Penelope A. Lovell

Operates as a charitable organization

Provides advice to investment community

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.

Stonehage Fleming manages and protects their client’s wealth, often across several geographies and generations.

Provides a range of investment opportunities and other services