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Amy Lazenby

Investment Director, Close Brothers

Amy is an Investment Director at Close Brothers Asset Management, Head of Discretionary Management Service and a key member of the Multi Asset Class (MAC) Committee investment team deciding our house asset allocation. Amy runs many different risk rated portfolios as well as some of the firm’s largest individual mandates, trusts, charities and socially responsible investment portfolios. 

Prior to joining Close at the beginning of 2013, Amy was a founding partner of a private client discretionary investment management business which she ran for 10 years before selling her 45% share to her co-founder. 

Amy is a Chartered Wealth Manager and a Fellow of the Securities Institute. She sits on the editorial panel for the Securities and Investment Review and for 9 years sat on the committee for the Wealth Management Forum organising bimonthly events. She also acts as a mentor in the 30% Club Cross Company Mentoring Scheme.

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Liz Palmer

Partner, Head of Private Client and Family, Howard Kennedy

Liz advises a variety of clients about the establishment and structuring of trusts for the effective devolution of family wealth and tax mitigation. She has particular expertise acting for non-UK resident/domiciled individuals and specialises in the creation of off shore trusts and complex asset structuring for high net worth individuals.

Liz deals with all forms of inheritance tax and capital gains tax planning and also advises on wills and estate planning particularly for clients with interests and connections with the USA.

Liz is dual qualified being a solicitor and Chartered Tax Adviser (member of Chartered Institute of Taxation).

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Gillian White

Partner, Howard Kennedy

Gillian White is an experienced corporate solicitor who is committed to her clients and their commercial success. She is Head of the M&A team and takes the lead on corporate governance services at Howard Kennedy.
Gillian acts for entrepreneurial clients, larger companies and institutions looking to acquire or invest in entrepreneurial businesses. She approaches investments, mergers, joint ventures, company sales and purchases with common sense, risk awareness and creativity.

Gillian provides clients with more than just corporate advice as she also understands intellectual property (IP) and commercial law. She works closely with Howard Kennedy's IP and Commercial team to offer innovative solutions and opportunities to clients.

She additionally collaborates with Howard Kennedy's Private Wealth team on helping clients with succession planning and family investment companies and dealing with valuable corporate assets that form part of marital assets or an estate.

Gillian provides corporate governance advice for large companies and significant family businesses.

Her transactional experience means that she is adept at managing complex projects and drawing advice from multiple professional advisers and clients' commercial teams. Her corporate governance experience means that she is adept at uncovering and understanding competing stakeholder needs and providing pragmatic advice.