Simran Khanna, CFA, is a seasoned financial professional with extensive experience in wealth management, currently serving as a Director and formerly as a Senior Vice President at Citi since July 2011. In this role, Simran Khanna acts as a Relationship Manager for UK Ultra High Net Worth Families, providing holistic advice encompassing investments, lending, succession planning, and cash management, with a focus on a select group of clients, including individuals and family offices. Prior experience includes positions as an Analyst at the Financial Services Authority and Barclays Bank Plc in India. Simran Khanna holds a Chartered Financial Analyst designation from the CFA Institute, an Investment Management Certificate from The Chartered Institute for Securities & Investment, and advanced degrees in Finance from Harvard University and Imperial College Business School, alongside a BSc in Economics from the University of Warwick.
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