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

Hoxton Capital AUM tops £1.3bn with double IFA acquisition

Hoxton Capital AUM tops £1.3bn with double IFA acquisition

Dudley and Guildford-based IFAs purchased

Isabel Baxter
clock 17 April 2024 • 1 min read
Tatton sees AUM reach £17.6bn as advice firm numbers grow

Tatton sees AUM reach £17.6bn as advice firm numbers grow

Discretionary fund manager records net flow increase of 28% to £2.3bn

Isabel Baxter
clock 16 April 2024 • 2 min read
New online platform launches for care-related advice

New online platform launches for care-related advice

To meet Consumer Duty and vulnerability regulatory expectations

Isabel Baxter
clock 16 April 2024 • 2 min read