Wealth management firm LGT Wealth India has announced the appointment of Poonam Mirchandani as Managing Director for the Wealth Planning & Family Solutions division, effective since August 2024.
Based in Mumbai, Poonam will work closely with the LGT Wealth India’s team to expand the firm’s offerings in succession and estate planning, international wealth management, global mobility and philanthropy for the Indian and global resident client families. She will focus on advising family business owners, promoters, their family offices and high-net-worth individual professionals, structuring bespoke solutions for them.
Poonam joins LGT from Barclays Private Bank, bringing with her over two decades of extensive experience in the financial services industry. Besides Barclays, she has held senior leadership roles at Vistra ITCL India.
“Poonam Mirchandani’s profound industry insights and strategic acumen in family and wealth planning will be instrumental in enhancing our advisory capabilities with effective solutions,” said Atul Singh, Managing Director and CEO of LGT Wealth India.