We earn predominantly via a fee-based model, solely on the state of our clients’ wealth. Our clients are our only paymaster; not a bank or a broker. We employ an open architecture work approach, working with the best-of-breed fund managers.
Covenant Capital's investments team has a wealth of experience (averaging 20 years) and has managed money through multiple investment cycles. (http://www.covenant-capital.com/our-team/)
Discretionary Wealth Management
Portfolio of Funds
Clients can invest in portfolios made up of actively managed funds - both traditional and alternative.
Portfolio of Trackers
Clients can invest in portfolios made up of ETFs & futures.
In a discretionary mandate, you entrust your family's wealth to be managed by our team so that you can concentrate on your own business, family and charity work. We are the primary capital markets portfolio manager for our key clients.
Global investment portfolios
We believe global asset allocation across all asset classes is key. Our firm's in-house macro views (http://www.covenant-capital.com/from-the-cios-desk/) are the starting point to portfolio allocation.
Currency Hedged Portfolios
We believe that its important to manage currency risks in our clients portfolios. We managed discretionary accounts hedged back to a client's base currency.
Advisory Wealth Management
Covenant Capital's team are industry veterans, with a large alumni from Salomon Smith Barney and Citigroup, with complementary backgrounds that span portfolio management, private banking, trading and investment research. They take a proactive approach towards wealth management via a strong investment team that produces monthly house views and research thats is geared towards providing forward-looking and optimal asset allocation strategies.
Why Choose Covenant Capital?
Covenant place a strong emphasis in investment and public market expertise. Their investment team is led by Edward Lim, CIO, ex Head of Citigroup Asian equities proprietary trading desk, with a management team who have average careers spanning 30 years in deal-side and trading
A central tenet of their business is the alignment of interest with those of their clients, via their fee model and through providing holistic wealth management advice backed by solid research and analysis
Agnostic to product providers or financial institutions, Covenant deploy the best-of-breed investment funds and wealth management services available for their clients
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