thewealthnet     About Us    |    FAQs    |    Contact Us
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Wed 24th Jan 2018  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
Sanlam launches private office led by former CBAM private client head
08/08/2017 , News Team

Sanlam UK has appointed former Close Brothers Asset Management head of private client, Penny Lovell, to launch its new private office proposition.

Ms Lovell will join the group’s executive committee and assume the role of chief executive of Sanlam Private Office, reporting to group chief executive Jonathan Polin. She will be responsible for spearheading the new offering for high net worth clients with assets worth upwards of £1 million. She joins in October 2017.

Ms Lovell joins from Close Brothers Asset Management, where she spent the last five years as head of private client service. Previously she was managing director at Rothschild Wealth Management, and has held senior positions at Fleming Family & Partners and Coutts. 

Mr Polin commented: “I have spent the last two years reorganising and unifying the business to support the delivery of a vastly enhanced, client-focused investment and service proposition.  The forthcoming launch of a private office extends our service in the UK and bolsters our ability to offer tailored solutions for an increasing complex and bespoke set of needs from high net worth clients.  

Sanlam provides a range of services to over 10 million clients globally, including insurance, financial planning, investments and wealth management.

Share with Linkedin Share with Twitter
Poor   Average   Good   Excellent
thewealthnet archives contain 48,360 articles dating back to 1997,making it the largest single source of information on the wealth management industry world-wide. To search for more articles, please click here.


© This article originally featured on thewealthnet. It is protected by international copyright law. If you copy this article illegally, you will be liable to prosecution. All rights in and relating to this article are expressly reserved. No part of this article may be reproduced, stored in a retrieval system or transmitted in any form or by any means without written permission from the publishers.

    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved