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Who’s Moving Where In Wealth Management? – Trimontium, Citi Investment Management
Editorial Staff
29 July 2026
Trimontium Lunn, who has more than 25 years of industry experience, spent over 20 years at Morgan Stanley, where he served in senior leadership roles in Investment Management (MSIM), including sales country head for the UK, Ireland and South Africa, head of International Global Financial Institutions Coverage, and member of the MSIM's EMEA and Latin America Sales ExCo. During his tenure, he helped expand market presence, grow assets under management, and integrate alternatives and private markets capabilities into MSIM's product platform. As well as helping to advance the firm’s CIM strategy across Europe, the Middle East, Africa, and the UK, Lunn will be responsible for driving the growth of managed investments across the region, overseeing portfolio implementation teams and managed investment specialists. He will work closely with the firm’s multi-asset class solutions, discretionary alternatives, and wealth CIO teams, while partnering with senior sales leaders across EMEA and the UK to accelerate net new investment asset growth. “Rob's leadership experience, industry expertise, and proven track record make him well positioned to lead our CIM efforts across these important markets,” White wrote in the memo. “I am confident he will be a great addition to our team as we continue to strengthen our franchise and enhance our offering for clients.”
(CIM) has appointed Rob Lunn as head of Portfolio Solutions & Investment Specialists, EMEA, effective 3 August. He will report to Kerry White, head of Citi Investment Management, Investment Solutions. The appointment was laid out in a memo seen by this news service and confirmed by a spokesperson at Citi.