My primary role is to construct and manage investment portfolios for private clients, trust and institutions. When constructing portfolios for clients my core focus is upon their achieving their individually specified outcome and objectives. This involves seeking the correct balance of risk and growth for our clients, while taking into consideration personal factors such taxation and ethical considerations. Client outcome is of first and foremost importance.
Lee graduated from the University of St. Andrews, with a MA (Hons) in Management and Economics he received a Post Graduate Diploma from LSE and has an MBA from Edinburgh Business School. He holds the PCIAM Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investments.
Lee joined Quilter Cheviot in July 2017. Prior to joining Lee has developed a strong track record in managing an array of investment mandates for a highly diverse international client base, including responsibility for government and institutional mandates. His focus has primarily been on researching and managing fixed interest investments.
Lee has three daughters to keep him busy, in his spare time he is an Adjunct Professor of Economics lecturing on a range of subjects for Jersey International Business School. He is the Treasurer of the Jersey Children’s Charity is dedicated to helping sick children and their families. He enjoys running, swimming and reading.