Profilo
Mr. Robert J.
Lee, CFA, is a Head of Model Portfolio Services & Head of Rates 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.
Posizioni attive di Robert James Lee
| Società | Posizione | Inizio |
|---|---|---|
Arbion Ltd.
Arbion Ltd. Investment ManagersFinance Arbion creates and manages global investment strategies, generating the best outcome for its clients, with expertise in multi-asset and fixed income investing and hedge fund portfolios. The firm takes a conservative view on currency risk and hedge foreign exchange risk where appropriate to reduce portfolio volatility. They perform bottom-up fund selection. | Head-Fixed Income Invts | 01/01/2017 |
Formazione di Robert James Lee
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
The University of Southampton
The University of Southampton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Arbion Ltd.
Arbion Ltd. Investment ManagersFinance Arbion creates and manages global investment strategies, generating the best outcome for its clients, with expertise in multi-asset and fixed income investing and hedge fund portfolios. The firm takes a conservative view on currency risk and hedge foreign exchange risk where appropriate to reduce portfolio volatility. They perform bottom-up fund selection. | Finance |
















