Sumit Mehta
Head of Strategy @Legal & General
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WORK HISTORY
Head of Strategy @Legal & General
London, GB
Legal & General — FTSE-listed insurer (AUM ~80bn) and asset manager with £1tn+ AUMLead corporate strategy for L&G’s retirement business with a strong focus on investments, operating at the intersection of capital allocation, balance-sheet management, strategic asset origination and commercial planning.Partner closely with senior leadership to shape strategic priorities across commercial growth, balance sheet efficiency, and portfolio construction, ensuring alignment between business objectives, financial results, and investment strategy.Advise executive leadership on strategic trade-offs involving scale, profitability, liquidity, and long-term franchise value objectives, with direct exposure to board-level decision making.
EDUCATION
Indian Institute of Management Bangalore
MBA, Finance & Economics
Victoria Jubilee Technological Institute (V.J.T.I)
B.E, Electronics
SKILLS
ABOUT SUMIT MEHTA
I am an investment leader with a track record of shaping institutional investment strategy across public and private markets, with a particular focus on deploying capital at scale from insurance balance sheets to generate resilient, long-term value.I have extensive experience operating at the intersection of strategic asset allocation, asset origination, risk governance, and balance-sheet management, helping organisations navigate complexity across market cycles while aligning investment decisions with long-dated liabilities and stakeholder objectives.As a senior leader, my strongest value add is exercising judgment in complex environments where trade-offs matter — balancing risk, liquidity, and capital efficiency with commercial outcomes. I work closely with executive leadership, investment committees, and cross-functional partners to translate strategy into sustainable outperformance.I have built and developed high-performing investment teams, with a leadership style led by a strong purpose, accountability, and empowerment. I place strong emphasis on governance, decision discipline, and creating cultures that support long-term stewardship of capital.Alongside my core investment responsibilities, I am an active advocate for the societal role of investing — including impact investing and improving access for retail investors to institutional-quality ideas and tools. I regularly speak at industry conferences on investment strategy, markets, and the future of the asset management industry.Earlier in my career, I was recognised as one of the “Forty Under Forty” rising stars in finance, and I am the co-editor of \"Derivatives Markets: The New Regulatory Paradigm\" a book on financial market structure, regulation, and risk.
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