Edmond de Rothschild AM appoints UK wholesale head

Daniel LeePrivate banking and asset management firm Edmond de Rothschild Asset Management has appointed Daniel Lee as director, head of UK wholesale.

Lee starts October 1 and joins from Allianz Global Investors, where he was sales director from December 2013 until September 2015. Prior to this, he was head of UK discretionary sales at Cazenove Capital, which was acquired by Schroders in July 2013.

Lee has worked in financial services for almost 20 years including in sales roles at Old Mutual Asset Managers, Britannic Asset Management and Chase de Vere.

“We are very pleased to be able to welcome Dan to our team. His deep knowledge of the market will be tremendously helpful, both in improving the quality of our coverage and in adapting our range of products and services to the needs of UK investors,” says Charles Goodman, chief executive officer, Edmond de Rothschild Asset Management.

The firm currently has 59 billion Swiss francs (€48 billion) in assets under management.

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