Heartwood Wealth Management chief executive Tracey Davidson is among three appointments to the board of the Personal Investment Management and Financial Advice Association (Pimfa).
Ruffer CFO Myles Marmion and Sanlam UK executive Penny Lovell have also been appointed.
Davidson has been CEO of Heartwood since 2014. She said Pimfa played an important role representing and supporting the wealth management industry.
Pimfa chairman Lord Deben said: “Their experience and expertise will be invaluable in advancing our cause of creating an optimal operating environment for our member firms so that they can focus on guiding individuals and families to build their personal financial futures.”
Lovell has plenty of experience in the family office space. She has previously been managing director at Rothschild plus Fleming Family and Partners. She was also head of private client at Close Brothers Asset Management.
She said she looked forward to helping Pimfa act as united voice for the industry.
“The UK is a global leader in investment advice and financial management. But for that position to be maintained, we as an industry must all work together.”
She said it was also important responsible stewardship remains at the heart of the industry.
Marmion joined £22.4bn asset manager Ruffer in July.
