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Pimfa appoints three board members

Pimfa appoints three board members

The adviser trade body has appointed three new members to its board, including Tracey Davidson, the chief executive of Heartwood Wealth Management, and Penny Lovell, the chief executive of Sanlam Private Office.

Myles Marmion, the chief financial officer at Ruffer, has also been appointed to the Personal Investment Management & Financial Advice Association (Pimfa) board.

Lord Deben, chairman of Pimfa, said: "I am delighted to welcome these three industry leaders to the Pimfa board.

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"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."

Ms Davidson became chief executive of Heartwood in 2014 and before this was head of Handelsbanken Northern UK.

Meanwhile, Mr Marmion started his career at Ernst & Young before working for Robert Fleming Holdings and Maple Financial Group. He joined Ruffer in 2009.

Ms Lovell has been chief executive of Sanlam's private office since 2017 and before this head of private client, marketing and distribution at Close Brothers Asset Management.

She 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. It’s a real privilege to be joining the board and I can’t wait to get started."