Date of Appointment
31 December 2024

Skills and Experience
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. She was formerly a Director of TIE London Limited and a Discretionary Portfolio Manager at Kleinwort Benson Private Bank.

External Appointments
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.