Roger Lee
About Roger Lee
Roger Lee serves as the Head of UK Equity Strategy at Investec, bringing over thirty years of experience in equity markets. His career includes roles in institutional equity sales at several prominent financial institutions, including J.P. Morgan, Deutsche Bank, and HSBC.
Current Role at Investec
Roger Lee serves as the Head of UK Equity Strategy at Investec, a position he has held since 2021. In this role, he is responsible for developing and implementing equity strategies that align with the firm's objectives. His extensive experience in equity markets supports his leadership in this capacity.
Previous Experience in Institutional Equity Sales
Roger Lee has a comprehensive background in institutional equity sales, having worked at several prominent financial institutions. His career includes roles at Cazenove from 1996 to 1998, HSBC from 1998 to 2002, J.P. Morgan from 2002 to 2007, Deutsche Bank from 2007 to 2012, Macquarie Group from 2013 to 2015, and Investec from 2015 to 2020. This diverse experience spans over two decades and covers various markets.
Education and Professional Qualifications
Roger Lee studied at Gresham's School and later attended the University of Birmingham, where he earned a Bachelor of Science (BSc) in Physics. He is also a Chartered Accountant, having gained his qualifications from KPMG. This educational background provides a strong foundation for his career in finance and equity strategy.
Experience in Equity Markets
With thirty years of experience in the equity markets, Roger Lee has developed a deep understanding of market dynamics across the UK, Europe, and Asia. His career began when he traded his first stock at the age of 16 during the Reuters IPO, marking the start of his long-standing involvement in the financial sector.
Interest in Politics
Roger Lee has a strong interest in politics, which is influenced by his roots in Lincolnshire. This interest may inform his perspectives and strategies within the financial markets, particularly in relation to regulatory and economic factors.