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

Benchmark buys remaining minority stake in Oculus

Benchmark buys remaining minority stake in Oculus

Network was acquired by Benchmark in 2022

Isabel Baxter
clock 14 April 2025 • 1 min read
AAB Wealth acquires planning firm Mangus Wealth

AAB Wealth acquires planning firm Mangus Wealth

Adding £650m in assets

Isabel Baxter
clock 14 April 2025 • 2 min read
Two-thirds of Aviva preference shareholders accept insurer's buy-back plan

Two-thirds of Aviva preference shareholders accept insurer's buy-back plan

Retail investors have been warned about buyback consequences

Professional Adviser
clock 14 April 2025 • 2 min read