13 February 2023

AIWM Teams Up with Eight Member Firms for SMU Bursary Initiative

The Association of Independent Wealth Managers Singapore (AIWM) has partnered with eight of its member firms to establish a bursary initiative at Singapore Management University (SMU). This is the first time that such an initiative has been undertaken by AIWM. Collectively, between the eight member firms and AIWM, the gift amounts to $160,000 and will benefit eight students in total.
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Source: Singapore Management University
30 October 2021

What’s trending in Wealth Management

In recent years, the use of offshore structures and trusts in tax havens have gotten bad press. This is mainly due to document leaks that have exposed how corporations and wealthy individuals have been seeking offshore service providers — an avenue not available to the masses — to enjoy tax benefits, among others.
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Source: TheEdge Singapore
29 September 2021

ESG, luxury watches, crypto: Singapore private bankers change focus

Private bankers in Singapore are having to adjust the focus of their work.
Relationship managers are delving into sustainable investing,
digital assets and even fine art as
investors’ demands evolve during Covid-19 pandemic.

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Source: efinancialcareers
14 October 2020

China Tech Stocks Seen a Better Bet Than U.S. Peers Under Fire

Chinese internet stocks will keep
outperforming their U.S. counterparts
in the months ahead as regulatory challenges to America’s technology giants mount in Washington and Brussels,
according to some investors.

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Source: Bloomberg
21 August 2020

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 independence, better education and a
fundamental realignment of values.

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Source: Hubbis
21 August 2020

'Digitalisation is where we are behind': Covenant Capital CEO

Covenant Capital wants to be known as a leading innovator in the multi-family office space.
CEO Edwin Lee feels not many independents in Asia use the American space as a model.

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Source: CityWire Asia
16 July 2020

Singapore multi-family office hires senior private banker

Singapore multi-family office Covenant Capital has hired a senior private banker.

James Meyer joined the firm in March after three years at TriLake Partners, a Singapore-based independent asset manager.

Prior to that, he worked at UBS Wealth Management as a client advisor for three years, before leaving in 2017 to start his journey as an independent manager.

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Source: CityWire
15 July 2020

Singapore multi-family partners launches multi-asset portfolio

Singapore-based multi-family office Covenant Capital has partnered with Ned Davis Research and Interactive Brokers to launch the Systematic Asset Allocation Portfolio.

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Source: CityWire
24 January 2020

Opportunities Seen in Macau Gaming Stocks

Edward Lim, chief investment officer at Covenant Capital, talks about the new virus that emerged in central China, and the implications for the nation's stocks. He speaks with David Ingles, Yvonne Man and Tom Mackenzie on "Bloomberg Markets: China Open."

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Source: Bloomberg
06 December 2019

How private banks can attract more clients from IAMs

Private banks in Asia need to recognise that independent asset managers (IAMs) require services designed for institutional investors rather than private clients, according to Edwin Lee, CEO of Covenant Capital.
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Source: Citywire
24 October 2019

Singapore-based wealth manager adopts new platform

Covenant Capital has adopted the e-AMIS platform to strengthen its client serving capabilities.
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Source: Citywire
07 October 2019

We Hope to See a Partial Deal Between U.S. and China

Edward Lim, chief investment officer at Covenant Capital, discusses the U.S.-China trade negotiations and where he sees them heading. He speaks on “Bloomberg Market: Asia.”
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Source: Bloomberg
26 March 2019

Global Bond Rally Reignites in U.S.

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Source: Bloomberg
14 February 2019

Contrarian Case Says U.S. Growth Slowdown a Boon for Asia Stocks

There’s at least one bullish way of framing U.S. economic growth slowdown concerns: It could benefit Asian stocks.

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Source: Bloomberg
19 December 2018

The Road Less Traveled

Big changes are afoot in the independent asset management industry in Asia. In this publication 26 wealth managers tell us how they are evolving their business strategies to adapt to a new era of digitalisation, regulation and transparency.

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Source: Citywire
19 December 2018

Covenant Capital seeks to be a catalyst for change in wealth management

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Source: Asian Private Banker
08 August 2018

PBOC hasn't deliberately let yuan depreciate

Edward Lim, Chief Investment Officer at Covenant Capital, discusses the yuan by what he thinks the Peoples Bank of China (PBOC) will do next.
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Source: Bloomberg
15 July 2018

Markets likely to remain volatile for the rest of the year

Edward Lim, Chief Investment Officer at Covenant Capital, discusses his outlook on market risks in the latest in our series featuring fund managers.

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Source: The Straits Times
26 June 2018

Covenant Capital profiled in

Covenant Capital's team are industry veterans, with a large alumni from Solomon Smith Barney and Citigroup, with complementary backgrounds that span portfolio management, private banking, trading and investment research. 

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Source: WEALTH
25 June 2018

Singapore firm aims high in tough WM environment

Rising compliance costs, technology adoption and a talent shortage make it especially tough for a wealth manager, but Edwin Lee, CEO of independent wealth manager Covenant Capital, believes his firm has the right formula.
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03 May 2018

Singapore edges out Vietnam as Asia's top stock market

On April 30, DBS Group Holdings Ltdreported quarterly profit that beat analyst estimates . Rivals United Overseas Bank Ltd and Oversea-Chinese Banking Corp report in the coming days, and could fuel further gains in the Straits Times Index. "Singapore's stock market is very much a reflection of its open economy," Edward Lim, Chief Investment Officer of Covenant Capital Pte in Singapore, said by phone.

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Source: The Business Times
30 April 2018

How earnings are driving today's markets

Equity investors should push aside market noise around three important narratives and focus on strong, positive forecasts for earnings per share (EPS) and earnings revision momentum this year, according to the CIO of Covenant Capital.
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Source: Citywireasia
12 April 2018

Covenant Capital's Lim Says He's Overweight on Oil, Copper

Edward Lim, Chief Investment Officer at Covenant Capital, discusses global trade tensions and geopolitics and their impact on markets. He speaks on "Bloomberg Daybreak: Middle East." (Source: Bloomberg)

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Source: Bloomberg
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