Penny was recently appointed as CEO Private Wealth and to the Sanlam UK Executive Committee in 2017. She has over 25 years' experience advising private clients, families and charities. Previously Penny was Managing Director at Rothchild and Fleming Family and Partners, and Head of Private Client, Marketing and Distribution at Close Brothers Asset Management. Penny is a trustee for Prism: The Gift Fund, Pennies and sits on the board of PIMFA and the Advisory Board at the Park Theatre.