The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the Middle East and select international locations.

UBS Asset Management
UBS Asset Management has appointed Barry Gill and Sonja Laud (pictured below) as co-heads of its investments business, bringing together its direct public and private markets capabilities, which have more than $1.8 trillion in combined invested assets.

Sonja Laud

Laud, based in London, who will join on 1 July 2026 and will become a member of the AM management team reporting to Aleksandar Ivanovic, president Asset Management. She will also be appointed head of AM EMEA, reporting additionally to Beatriz Martin in her capacity as president UBS EMEA.

Laud was most recently global chief investment officer at Legal & General Asset Management, where she was responsible for all investment and stewardship activities across the active and index capabilities. She was a member of L&G AM’s executive team, as well as chief executive of L&G AM Ltd. Laud is also the chair of the UK’s Investment Association’s Investment Committee. During her 24-year career, she has served in a range of senior investment roles, including managing flagship global equity and multi-asset capabilities, at Fidelity International, Barings and Schroders. She started her career at DWS.

“Sonja brings highly complementary skills and expertise to the team, and we look forward to welcoming her to Asset Management to lead the combined Investments business forward in partnership with Barry,” Ivanovic said.

Gill, based in New York, has worked at UBS for 30 years. He has been a member of the AM MT since 2019, with responsibility for AM’s traditional and hedge fund Investment capabilities. He joined AM in 2012 in the O’Connor investment team, and was appointed AM’s head of active equities in 2016. Gill started his career at UBS Investment Bank as a graduate trainee in 1995.

W1M Wealth Management Ltd
W1M Wealth Management Ltd, a wealth and investment management firm for high net worth and ultra-high net worth individuals and families, charities, and institutions, has appointed Alistair Jackson, Poppy Campbell-Lamerton to join its US private wealth team, and Oliver Jones-Davies (pictured below) to join its charities team.
 

(Left to right) Oliver Jones-Davies, Poppy Campbell-Lamerton and Alistair Jackson

Jackson, Campbell-Lamerton and Jones-Davies bring a combined 45 years of wealth, financial planning and investment experience to W1M’s integrated wealth and investment management proposition.

Jackson previously spent seven years delivering holistic financial planning and investment solutions to HNW and UHNW individuals and families at Tanager Wealth Management. He will advise onshore and offshore clients, particularly in the US, to provide robust cross-border strategies, and will report to Nick Hammond, head of private wealth and US private wealth.

Also reporting to Hammond, Campbell-Lamerton spent seven years advising a broad range of clients, from entrepreneurs and senior executives to multi-generational families, on tailored investment strategies and financial planning at 7iM. Prior to that, she spent two years working as an investment assistant at Investec Wealth & Investment UK.

Jones-Davies, a portfolio manager in the charities team, who has 30 years’ experience in financial services, will report to James Pike, head of charities. Previously, he spent 16 years working with charity and foundation clients at CCLA Investment Management, and before that he served in senior roles at Barclays, HSBC and ING Barings.

Welcoming Jackson and Campbell-Lamerton, Hammond said: “Their collective experience, particularly their international and offshore expertise at a time when UHNW individuals are becoming more globally mobile, will further strengthen our ability to provide exceptional, personalised service to our clients.”

“He [Jones-Davies] brings extensive experience from his 16 years at CCLA Investment Management, where he developed a strong reputation for thoughtful, long-term investment thinking and supported charities through periods of challenge, uncertainty and change,” Pike said. “Oliver’s expertise and values align closely with W1M’s commitment to delivering high-quality, client-focused advice, and we’re looking forward to the contribution he will make as we continue to grow.”

CISI
The Chartered Institute for Securities & Investment (CISI) has announced that Rholo Mba (main picture), Chartered FCSI will be president of the CISI’s Jersey branch. He is taking over from Rhea Wright, Chartered FCSI, who served for two years.

Mba is an investment advisor at Barclays, with 14 years of experience in financial services. He started his career in corporate secretarial services and company administration for on and offshore tax-efficient structures. Prior to joining Barclays in 2020, Rholo held senior positions at independent, privately owned companies responsible for a select group of high net worth and ultra-high net worth clients, trusts, family offices, and corporate structures, providing wealth management, structuring, and financial advice.

Mba, who advocates for his local community, is heavily involved in education, particularly as a board governor for Highlands College, Jersey. He played an integral role on the Jersey branch committee in organising the annual CISI Insight Day with committee members to introduce and inform students in years 11, 12 and 13 about career paths available in finance.

“It is a privilege to lead an organisation that plays such an important role in supporting the professionalism, integrity and future of our industry,” Mba said, adding that his focus would be on “building on the success of our CISI Insight Days, providing students with a window into what it’s like to work within Jersey’s financial services sector. The event is essential in inspiring and preparing the next generation of leaders.”

“Rholo is a great advocate for the CISI and has been an integral part of the Jersey committee, alongside Rhea Wright, the outgoing president,” Tracy Vegro OBE, CISI chief executive, said. “We are delighted to support Rholo and expect his enthusiasm for promoting financial education initiatives to inspire the next generation, which is so important for the sector’s future. All thanks, too, to Rhea.”