Insignis appoints Sam Pennefather as VP of Wealth to drive next phase of growth

Today, we’re excited to announce the appointment of Sam Pennefather as VP of Wealth.

Sam joins Insignis to lead our wealth distribution strategy and deepen relationships across the UK's wealth management and financial adviser communities. His appointment reflects our continued commitment to expanding its presence in this sector and delivering innovative cash management solutions that optimise returns, enhance operational efficiencies and manage risk.  

Sam brings extensive experience in wealth management and financial services, having built a strong reputation for developing strategic partnerships, driving growth and delivering exceptional client outcomes.  

Sam's career highlights include senior distribution and intermediary-facing roles at CCLA Investment Management, where he was Head of Strategic Relationships and subsequently Head of Intermediary Sales. Prior to this, he spent more than a decade at Jupiter Asset Management, most recently as Director & Head of Strategic Alliances in the retail distribution team. Sam spent the early part of his investment career at Fidelity International.  

Against a backdrop of persistent volatility and uncertainty, the wealth industry continues to recognise the importance of efficient cash management and access to competitive savings solutions. Sam's experience, industry relationships and deep understanding of the needs of advisers and investors make him an outstanding addition to our leadership team. He will play a key role in helping us expand our reach and further strengthen our position as a trusted partner to the wealth management community.

On the appointment, Sam said:  "I am thrilled to be joining Insignis at such a pivotal time. The company has established a market-leading and innovative proposition that addresses a clear need for advisers and clients seeking to optimise cash management while maintaining the security and simplicity they expect. I look forward to working with colleagues, partners and clients to build on the firm's success and support its next phase of growth."

Get in touch to find out how Insignis can help you support your clients.