Head of Client Services at Close Brothers Asset Management
Penny was appointed Head of Client Services at Close Brothers Asset Management in 2012 and joined the CBAM board in 2014. As well as ensuring we provide exceptional client service, Penny overseas our family office service, financial education programmes and all sales and marketing activities across the firm.
She has over 20 years of experience working with private clients, family offices, charities, professional intermediaries and financial advisers. Penny began her career at Friends Provident on the financial services graduate training programme before joining Coutts as a Financial Planner and Investment Manager running the Sports and Entertainment team. Penny subsequently worked for ten years at Fleming Family and Partners as a Client Director for the Fleming family. In her role as Head of Business Development she also developed FF&P’s broader family office service to include governance, philanthropy and next generation education. Before joining Close Brothers, Penny was a Managing Director and Client Adviser in the Wealth Management business at Rothschild.
Penny also sits on the Close Brothers Group Marketing Executive Board and CSR committee. She has been voted in the top ten women in finance by Financial Times/Carte Blanche and was voted Citywealth Woman of the Year 2011/12 and Wealthbriefing Woman in Wealth Management 2014.
Penny is actively engaged in charity and sits on the STEP Philanthropy Board. She is also a Trustee of Pennies the Digital Charity Box, The Prince’s Foundation for Children and the Arts and the Royal Academy Schools. She is also actively involved as a mentor for the Human Trafficking Foundation.
Penny holds the FPC and the PCIAM Diploma.