Penny Lovell, who has been CEO of private wealth at Sanlam UK since September 2017, talks to Lauren Mason about dealing with clients during lockdown, the further surge in ESG investing and what she has learned from the pandemic.
What first attracted you to the wealth management industry? I had always been very interested in finance and investments. My mum was always a big investor and always loved the stockmarket, so I was heavily influenced as a child. I was always having to monitor the newspapers or Ceefax to tell her what was happening to any stock at any particular time. Then, after university, I did the graduate milk round and the jobs that interested me most were in financial services. I was lucky enough to get onto a graduate training programme at Friends Provident [now rebranded to Royal London], wh...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes