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Who’s Moving Where In Wealth Management? – Julius Baer, Crestbridge
Editorial Staff
14 December 2022
Julius Baer International With a career in finance, governance and business management spanning almost 30 years, Lee also has extensive expertise in the UK listed funds sector.
Swiss private bank , which provides outsourced fiduciary, administrative, accounting and compliance services, has appointed Anthony Lee as director, UK head of corporate services.
Lee will help develop the firm’s services and solutions for corporate clients, including pre-IPO support, accounting, governance and depositary services for real estate investment trusts and other investment companies.
A fellow of the Association of Chartered Certified Accountants (FCCA), Lee has previously served in senior roles at a number of major service providers. Prior to joining Crestbridge he was head of listed funds, UK, at another large global corporate and fund administration services provider, where he played a key role in the development of its UK listed fund solutions.