CURZON & COMPANY STRATEGY AND IMPLEMENTATION SPECIALISTS

Alex Lee

Alex is a seasoned strategy professional with over twenty years experience in the Financial Services Industry.

Alex has spent ten years working in senior roles in the Financial Services industry, most recently as Head of Strategy for the Wealth Management Division at one of Asia’s largest and most successful Banks, Commonwealth Bank. He was responsible for strategic planning, M&A and the delivery of major strategic initiaves accross a portfolio of businesses including funds management, financial planning, platform administartion, life insurance and general insurance.

Alex also spent ten years in the Management Consulting industry where he worked with some of the worlds leading Banks, Insurers and Fund Managers. He was a Vice President at Capgemini and Head of Wealth Management for the Asia Pacific region. He was also responsible for the Strategy and Transformation practice in Australia. Before this he was a Principal at Gemini Consulting based in London where he worked on a range of strategy assignments for clients including AXA, Merrill Lynch, Deutcshe Bank, Santander, UBS, and Schroders. He has worked in most financial centres including London, Geneva, New York, Hong Kong, Singapore, Tokyo and Sydney.

Alex joined Curzon & Company because, “I enjoy working with like minded individuals to develop and implement pragmatic solutions to complex client issues.”

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