“We manage our client’s wealth as if it were our own”

Calvin F. Lo

Founder of R.E. Lee Capital & CEO of R.E Lee Group of Companies

Asset Management

Opening a new chapter with asset management

At R.E. Lee Capital, we extend the legacy of insurance advice and estate planning from our associated company, R.E. Lee International.

For over 60 years, R.E. Lee International Group of Companies has been synonymous with quality advice valued by sophisticated high net worth individuals around the world. Today, we provide a trusted and premium platform for asset management with experienced professionals and wide array of solutions to protect, grow and transfer your wealth.

We build life-long relationships

At R.E. Lee Capital we thrive on our founding business values to focus on building life-long relationships with our clients.

We act with integrity when we deal with our clients, regulators and business associates as we value life-time relationships. We manage our client’s wealth as if it were our own. Another hallmark of our professional team is loyalty where we keep all privileged information in the strictest of confidence. We value precision in large financial transactions and sets the highest standards. Today we share this lifetime bond with our high net worth clients and their future generations around the world.

Adapting ourselves to our client’s needs

This lifetime bond has led clients & business associates to encourage us to play a bigger role in not just insuring inter-generational transfer of wealth but also managing their wealth for the future generations. With their trust and blessing, we established the right capabilities and started R.E. Lee Capital, a capital market license holder for fund management.

What We Do

We focus on providing portfolio management services and investment solutions for high net worth clients. Our approach to investment management is unique because Artificial Intelligence is at the core of our data-intensive and quantitative investment decision process.

This approach involves the incorporation of machine learning / deep learning to each step of the investment process including the processing of financial data, identifying investment opportunities and evaluating those opportunities in a portfolio context.

Using this unique approach allows us to monitor and react to dynamic and fast changing market conditions and inter-connected markets in real time.

Committing to provide the highest level of service for you

If you prefer a hands-on approach, our professional team will provide objective views and independent advice to help you in your financial making decision. However, if you prefer to devote more time to your businesses, family and personal interests, our professional team will provide you with discretionary portfolio management services and update you on the progress and performance of your portfolio regularly. Above all, our ultimate aim is to enable you to achieve your financial goals.

Helping you access to best in class solutions

R.E. Lee Capital partners with some of the largest and most prominent private banks and service providers to open access to a wide variety of asset classes and different financial products for you. Our seasoned professional team have the experience of assembling the best of breed solutions that would suit your circumstances.

R.E. Lee Capital provide access to a wide array of investment and financing options for our valued clients. This includes opportunistic private equity investments, co-investing and networking opportunities.

Entering your personal family office

R.E. Lee Capital provides a trusted one-stop solution for all your wealth management needs. Through our extensive network of professional firms, we provide our clients access to services such as estate planning, insurance advice, and access to qualified lawyers and tax accountants to manage your wealth comprehensively.

Our Professional Team

Our professional team at R.E. Lee Capital has over 80 years of experience combined from elite financial institutions and had guided our clients safely through various economic and financial cycles. We invest heavily in the professional development of our team as these talents are at the core of our asset management business.

Meet the team