AeroLeads people directory · profile

Trevor Lee 李卓謙 Email & Phone Number

Location: Hong Kong, Hong Kong Sar 5 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Adviser
Location
Hong Kong, Hong Kong Sar

Who is Trevor Lee 李卓謙? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Trevor Lee 李卓謙 is listed as Adviser at St. James's Place Wealth Management – Asia, based in Hong Kong, Hong Kong Sar. AeroLeads shows a matched LinkedIn profile for Trevor Lee 李卓謙.

Trevor Lee 李卓謙 previously worked as International Business Acquisition Consultant at St. James’S Place Wealth Management and FX Consultant at Worldwide Currencies. Trevor Lee 李卓謙 holds Bachelor'S Degree, Economics, Upper Second Class from University Of Bath.

Company email context

Email format at St. James's Place Wealth Management – Asia

This section adds company-level context without repeating Trevor Lee 李卓謙's masked contact details.

St. James's Place Wealth Management – Asia

Review company-level records connected to Trevor Lee 李卓謙 before choosing the right outreach path.

Profile bio

About Trevor Lee 李卓謙

I specialise in the provision of highly personalised, relationship-focused, fiducial wealth management services to individuals and families here in Hong Kong. Putting my clients firmly at the centre of everything I do, my particular areas of expertise include helping my clients with: ► Improving financial literacy and well-being ► Understanding and creating bespoke financial roadmaps ► Identify and meeting protection shortfalls ► Forward-thinking tax and trust planning ► Goals based retirement and investment planning ► Securing the financial future that they want and deserve!Working together with St. James’s Place, we are excellently positioned in the wealth management market here in Hong Kong because of our FTSE100 track record, expertise with an international clientele and our distinctive approach to investment management.If that sounds like something that I can help you with, please do reach out on +852 5201 7770, or trevor.lee@sjpp.asia.Putting business aside, I enjoy exploring the lush greenery and scenic views that Hong Kong has to offer, taking good ol' Scrappy out for walkies and spending as much time as I can with loved ones!

Listed skills include Financial Advisory, Powerpoint, Fx Spot, Commodity Markets, and 29 others.

Current workplace

Trevor Lee 李卓謙's current company

Company context helps verify the profile and gives searchers a useful next step.

St. James's Place Wealth Management – Asia
St. James'S Place Wealth Management – Asia
Adviser
Hong Kong
AeroLeads page
5 roles

Trevor Lee 李卓謙 work experience

A career timeline built from the work history available for this profile.

Adviser

Current

Hong Kong Sar

With so many current uncertainties in the world, the need for face-to-face, relationship-based financial advice has never been greater. As an Advisor at St. James's Place, my role is to understand the financial needs of individuals, families, and sometimes corporations, and ultimately tailor a journey that will lead them from where they are today, to where they want to be in the future. If you, or anyone you know, would benefit from having a confidential conversation around how I can add value through providing bespoke financial advice, feel free to contact me via:Mobile: +852 5201 7770Email: trevor.lee@sjpp.asia

Jul 2019 - Present

International Business Acquisition Consultant

117 Picadilly, London

As one of the largest advice-led wealth management firms in the UK, we’re committed to delivering value for our clients and our shareholders alike. The long-term relationship between our trusted financial advisers and their clients is at the heart of what we do, and it’s important we attract and train the highest quality of advice professionals to join our Partnership.

Apr 2016 - Jun 2019

Fx Consultant

St. Pauls, London

Worldwide Currencies are market leaders in foreign currency, providing the most competitive exchange rates for institutional clients, companies and individuals wishing to transfer funds around the world. Our headquarters are based in the City of London, and we are one of the UK’s fastest growing financial service businesses. Since the beginning of 2010, when Worldwide Currencies ownership changed, it has displayed impressive growth where the volumes traded have more than doubled. As a result we are now widely recognised as one of the most respected names in the foreign exchange industry, catering for institutional, corporate and private clients alike.

Feb 2015 - Dec 2015

Futures Trader

London, United Kingdom

Met Traders is a leading financial futures house that specialises in proprietary trading and market making across the world’s top derivative exchanges, including NYSE Liffe, NYSE Liffe US, CME Group, Eurex, TFX, Montreal Exchange and ICE.

Sep 2014 - Oct 2014
2 education records

Trevor Lee 李卓謙 education

A-Level, Mathematics, Further Mathematics, Economics, Chemistry, Physics, General Studies

King Edward Vi Grammar School
FAQ

Frequently asked questions about Trevor Lee 李卓謙

Quick answers generated from the profile data available on this page.

What company does Trevor Lee 李卓謙 work for?

Trevor Lee 李卓謙 works for St. James's Place Wealth Management – Asia.

What is Trevor Lee 李卓謙's role at St. James's Place Wealth Management – Asia?

Trevor Lee 李卓謙 is listed as Adviser at St. James's Place Wealth Management – Asia.

Where is Trevor Lee 李卓謙 based?

Trevor Lee 李卓謙 is based in Hong Kong, Hong Kong Sar while working with St. James's Place Wealth Management – Asia.

What companies has Trevor Lee 李卓謙 worked for?

Trevor Lee 李卓謙 has worked for St. James'S Place Wealth Management – Asia, St. James’S Place Wealth Management, Worldwide Currencies, and Met Traders Ltd.

How can I contact Trevor Lee 李卓謙?

You can use AeroLeads to view verified contact signals for Trevor Lee 李卓謙 at St. James's Place Wealth Management – Asia, including work email, phone, and LinkedIn data when available.

What schools did Trevor Lee 李卓謙 attend?

Trevor Lee 李卓謙 holds Bachelor'S Degree, Economics, Upper Second Class from University Of Bath.

What skills is Trevor Lee 李卓謙 known for?

Trevor Lee 李卓謙 is listed with skills including Financial Advisory, Powerpoint, Fx Spot, Commodity Markets, Economics, Fundamental Analysis, Technical Analysis, and Sales.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.