Poonam joined Barclays as Director in December 2010. She is primarily responsible for delivery of Barclays Wealth Advisory & Trust service proposition to high net worth clients. Poonam works with families in business and their confidantes in understanding existing models and suggesting options to improve with key objective that the structure should facilitate growth of family businesses over generations.
Poonam has over 15 years experience in financial services industry with specialization in trusteeship & fiduciary matters. Prior to joining Barclays, she was acting as Chief Operating Officer with IL&FS Trust Company Ltd. and has been associated with IDBI Trusteeship Services Ltd and Fulford (India) Ltd.
Poonam is a fellow member of the Institute of Company Secretaries of India and holds a degree in Law from the University of Mumbai. She is also a TEP member with the Society of Trust and Estate Practitioners, UK.
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