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Matt Lee

Relationship Manager

Matt began his career in banking at Coutts in 1988, before joining Merrill Lynch Wealth Management in 1995 and onto Julius Baer in 2013 when they acquired BAML’s international wealth management arm. Matt lives in Kent with his wife Claire and their Hungarian Vizsla dog, Maggie. He is a keen sportsman, enjoying rugby, football (Arsenal), cricket and golf. He has run five marathons and is now a keen cyclist. Matt is proud to be a Mental Health First Aider and Menopause Ally at Julius Baer and the Diversity Project.

How to get involved

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Join as a Partner or a Supporter

Partners and Supporters are companies and organisations within the industry, who do not fall within our Member definition but share our goals and values and agree to amplify the work the Diversity Project does.

Join as an ambassador

Diversity Project Ambassadors are people with a savings and investment background who support the Project’s ambition to accelerate diversity and inclusion in our sector. They advocate inclusion and offer their time and expertise to support the Project’s activities. Please read about the role of an ambassador.