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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.

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