Samuel Lees

Samuel Lees Email and Phone Number

Portfolio Manager | Tanager Wealth Management LLP | Financial planning and investment management services for Anglo-American households in the UK and the US @ Tanager Wealth Management LLP
london, london, united kingdom
Samuel Lees's Location
London, England, United Kingdom, United Kingdom
Samuel Lees's Contact Details

Samuel Lees personal email

About Samuel Lees

Tanager Wealth Management delivers solutions that maximise our client's potential outcomes and ensure they can meet the goals they have for their families. Our clients are US-connected families & their advisors who lead a global life and require advice on how to best manage their financial affairs and investments. We help clients navigate the uncertainties of dual taxation and build an appropriate investment strategy to meet their goals and risk tolerance.

Samuel Lees's Current Company Details
Tanager Wealth Management LLP

Tanager Wealth Management Llp

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Portfolio Manager | Tanager Wealth Management LLP | Financial planning and investment management services for Anglo-American households in the UK and the US
london, london, united kingdom
Website:
tanagerwealth.com
Employees:
20
Samuel Lees Work Experience Details
  • Tanager Wealth Management Llp
    Portfolio Manager
    Tanager Wealth Management Llp Sep 2023 - Present
    London Area, United Kingdom
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  • Tanager Wealth Management Llp
    Senior Investment Associate
    Tanager Wealth Management Llp Sep 2020 - Present
    London, England, United Kingdom
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  • Dennehy Weller & Co. And Fundexpert.Co.Uk
    Head Of Research
    Dennehy Weller & Co. And Fundexpert.Co.Uk Jun 2014 - Sep 2020
    London, United Kingdom
  • Maseco Private Wealth
    Investment Associate
    Maseco Private Wealth Jul 2010 - Jun 2014
    View
  • Strata Partners
    Analyst
    Strata Partners Jun 2009 - Apr 2010
    View
  • Asia Chronicle
    Volunteer Staff Reporter
    Asia Chronicle May 2009 - Aug 2009
  • Toyota Motorsport Gmbh
    Marketing & Pr Assistant
    Toyota Motorsport Gmbh Jul 2008 - Dec 2008
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  • Net Impact
    Event Organizer
    Net Impact Sep 2007 - Jan 2008
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  • Yale University Press
    Indexer
    Yale University Press Aug 2007 - Jan 2008
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  • Congressional Management Foundation
    Assistant
    Congressional Management Foundation Sep 2006 - Dec 2006
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Samuel Lees Skills

International Relations Research Analysis Financial Modeling Financial Analysis Business Development Business Analysis Portfolio Management Investments Political Science Customer Service Management Customer Relations

Samuel Lees Education Details

Frequently Asked Questions about Samuel Lees

What company does Samuel Lees work for?

Samuel Lees works for Tanager Wealth Management Llp

What is Samuel Lees's role at the current company?

Samuel Lees's current role is Portfolio Manager | Tanager Wealth Management LLP | Financial planning and investment management services for Anglo-American households in the UK and the US.

What is Samuel Lees's email address?

Samuel Lees's email address is sa****@****ail.com

What schools did Samuel Lees attend?

Samuel Lees attended Chartered Insurance Institute, Chartered Institute For Securities & Investment, University Of Nottingham, University Of St Andrews, Oakham School, Oakham School.

What are some of Samuel Lees's interests?

Samuel Lees has interest in Rock Climbing, Road Cycling, Mountain Boarding, Time Trial, Tennis.

What skills is Samuel Lees known for?

Samuel Lees has skills like International Relations, Research, Analysis, Financial Modeling, Financial Analysis, Business Development, Business Analysis, Portfolio Management, Investments, Political Science, Customer Service, Management.

Who are Samuel Lees's colleagues?

Samuel Lees's colleagues are Marta De Gouveia, Peter Martin Collar, Cole Gustafson, Angela Lloyd-Read Chartered Financial Planner Fpfs, Anisa S., Jacob Walsh, Alex Eichhorn.

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