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....
Following recent acquisitions
The sale of Quilter's life assurance business to ReAssure has been confirmed.
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