Penny Lovell | CEO
Sanlam Private Office
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.
Appearances:
Wealth 2.0 Day 2 - 29th November 2018 @ 09:10
Understanding the value of the human relationship in a digital age. Why personalisation remains key?
- Back to basics – Considering the psychology of money, financial education and savings disciplines, alongside the trend of an aging population and how this ties in to the importance of language in our client interactions
- Vying for the preservation of wealth without appearing too exclusive, yet discouraging “clogs to clogs” expenditure
- “Peace of mind. Frees up time” - Augmenting financial health through additional financial vehicles and the necessity for personalised advice to prevent the blow-up of risks from wealth too soon, too young, and online
Organiser
