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Covenant Capital

Independent Asset Manager

A Singapore-based Independent Wealth Manager with a strong heritage drawn from its founders and experienced investment team.

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ABOUT

Investment professionals are called to be stewards of their clients' assets. At Covenant Capital, we operate on a fundamental bond between ourselves and the clients we serve – a bond built on professional and social ethics, expert knowledge and an unbiased stewardship towards holistic accumulation and wealth preservation. Our single-minded purpose is to serve only the interests of our clients. We believe that such a covenant of trust, between clients and our investment-focused equity partners, is the only sustainable basis of long term wealth preservation, accumulation and partnership.

Edwin Lee
CEO

FACTS

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.

Founded 2016

Ownership Private

Presence Local

No. of employees 12

Country of origin Singapore

Asia offices in Singapore

Fee class $ $ $ $ $

Suitable for clients with US$1 - 10 mil

SERVICES

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.

Mixed Portfolios

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

A fixed fee is charged per annum

We are firm believers that alignment of interests is key. Investment professionals should be compensated based on the value of our clients portfolios and not by trading commissions. Our clients pay us management fees based on the value of their portfolios

Advice provided is independent

We employ an open architecture work approach, working with the best-of-breed fund managers, insurance and estate planning services. We are able to select the best as well as the most efficient cost structure for our clients.

Insurance

Universal Life

Variable Universal Life policies - with the underlying either managed in an advisory manner supported by our investments team, or run by our portfolio management team.

Wealth Planning

Trust Planning

Retirement Planning

Succession Planning

Financial Planning and Wealth Overview

Offers a holistic overview of your financial status, forming the foundation for discussions concerning the systematic planning of your wealth from various angles including finance, tax and estate planning.

Other Services

Alternative Investments

Sophisticated investors can access alternative investment opportunities

Multi-Currency Wealth Management

WEALTH'S OPINION

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?

1

Investment Expertise

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

2

Stewardship

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

3

Independence

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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Covenant Capital

A Singapore-based Independent Wealth Manager with a strong heritage drawn from its founders and experienced investment team.

SEE PORTFOLIOS