Penny was appointed as CEO of the Private Office in 2017. She has over 25 years advising private clients, families and charities working previously for Rothschild and Fleming Family and Partners. Before Joining Sanlam, Penny was Head of Private Client, Marketing and Distribution at Close Brothers Asset Management, responsible for their broader service to individuals and families from reporting to education and philanthropy. Penny graduated from Manchester University with a BA Honours in English and Italian and trained in financial planning and investment management at Friends Provident and then Coutts. She is PCIAM qualified and sits on the board of trustees for a number of charities including Prism the Gift Fund and Pennies the Digital Charity Box.