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Company

Citi Private Bank

Position

Director

Index

UHNW Wealth Managers

Location

London

Advice type

Estate and succession planning

Investment strategy

Private banking

Wealth management

Client type

Business owners

Entrepreneurs

Family offices

Senior executives

UHNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Simran Khanna

Spear’s Review

Simran Khanna joined Citi in 2011 and at one point was one of its youngest private bankers. She credits her success to her ability to help clients beyond their pure private banking needs.

‘Sometimes, my clients are looking for an overall solution for their business as well as personal family matters,’ she says.

Khanna advises UHNW clients around the world, including Indian and South Asian families who are based in the UK and in Dubai. Alongside her role within the London office, Khanna is a driving force in expanding Citi’s presence in the Midlands. She recognises the bank’s role in contributing to her career progression and tells Spear’s that her growth ‘can be attributed to Citi’s nurturing culture – along with the people I have worked with over the years’.

Rank: Recommended

Recommended 2026, UHNW Wealth Managers

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