I am Head of Private Client Services at Close Brothers Asset Management. I have over 20 years of experience working with private clients, family offices, professional intermediaries and financial advisers in areas including investment management, financial advice, and family office services. I am also a trustee of Pennies the Electronic Money Box and The Princes Foundation for Children and the Arts.

Managing Director @ Close Brothers Asset Management (CBAM) is one of the UK's largest and longest established providers of high-quality financial planning advice and discretionary investment services. At CBAM, we aim to build and preserve wealth by providing a complete financial planning and investment service. My areas of responsibility include Client Service, Charity and Philanthropy, Business Development and Marketing. I am a member of the CBAM Board, a Close Brothers Group Marketing Executive and a member of the Close Brothers Group CSR committee. I am responsible for: • Creating new services for clients and improving existing services • CBAM’s sales teams across all distribution channels including IFAs,Financial Education and Professional Intermediaries • Managing relationships with larger family clients • Researching client needs to improve areas such as client reporting • Overseeing marketing, branding, PR and communications • Overseeing the philanthropy proposition Working with families and family offices is an integral part of the role and this includes Financial Education programmes from Future Leaders through to IHT and Retirement Education. From July 2012 to Present (3 years 6 months) London, United KingdomManaging Director @ From November 2009 to November 2012 (3 years 1 month) Director @ Family Office and Client Relationships Group Head of Business Development Provided wealth management training courses Worked with a number of charities From 2001 to 2009 (8 years) London, United KingdomHead of Sports and Entertainment team @ Head of Sports and Entertainment team Investment and Financial Planning Director for team of private bankers Inheritance Tax and Offshore Specialist From 1995 to 2001 (6 years) London, United KingdomBroker Consultant @ Graduate Training Programme: Fund Management and Financial Planning From 1991 to 1995 (4 years) London, United Kingdom

English/Italian @ Manchester University From 1987 to 1991 Diploma, French Civilisation @ La Sorbonne From 1988 to 1989 Penny Lovell is skilled in: Asset Managment, Investments, Wealth Management, Private Banking, Strategic Financial Planning, Charities, Pensions, Inheritance Tax Planning, Private Equity, Portfolio Management, Hedge Funds, Marketing Strategy, Alternative Investments, Wealth Management Services, Entrepreneurship