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Pimfa bolsters board with Sanlam, Heartwood and Ruffer trio

Tracey Davidson, Myles Marmion and Penny Lovell bring decades in shared experience to the wealth management and financial advice trade body.

Pimfa bolsters board with Sanlam, Heartwood and Ruffer trio

Three veteran investment management executives have joined the board of the Personal Investment Management and Financial Advice Association (Pimfa).

Tracey Davidson, Myles Marmion and Penny Lovell bring decades of combined experience to the wealth management and financial advice trade body.

Davidson (pictured) is chief executive of Heartwood Wealth Management, a position she took up in 2014 after having moved to the firm from her role as as head of Handelsbanken Northern UK.

Lovell (pictured below) has over 25 years advising private clients, families and charities and is currently CEO of Sanlam's private office. 

Before joining Sanlam in 2017, she was head of private client, marketing and distribution at Close Brothers Asset Management, and was previously a managing director at Rothschild and Fleming Family and Partners.

Meanwhile Marmion is chief financial officer (CFO) for investment manager Ruffer, which he joined in 2009 from ED&F Man Holdings, where he was group CFO.

He started his career at Ernst & Young, before moving to Robert Fleming Holdings Limited and Maple Financial Group.

Commenting on her appointment Lovell said: ‘The UK is a global leader in investment advice and financial management. But for that position to be maintained, we as an industry must all work together.

‘I very much look forward to helping Pimfa continue to act as a strong and united voice for its combined membership, as well as ensuring that responsible stewardship remains at the heart of the industry.’

Pimfa chairman Lord Deben added: ‘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 member firms so that they can focus on guiding individuals and families to build their personal financial futures.’

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