Philip Lee

Philip Lee

Wealth Management Leader - Scotland, the North and NI
Edinburgh, Scotland, United Kingdom

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Work Experience

NatWest Group

Advice Market Leader: Specialist Advice & Investment Services

2022-08-01 - Present

AHR Private Clients

Private Client Director

2021-06-01 - 2021-11-01

7IM Private Client

Private Client Manager

2020-09-01 - 2021-06-01

UBS

Director, Client Advisor

2016-11-01 - 2020-07-01

Adam & Company (Now Coutts Scotland)

Director, Private Banking

2008-07-01 - 2016-11-01

Skills

banking financial services digital technology customer services risk audit finance data

Languages

No Languages Available