Executive Director
Current
Jul 2013 - Present
AeroLeads people directory · profile
Matt Lee Email & Phone Number
Relationship Manager with Julius Baer - helping successful individuals & their families to achieve their ambitions & plan for the future
at
Julius Baer
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Relationship Manager with Julius Baer - helping successful individuals & their families to achieve their ambitions & plan for the future
Location
London, England, United Kingdom
Company size
Who is Matt Lee? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matt Lee is listed as Relationship Manager with Julius Baer - helping successful individuals & their families to achieve their ambitions & plan for the future at Julius Baer, a company with 5107 employees, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Matt Lee.
Matt Lee previously worked as Executive Director at Julius Baer and SVP at Bank Of America Merrill Lynch. Matt Lee studied at Goffs School.
Company email context
Email format at Julius Baer
This section adds company-level context without repeating Matt Lee's masked contact details.
Julius Baer
Review company-level records connected to Matt Lee before choosing the right outreach path.
Profile bio
About Matt Lee
With over 30 years’ experience in the Wealth Management industry, I am one of four partners in a team who have been together since 2000 - the longest serving team in the City. We are incredibly proud of our longevity – working together as one means that we are able to provide our clients with a seamless experience. We have a very strong focus on client service which, thanks to our team's approach, is industry leading. I love my work in Mental Health and the Menopause - as a Mental Health First Aider at JB (and a Champion of the Shaw Mind Foundation), and on the Diversity Project's Menopause workstream (I have attained the 'Become a Menopause Champion from the @WomenofaCertainStage organisation).Specialities - investment advisory, asset allocation, long term wealth and succession planning.#MHFA #MentalHealth #Menopause
Current workplace
Matt Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Julius Baer
3 roles
Matt Lee work experience
A career timeline built from the work history available for this profile.
Team & coworkers
Colleagues at Julius Baer
Other employees you can reach at juliusbaer.com. View company contacts for 5107 employees →
OM
Olivier Morand
Colleague at Julius Baer
Lausanne, Vaud, Switzerland, Switzerland
View →
SP
Shaw Pei L.
Colleague at Julius Baer
Singapore, Singapore
View →
GC
Greice Cristina Canova Sarvioli
Colleague at Julius Baer
Madrid, Community Of Madrid, Spain, Spain
View →
DD
Dav Dams
Colleague at Julius Baer
Abuja, Federal Capital Territory, Nigeria, Nigeria
View →
DT
Doreen Tan Cfa, Caia, Cfp, Aepp
Colleague at Julius Baer
Singapore, Singapore
View →
RV
Rudolf Von Geymueller
Colleague at Julius Baer
Austria, Austria
View →
SK
Stevana Kosanovic
Colleague at Julius Baer
Zurich, Switzerland, Switzerland
View →
AC
Allen Chew
Colleague at Julius Baer
Singapore, Singapore
View →
KK
Karolina Kosa
Colleague at Julius Baer
Zurich, Switzerland, Switzerland
View →
AF
Andrea Fabi
Colleague at Julius Baer
Baar, Zug, Switzerland, Switzerland
View →
Olivier Morand
Colleague at Julius Baer
Lausanne, Vaud, Switzerland, Switzerland
View →
SP
Shaw Pei L.
Colleague at Julius Baer
Singapore, Singapore
View →
GC
Greice Cristina Canova Sarvioli
Colleague at Julius Baer
Madrid, Community Of Madrid, Spain, Spain
View →
DD
Dav Dams
Colleague at Julius Baer
Abuja, Federal Capital Territory, Nigeria, Nigeria
View →
DT
Doreen Tan Cfa, Caia, Cfp, Aepp
Colleague at Julius Baer
Singapore, Singapore
View →
RV
Rudolf Von Geymueller
Colleague at Julius Baer
Austria, Austria
View →
SK
Stevana Kosanovic
Colleague at Julius Baer
Zurich, Switzerland, Switzerland
View →
AC
Allen Chew
Colleague at Julius Baer
Singapore, Singapore
View →
KK
Karolina Kosa
Colleague at Julius Baer
Zurich, Switzerland, Switzerland
View →
AF
Andrea Fabi
Colleague at Julius Baer
Baar, Zug, Switzerland, Switzerland
View →
1 education record
Matt Lee education
-
Goffs School
FAQ
Frequently asked questions about Matt Lee
Quick answers generated from the profile data available on this page.
What company does Matt Lee work for?
Matt Lee works for Julius Baer.
What is Matt Lee's role at Julius Baer?
Matt Lee is listed as Relationship Manager with Julius Baer - helping successful individuals & their families to achieve their ambitions & plan for the future at Julius Baer.
Where is Matt Lee based?
Matt Lee is based in London, England, United Kingdom while working with Julius Baer.
What companies has Matt Lee worked for?
Matt Lee has worked for Julius Baer, Bank Of America Merrill Lynch, and Coutts.
Who are Matt Lee's colleagues at Julius Baer?
Matt Lee's colleagues at Julius Baer include Olivier Morand, Shaw Pei L., Greice Cristina Canova Sarvioli, Dav Dams, and Doreen Tan Cfa, Caia, Cfp, Aepp.
How can I contact Matt Lee?
You can use AeroLeads to view verified contact signals for Matt Lee at Julius Baer, including work email, phone, and LinkedIn data when available.
What schools did Matt Lee attend?
Matt Lee studied at Goffs School.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Matt Lee you were looking for.
View similar profiles
