Harpreet has over fifteen years of first-hand experience in the Private Wealth sector having worked in both onshore and offshore financial markets, and has gained extensive knowledge within the investment management industry which qualifies him to effect his role as Private Wealth Director in our Switzerland office.
Prior to joining Globaleye he worked as an Investment Director for S7 Capital Management, where he developed relationships with some of the World’s leading financial institutions to issue structured fixed income investment strategies. Furthermore, he has a background in Portfolio Management where he headed up the Investment Department for Platinum Financial Services based out of Hong Kong, in which his prime activities involved analysing global market trends and selecting securities within sectors expected to out-perform. Other industry names having worked at include Financial Express, Killik & Co and Lloyds TSB; where he gained invaluable experience in Private Wealth Management.
Harpreet is one of few advisers in the region that holds the Chartered Wealth Manager designation with the Chartered Institute of Securities and Investment (CISI), and graduated with both a BSc (Hons) Banking and International Finance degree, and then subsequently went on to complete an MSc in Finance at Sir John Cass Business School in London, where he graduated in the top five of his class with distinction.
One should note that he has a depth of knowledge in each of the products and services that Globaleye provide, where investors can rest assured that their assets are in safe hands given that he has a passion for delivering returns and ensuring a high quality of service.
No Reviews Yet
No Videos Yet
No Articles Yet