Date of Appointment
31 December 2024

Skills and Experience

Preeti has been a Senior Investment Director at Investec for over nine years, specialising in the management of bespoke global investment strategies for high net worth private clients, offshore trusts and corporates. She was formerly a Director of TIE London Limited and a Discretionary Portfolio Manager at Kleinwort Benson Private Bank.

Preeti has 15 years’ experience in wealth management as an Investment Director/Discretionary Portfolio Manager with Bank of America Merrill Lynch, Kleinwort Benson Private Bank and Investec Wealth & Investment across a broad range of products including inter alia bonds, equities, unit trusts, investment trusts and ETFs.

External Appointments
None.