PIMFA adds Heartwood and Sanlam Private Office bosses to board

17 people now on the board

Tom Ellis
clock • 1 min read

The Personal Investment Management & Financial Advice Association (PIMFA) has added the CEOs of Heartwood Wealth Management and The Private Office to its board.

Heartwood Wealth Management chief executive Tracey Davidson joins the trade association's board alongside Penny Lovell (pictured), who is CEO of The Private Office, Sanlam's high net worth client business. Myles Marmion, CFO of investment company Ruffer, has also been added to PIMFA's board, which now boasts 17 members following the triple appointment. PIMFA chairman Lord Deben said: "I am delighted to welcome these three industry leaders to the PIMFA Board. Their experience and expertise will be invaluable in advancing our cause of creating an optimal operating environment for our membe...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

The Orchard Practice buys Wallis Wealth

The Orchard Practice buys Wallis Wealth

An ‘exciting step forward’ for the business

Jen Frost
clock 05 June 2026 • 1 min read
Quilter Cheviot launches financial support service for HNW divorcees

Quilter Cheviot launches financial support service for HNW divorcees

For clients with more than £1m of investable assets

Sophia Panayi
clock 04 June 2026 • 3 min read
MKC Wealth adds £275m in AUA from six acquisitions in Q1

MKC Wealth adds £275m in AUA from six acquisitions in Q1

Four join MKC Wealth team

Sophia Panayi
clock 03 June 2026 • 2 min read