a professional and passionate organisation. This is due in large part to Alpa's hard work and leadership, especially in the recent more challenging times. No one can doubt Alpa’s enthusiasm, expertise and desire to continue to lead her troops with real passion and enjoyment in what she does. She never fails to inspire others with her drive and ambition for Butterfield and I feel proud to be part of their wider team and hope to continue to work with Alpa for many years to come.

Charlotte Dooling    Thrings   
29 Jan 2018

Peer review:

Alpa is highly experienced in the HNW field, with a deep knowledge and understanding of the specific clients’ needs in this sector. Alpa creates advocacy and strong followership from her team and leverages this capability to develop both the individual and Butterfield's business to keep abreast of changes in what is a competitive and highly regulated environment. Alpa has a commitment to continuous improvement and inspires others to focus on realising their potential.

Michele Turmore    Tandem Bank Limited   
28 Jan 2018

Peer review:

Alpa has many years experience gained across a wide range of disciplines and her success has been recognised with her appointment as Chief Executive Officer of the new London Butterfield Mortgages. Alpa strives to get the best for her clients and this has been achieved by her exceptional leadership skills demonstrating how she develops her people by taking the time to understand their individual skills and needs in helping them reach their full potential. One of Alpa's particular strengths is the manner in which this is achieved, quietly and professionally, all under the radar. Alpa has also made many true friends throughout her career. There would be no hesitation in recommending Alpa.

25 Jan 2018

Peer review:

I have worked with Alpa since her time at Fortis and have seen her lead the development of the team at Butterfield. I have always been impressed with the quality of her team and the way in which she has managed their growth and the growth and development of the Butterfield UK mortgage product. Alpa has fantastic interpersonal skills and her ability to understand and respond to the needs of HNW clients is second to none. She is excellent at developing and maintaining good quality relationships with key clients and professionals not only to ensure that the team fully understand and service the client's needs but also to be able to offer and add further services and value where appropriate.

Mark Chick    Bishop & Sewell LLP   
23 Jan 2018

Peer review:

As legal advisers, we have enjoyed working with Alpa for a number of years. Alpa was the natural candidate to lead the new, expanded mortgage business at Butterfield with all the regulatory and practical challenges that brought. It is testament to her leadership skills that she enjoys great loyalty from the talented and growing team around her. Alpa is straightforward in her dealings and commercial in approach. She uses her extensive experience and market knowledge to great effect but remains understated and is excellent to work with.

Iain Grieve    Anderson Strathern   
19 Jan 2018

Peer review:

I have worked on property lending transactions with Alpa for over ten years. During this time I have seen at first hand how well she understands the sectors in which she operates. She is an expert in her field and her expertise has been build up over many years dealing with diverse clients and often with the more difficult transaction. She will always strive to find the best workable solution for both the company and the client. She believes in good, honest communication and is always the consummate professional.

18 Jan 2018

Peer review:

As a firm of Chartered Surveyors we have worked with Alpa for many years during which time she has shown professionalism, leadership and strong skill set, particularly having to manage the Bank through some occasionally difficult markets.

James Perris    De Villiers   
16 Jan 2018

Leave a review
Start Ratings
Written Review
Your Details
If ticked your name and company will not be shown under your review of this person. However, entering your details is essential, as we will not publish any review we cannot verify. Please note you are not allowed to rate or review individuals who work for the same company as yourself.

Your personal data is used for internal purposes only and is never sold or shared. For any enquiries, please email assistant editor Karen Jones at kjones@citywealthmag.com

Alpa Bhakta currently has no reviews

Custom plan mortgage for short term goal

High net worth British residents, clients at the time of another bank, owned a main residence with a value of £7 million, on which they had an outstanding mortgage balance of £2.4 million. In addition, they owned a smaller, buy-to-let property that was unencumbered by a mortgage. Their medium-term objective was to sell the main residence and move in to the buy-to-let property once the sitting tenants had left. They were understandably keen to do so in their own time and making use of advantageous market movements, and to this end, they sought a renewal of the mortgage for a limited period. However, their attempts to do so encountered an unexpected obstacle. The clients had £180,000 of earned income and a £4 million investment portfolio. Their bank, which offered fund-management facilities, made it a condition of mortgage renewal that the clients’ assets be placed under the bank’s management. Butterfield Mortgages Limited (BML) does not manage assets, thus never makes the placing of assets under management with us a condition of lending. In fact, BML does nothing other than advance mortgages to HNW individuals. In this case, BML, having been approached by the clients, examined the lending proposition. We agreed to lend on a three-year term on an interest-only basis. The full-term interest was pre-funded by the clients. This meant the clients were able to avoid the two unpalatable choices they had faced, either selling the property under duress, possibly at an inopportune time in terms of market conditions or having to lodge their assets with their existing bank as a condition of their mortgage renewal. This meant they were able to place the property on the market at a time of their own choosing and, when the tenants vacate the buy-to-let property, they will move to this smaller home. BML made it possible for the clients to follow their original plan and to continue to manage their assets in the way that suited them best.