Edwin Lee

Chief Executive Officer

Covenant Capital

Profile:

As CEO of Covenant Capital, Edwin leads the firm’s strategic direction and drives business growth. He started his career with Salomon Smith Barney (SSB) in 2000, providing comprehensive investment advice to individual and institutional clients over the course of 12 years. As the key manager for the team’s discretionary multi-asset class portfolios, he oversaw the team’s portfolio decisions, including the use of options to hedge and generate income. Following the stint at SSB, he spent two years with DBS as a private banker, advising both high-net-worth and ultra-high-net-worth individuals and families. Before co-founding Covenant Capital, he was with Swaen Capital, an independent asset manager based in Singapore, leading the global asset allocation portfolio management team. Edwin graduated from the Nanyang Technological University’s Nanyang Business School in 2000 with a Bachelor of Business Studies, majoring in Financial Analysis. He obtained the Chartered Financial Analyst (CFA) designation in 2003 and Chartered Alternative Investment Analyst (CAIA) designation in 2007. He is also a member of the CFA Institute, CFA Singapore and the CAIA Association. He currently serves on the Association of Independent Asset Managers, Singapore, as the committee member overseeing Education. For leisure, Edwin enjoys mountain biking, running and adventure sports. He also serves as chairman of the board of a local church and currently holds the appointment of division liaison officer in his military unit.

The latest articles from Edwin Lee

Independent Wealth

Covenant Capital Extols the Virtues of Independence in Wealth Management Edwin Lee, CEO of Covenant Capital, met with Hubbis to convey the firm’s ethos that the advisory firm’s integrity and its careful stewardship of entrusted investments should be the top priority for wealth management professionals. Lee, who drives the firm’s strategic direction, calls for true indepe....

The latest events from Edwin Lee

Fullerton Hotel, Singapore

Independent Wealth Management Forum 2019

We were delighted to host our 7th annual event in Singapore for the Independent Wealth Management Community.

More than 500 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private...