Tony Penn
About Tony Penn
Tony Penn serves as the Head of Wealth, where he has focused on enhancing customer experiences and achieving key performance metrics in wealth management. He has extensive experience in the financial sector, having held various leadership roles since 2010.
Work at HSBC
Tony Penn currently serves as the Head of Wealth at HSBC, a position he has held since 2018 in Birmingham, United Kingdom. He also oversees the Premier North division, a role he has maintained since 2013. Prior to these roles, he worked as the Regional Head of Wealth Management and Premier London from 2012 to 2013 and as the Regional Head of Wealth Management from 2010 to 2012 in Central London. His leadership at HSBC emphasizes delivering superior customer experiences and achieving key performance metrics in wealth management and retail banking.
Education and Expertise
Tony Penn studied at the Chartered Insurance Institute, where he focused on Financial Planning and Services. He achieved the CII Level 4 Diploma, which signifies a strong foundation in financial planning principles. This educational background supports his expertise in wealth management and his current leadership roles within HSBC.
Background
Tony Penn has extensive experience in wealth management, having worked in various leadership roles within HSBC since 2010. His career trajectory includes significant positions that have allowed him to shape wealth management strategies at a regional and national level. His work has involved participation in strategic working groups aimed at enhancing HSBC Premier and Wealth services.
Achievements
Throughout his career, Tony Penn has been recognized for achieving outstanding key performance metrics in both wealth management and retail banking. His focus on customer experience and strategic leadership has contributed to the success of the divisions he has managed at HSBC.