Penelope A. Lovell

Director/Board Member at

The Pennies Foundation

Finance

Commercial Services

Profile

Penelope A. Lovell is currently a Director at Personal Investment Management & Financial Advice Association and a Trustee at The Pennies Foundation.
Previously, she worked as a Client Director at Rothschild & Co Wealth Management (UK) Ltd. from 2009 to 2012.
Prior to that, she was the Group Head-Business Development at Stonehage Fleming (UK) Ltd. and the Group Head of Business Development at Stonehage Fleming Investment Management Ltd. from 2001 to 2009.

Penelope A. Lovell active positions

Companies	Position	Start
The Pennies Foundation The Pennies Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a charitable organization	Director/Board Member	-
Personal Investment Management & Financial Advice Association Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services Provides advice to investment community	Director/Board Member	2018-09-06

All active positions of Penelope A. Lovell

Former positions of Penelope A. Lovell

Companies	Position	End
Rothschild & Co Wealth Management (UK) Ltd. Rothschild & Co Wealth Management (UK) Ltd. Investment ManagersFinance RCWM-UK is an active manager that focuses on the preservation of capital and the achievement of real returns over the economic cycle. They do not seek to follow or replicate any benchmark or index in managing portfolios. The firm builds portfolios from the bottom up and is a combination of directly held securities and third-party funds. RCWM-UK invests in assets that they expect to produce inflation-beating returns over the long-term and in assets that seek to provide genuine diversification, which they believe will help avoid large losses. The firm does not have a fixed allocation or any mandatory or target allocation to any specific asset class.	Corporate Officer/Principal	2012-09-30
Stonehage Fleming Investment Management Ltd. Stonehage Fleming Investment Management Ltd. Investment ManagersFinance Stonehage Fleming manages and protects their client’s wealth, often across several geographies and generations.	Corporate Officer/Principal	2009-07-30
Stonehage Fleming (UK) Ltd. Stonehage Fleming (UK) Ltd. Financial ConglomeratesFinance Provides a range of investment opportunities and other services	Corporate Officer/Principal	2009-07-30

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Private companies

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Linked companies

Private companies	5
Stonehage Fleming (UK) Ltd. Stonehage Fleming (UK) Ltd. Financial ConglomeratesFinance Provides a range of investment opportunities and other services	Finance
Rothschild & Co Wealth Management (UK) Ltd. Rothschild & Co Wealth Management (UK) Ltd. Investment ManagersFinance RCWM-UK is an active manager that focuses on the preservation of capital and the achievement of real returns over the economic cycle. They do not seek to follow or replicate any benchmark or index in managing portfolios. The firm builds portfolios from the bottom up and is a combination of directly held securities and third-party funds. RCWM-UK invests in assets that they expect to produce inflation-beating returns over the long-term and in assets that seek to provide genuine diversification, which they believe will help avoid large losses. The firm does not have a fixed allocation or any mandatory or target allocation to any specific asset class.	Finance
Stonehage Fleming Investment Management Ltd. Stonehage Fleming Investment Management Ltd. Investment ManagersFinance Stonehage Fleming manages and protects their client’s wealth, often across several geographies and generations.	Finance
The Pennies Foundation The Pennies Foundation Miscellaneous Commercial ServicesCommercial Services Operates as a charitable organization	Commercial Services
Personal Investment Management & Financial Advice Association Personal Investment Management & Financial Advice Association Miscellaneous Commercial ServicesCommercial Services Provides advice to investment community	Commercial Services