Henry Lee

Henry joined the team in 2019 from Wellington Management where he was a Global Credit Portfolio Analyst responsible for monitoring portfolio positions and interacting with Portfolio Managers and Traders to implement investment activities across client portfolios.

Henry is responsible for fixed income analytics, bond selection, portfolio implementation, research, and strategy. He brings his passion about Fixed Income and Economics to facilitate the bond investment and portfolio management process focused on capital preservation and income generation for clients.

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.

Investment experience:  11 years