Profil
Mr. Robert J.
Lee, CFA, is a Co-Head of Multi-Asset Investments at Arbion Ltd.
He has been managing the wealth of private clients since 2006 as a portfolio manager and fixed income specialist.
He is jointly responsible for the multi-asset investment team, global fixed income strategies, and Arbion's retail funds business.
Previously, Mr. Lee worked for Lehman Brothers on the European Capital Markets team, and then Coutts & Co where he was a member of the fixed income and foreign exchange selection committees, responsible for managing the advisory and discretionary portfolios for private clients and institutions.
He is a Chartered Financial Analyst and a member of the Chartered Institute for Securities & Investment.
Aktive Positionen von Robert James Lee
| Unternehmen | Position | Beginn |
|---|---|---|
Arbion Ltd.
 Arbion Ltd. Investment ManagersFinance Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients. | Head-Fixed Income Invts | 01.01.2017 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Arbion Ltd.
Arbion Ltd. Investment ManagersFinance Arbion Ltd. is a wealth management firm headquartered in London, UK. Formerly known as Signia Wealth Ltd., the firm was founded by Gautam Batra and Nathalie Dauriac-Stoebe in 2009 as True Wealth Ltd. They are a subsidiary of Arbion Holdings Ltd. Arbion targets the ultra-high net worth market and was formed to provide a full wealth and investment management service to private individuals, their families and institutional clients. | Finance |
