Global financial services consulting firm Sionic has appointed Scott Lee to be a Partner in the firm’s Wealth Management & Private Banking Practice, led by Managing Partner Gilly Green.
Scott joins Sionic from his former role as Investment Management Director in the Wealth & Asset Management Practice at accountancy firm KPMG. As part of his role, Scott also becomes part of the leadership team for Sionic’s Jersey practice which is based in St Helier, Jersey.
Scott has experience working across Europe, Asia and North America with wealth, life and pensions, asset management, and asset servicing clients, including traditional and alternative asset classes. He has held senior roles at CitiGroup, Genpact, Aviva and Aegon Asset Management, following earlier roles with CSTIM, CMG Admiral and the TSB Group. In 2003, he founded the specialist wealth and asset management consulting firm Assiso, which he then led for nine years.
Scott specialises in wealth platform technology, digital transformation, service efficiency and business resilience and is experienced in delivering transformation, change and benefits realisation. He has lead and delivered business growth and efficiency, launching new and innovative products, transforming businesses through technology and operational design, and developing high performing teams. He is also well-known industry figure and an active participant in the TISA Strategy Group.
Scott said: “I am tremendously excited to be joining Sionic’s award-winning Wealth Management & Private Banking practice at this time of rapid growth. The depth of expertise, experience and existing client base combined with a truly open and progressive group of like-minded consultants drew me to Sionic. I just can’t wait to get started and be part of our expansion.
“One of my first trips will be to meet our Jersey team and I am so pleased to be able to meet staff and clients in person again. Overall, it’s very much the right organisation, and the right team at the right time for me!”
Gilly Green added: “The wealth industry is developing rapidly, particularly in terms of platform technology and digital transformation. These bring complex challenges for business adoption – what clients need most is wisdom and experience they can trust, alongside technical expertise. Scott is a superb professional who blends a strategic mindset with the global experience that will enable our highly able teams in Jersey, London and Geneva to grow further, faster – and well. I am truly delighted to welcome him to the team.”