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Sanjeev graduated with a BSc in Economics from Brunel University and a MSc in Finance from Birkbeck college, before joining JP Morgan in 1996 on their Graduate Programme. He subsequently joined HSBC, embarking on a 19-year career with the Group, where his roles included the management of portfolios for international clients, providing advisory and discretionary investment advice to Middle East clients, business development of offshore clients and lastly managing portfolios for UK private clients. Sanjeev joined Canaccord Genuity Wealth Management as an Investment Director as part of the acquisition of Punter Southall Wealth. Sanjeev is a CFA Charterholder, a Chartered Fellow of the CISI and a Chartered Wealth Manager.