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Profile
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.
Robert James Lee active positions
| Companies | Position | Start |
|---|---|---|
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 |
Training of Robert James Lee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
39
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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