Henry Lee

Business Analyst

T: +44 (0)20 3740 8398

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Henry joined the team in 2019 and is focused on providing the business with investment and analytical support. Over the last seven years, Henry has worked at Wellington Management and Charter Court Financial Services in roles that focused on data analytics, client reporting and portfolio implementation. His experience in portfolio analysis and performance measurement serves the team well.

Henry is a CFA® Charterholder and a Member of both CFA Institute and CFA UK. He holds a first-class BSc (Hons) in Mathematics from the University of Warwick.