Who's Moving Where In Wealth Management? – LGT Wealth Management, Forsters, Ascot Lloyd

Editorial Staff

29 January 2026

LGT Wealth Management
UK-based has appointed Prachi Kodlikeri (main picture), its chief technology officer, as a partner.

Kodlikeri joined the firm in 2024. Before this, she spent more than 13 years at Goldman Sachs, where she served in senior technology roles progressing to senior vice president. She subsequently spent five years at Ruffer as technology director and partner.

Forsters
, the UK financial advice firm, has appointed Felice Rea as chief risk and controls officer.

She will be responsible for overseeing the organisation’s enterprise risk, compliance and governance framework, and partnering with the executive team to ensure that Ascot Lloyd’s growth strategy is delivered on a strong and sustainable foundation.

Rea has spent the last 11 years as group finance director at Ascot Lloyd. Prior to her tenure at Ascot Lloyd, she spent 10 years as a finance director overseeing the risk function at Torquil Clark Limited, a financial services business owned by Skipton Building Society.

Rea’s appointment aligns with the transformation of Ascot Lloyd’s executive team under CEO Francis Jackson, which has been structured to deliver an “ambitious” strategic agenda. Her hire follows that of StJohn Gardner, managing director of Ascot Lloyd Investment Management, in October 2025, Ben Waterhouse, chief client officer, in September 2025, and Eden Scrivenger, chief technology and operations officer in August 2025.

“I am delighted to announce Felice’s appointment, building on the exceptional additions we have recently made to our executive leadership team. Over the past year, we have been very focused on getting the right people in place to support our ambitious growth agenda, and today’s appointment reflects this,” Jackson said. “Felice’s deep knowledge of Ascot Lloyd’s business, paired with the depth of her industry experience, make her an ideal fit to lead our risk and controls function.”