Preeti Rathi

Preeti Rathi

Senior Investment Director
London skyline

About me

I manage bespoke global multi-currency portfolios for clients both based in the UK and internationally. These clients range from high net worth private clients to offshore trusts, corporates and investment holding companies.

Background/Experience

Prior to joining Investec in 2015, I spent seven years at Kleinwort Benson Private Bank. My role as a discretionary portfolio manager gave me direct exposure to stock selection, asset allocation and multi-asset class portfolio management. I focussed on managing the assets and investment strategies of private individuals, charities and pension funds.

Qualifications include:

  • Reading Economics at University College London
  • CFA Charterholder and a member of the CFA Society
  • Certificate of Investment Management (IMC)
  • Certificate of Financial Planning (CFP)

My interests

Outside of work I enjoy travelling to new destinations, hiking and eating out.

My areas of expertise

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We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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I'm also an expert in...

Where to find the best "al fresco" coffee in London.

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Preeti Rathi

Investec is built around it's people and has a family feel. Despite becoming a relatively large organisation, it has managed to retain a personal and unique approach.