Company
Position
Director
Index
UHNW Wealth Managers
Location
London
Advice type
Investment management
Succession planning
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’.
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