About Lee
I joined the company in 2014. My main responsibilities focus on discretionary portfolio management, but also providing advisory solutions for institutions, private clients and intermediaries. I am a member of our Fund Selection Committee specialising in US equities. Prior to the I I was a Senior Portfolio Manager at Kleinwort Benson where I performed similar role for over 13 years.
I began my career with Gartmore Fund Managers in 1993 where I was head of the Securities team before joining Cater Allen Investment Management (CI) Ltd in 2001 as a portfolio manager.
I am a Chartered Wealth Manager and Chartered Member of the CISI.