Edwin Lee

AIWM Education


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 the outdoors – mountain biking, scuba diving and adventure sports. He also serves as chairman of the board of a local church and his family cares for children at risk. In addition, he holds the appointment of division liaison officer in his military unit.