Courtland Lee is a Client Executive within the Insurance Solutions team at W1M, having joined in 2022. He supports the servicing and development of insurance client relationships with a focus on working with our clients based in the UK & Europe.
He collaborates closely with colleagues across the firm as well as external custodians and service providers to ensure the efficient delivery of investment solutions. Courtland works with our team’s Portfolio Managers and Client Directors to ensure investment strategies are implemented effectively and in line with client and regulatory requirements.
Before relocating to the UK, Courtland began his career in New Zealand’s financial services industry, working across private wealth management, asset management, and retirement funds. He holds a Bachelor of Commerce in Accounting and Finance from the University of Victoria, Wellington.
