LGT Wealth India bolsters wealth planning capabilities with strategic appointment of new managing director

Mumbai: LGT Wealth India, a private wealth management firm within the LGT Group, has strengthened its wealth planning capabilities with the appointment of Poonam Mirchandani as Managing Director for the Wealth Planning & Family Solutions division, effective from 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. She has held senior leadership roles at Barclays Private Bank and Vistra ITCL India, where she focused on Trust and Fiduciary related engagements.

Commenting on the appointment, Atul Singh, Managing Director and CEO of LGT Wealth India, said, “India Inc is set to experience a wave of succession – both for businesses and wealth – in the coming decade.  We are excited to welcome Poonam Mirchandani to our team. Her profound industry insights and strategic acumen in family and wealth planning will be instrumental in enhancing our advisory capabilities with effective solutions. This appointment aligns with LGT Group’s global vision, reinforcing our commitment to excellence and positioning LGT Wealth India at the forefront of global wealth management in India.”