Preeti manages bespoke global investment strategies for high net worth private clients, offshore trusts and corporates. She has 14 years of experience and is a CFA Charterholder.
Preeti takes a holistic, long-term approach helping clients achieve their goals. Her clients are based in the UK as well as overseas.
My areas of expertise include investment management, managing bespoke global multi-currency portfolios and wealth preservation. I have 14 years’ investment experience, am a CFA Charterholder and am a member of the CFA Society.
What do you feel passionate about both professionally and personally?
Professionally I love learning about interesting investments and the best global companies. It is why I do what I do. To put it simply, I’m passionate about investing and ultimately growing the wealth of our clients. Personally, I want to be the best role model I can be to my son.
Share an example of early life that
has shaped you?
Growing up our family home was always an open house where everyone was welcome – six degrees of separation really does exist! This has shaped the way I work now, I always opt for working collaboratively as a team over an individual approach.
Highlights of your career so far?
Being asked to join the board of a non-profit organisation focused on empowering the next generation of entrepreneurs.
Key lessons you have learned along the way?
Trust your instincts, don’t underestimate the power of your network and see change as an opportunity.
Best piece of advice you have received?
Being forward is the way forward.
Advice to a young person just starting their career?
Spend time getting to know everyone you can – cast your net wide and then find a mentor. Everyone should have a mentor that they get on with and can trust to guide their career progression. They don’t have to work in your area or even your business, sometimes a sounding board is all you need.
What is the greatest challenge you have faced either personally or in your career?
Difficult financial markets are always a challenge – I am acutely aware that the investments we manage for clients are hard-earned. I’m always keen to ensure that my clients feel comfortable and sleep well at night knowing their money is being well managed. When markets are volatile, it’s tough for everyone involved. I make sure I communicate more regularly with clients so they remain comfortable and aware of our investment strategy through difficult times as well as times of strong performance. My aim is always to establish a long term relationship with clients and like any relationship this relies on honesty and good communication.
How do you approach and deal with challenges?
Methodically! I research my challenge, ask my inner circle for advice and then make my own battle plan for how to tackle it step by step.
How do you stay motivated at work and at home?
When motivational levels are dipping, it means I need to recharge and take some time out. Exercising always boosts my energy in the short term and over the longer term I am conscious to regularly book time off. Work/life balance in my opinion is crucial – it’s a marathon after all, not a sprint.
Why do you love what you do?
I meet interesting and successful people every day which is very inspiring. It’s an honour that they entrust their hard-earned assets to me and Investec to manage.
Why is it important to support women-led business?
The fact that today there are only eight female CEOs in the UK’s top 100 listed companies is something I find incredibly striking. Of course, these businesses have a responsibility to accelerate change to ensure companies are more reflective of our society and female talent, but I think we can all contribute to this by supporting women-led businesses. Diverse companies are known to outperform less diverse peers so it also makes good business sense!
My inspiration is...
my parents who moved from humble backgrounds in India to start a new life in England. They worked hard to achieve a fantastic family life for us and showed that a second language, new horizons and unfamiliar territories are no obstacle to success.
My greatest fear is...
marshmallows and moths (not combined).
The most courageous thing I’ve ever done is...
took a Zipline over the jungle canopy in Costa Rica.
holidays – especially by the sea.
Mantra you live by?
be the change you want to see.
Female role model?
Katie Owen – Founder of Sargasso & Grey.
Women-led brand you love?
Sargasso & Grey.
Top productivity tool?
Lists, lists and more lists – I love ticking off items on a to-do list in both my professional and personal life.
The value of your investments can go down as well as up and you may not get back the full amount invested.