As the head of private client strategies, Lovell will report to Nancy Curtin, chief investment officer and head of bespoke investment management at the firm.
She will also be responsible for developing the firm’s bespoke investment management service, including business development and client value propositions, which comprises both investment and advised activities.
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Additionally, she will also be responsible for a number of HNW and UHNW clients.
Lovell was previously the head of business development at Fleming Family & Partners, before joining Rothschilds where she worked as the managing director and senior client relationship manager.
She has a total of 18 years of experience in the private client field, having also worked at Friends Provident and Coutts.
Close Brothers’s bespoke business manages discretionary portfolios for private clients, charities, trusts, family offices and pensions, apart from offering tailored multi-asset portfolios designed to meet individual’s risk and return requirements.
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