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...

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