“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.

Portfolio Management

R.E. Lee Capital provides discretionary portfolio management services for our 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 and 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.

Helping you access to best in class solutions

R.E. Lee Capital provides access to a broad range of risk tolerance and investment philosophies within a wide array of investments. We offer direct access to investments, strategies and industry experts to help clients take advantage of the unique investment themes and opportunities that arises in the evolving world.

 

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.

Fund Management

R.E. Lee Capital offer Fund Managers a one-stop solution for fund establishment. That means we will act as the central coordinator for Fund Manager’s preferred choice of service providers for fund establishment such as legal counsel (both onshore and offshore), tax advisers, fund administrators, auditors, custodians and corporate secretaries.

 

Fund Managers looking for a quick to launch and cost-effective solution can also leverage on R.E Lee Capital Segregated Portfolio Company

Helping our fund managers do what they do best

In an era of heightened regulatory oversight and increased operational scrutiny by investors, it is essential for Fund Managers to demonstrate that they can offer operational infrastructure capabilities. R.E. Lee Capital offers on-going operational expertise to all the funds under our management. This include compliance and risk management to serve and benefit all stakeholders. This allows our Fund Managers to focus their time on their investment process and actively managing their portfolios instead of non-core issues.

Our Professional Team

Our professional team at R.E. Lee Capital has extensive experience and held senior roles in Investment Banking, Wealth Management and Private wealth across leading 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

Terms and conditions

Notice

The terms and conditions of use set forth herein apply to each of the pages of this website (collectively, the “website”). By accessing the website you agree to be bound by the following terms and conditions (“Terms of Use”). R.E Lee Capital Pte. Ltd. (“R.E Lee Capital”) reserves the right to and you agree that RE Lee Capital has absolute discretion to modify these Terms of Use from time to time without your prior agreement or prior notice, and you agree to be bound by any such amendments, modifications or supplements to these Terms of Use upon their publication by R.E Lee Capital (whether by posting on the website or otherwise). You acknowledge and agree that any continued access and utilization of the website after any such amendments, modifications or supplements constitutes your acceptance to be bound by the terms set forth in the Terms of Use as modified at the time of such use.

Qualified and Professional Investors

This website is only for use by accredited, professional, sophisticated and/or qualified investors (as defined in the relevant jurisdiction). In using this website, you represent that you are an accredited, professional and/or qualified investor and use of this website is for your own information purposes only.

Ownership

Unless otherwise expressly noted, all information on this website are the sole property of R.E Lee

Capital, which holds and reserves all copyrights, trademarks, service marks, trade names, trade dress and other rights in the same. No material on this website may be copied, reproduced, republished, uploaded, posted, linked into, transmitted (by electronic means or otherwise), or distributed or used in any way without R.E Lee Capital ‘s written permission.

You must not transmit any virus, “worm”, “Trojan horse”, or other item of a destructive nature to the website and it is your responsibility to ensure that whatever you download or select for your use from this website is free from such items. You agree to assume all risks arising out of or relating to your use of the Site or the Contents. Notwithstanding anything that may be to the contrary, R.E Lee Capital makes no warranty that any information, software, any material or any content made available by R.E Lee Capital via the website does not contain computer viruses and R.E Lee Capital accepts no responsibility or liability whatsoever relating to the aforesaid.

Nothing on this website should be construed as granting any licence or right in relation to any of our copyrights, trademarks, service marks, trade names, trade dress and other rights.

Use of information and materials

The information and materials contained in these pages, and the terms, conditions, and descriptions that appear, are subject to change. Unauthorized use of R.E Lee Capital’s website and systems including but not limited to unauthorized entry into R.E Lee Capital’s systems, misuse of passwords, or misuse of any information posted on a site is strictly prohibited.

Links

This site may contain links to websites controlled or offered by third parties (non-affiliates of R.E Lee Capital). R.E Lee Capital is not responsible for any content on such third party websites and hereby disclaims liability for, any information, materials, products or services posted or offered at any of the third party sites linked to this website. By creating a link to a third party web site, R.E Lee Capital does not endorse or recommend any products or services offered or information contained at those websites, nor shall R.E Lee Capital be liable for any failure of products or services offered or advertised at those sites.

No warranty

The information and materials contained in this site are provided “as is”, “as available”. R.E Lee Capital does not warrant the accuracy, adequacy or completeness of this information and materials and expressly disclaims liability for errors or omissions in this information and materials. No warranty of any kind, implied, expressed or statutory including but not limited to the warranties of non-infringement of third party rights, title, merchantability, fitness for a particular purpose and freedom from computer virus, is given in conjunction with the information and materials.

Information Purposes Only

Information published on this website is for informational purposes only and shall not be construed as an offer or solicitation of an offer to subscribe in the funds or products, or constitute as investment advice or counsel for investment in any funds or products referred herein.

The distribution of the information contained on this website may be restricted by law in certain jurisdictions and persons who access it are required to comply with such restrictions. This information is not intended to be made available to any person in any jurisdiction where doing so would contravene any laws or regulations. By accessing this website you confirm that you are aware of the laws in your own jurisdiction relating to the provision and sale of securities, financial/investment services and products. You represent that you will not utilize the information contained in this website in a manner that could contravene such laws by ourselves or any other person.

The website does not provide specific investment advice to any individual viewing the contents of the website and does not represent that the securities or services described herein are suitable for any specific investor. Further, the website does not constitute investment advice or counsel, recommendation regarding any securities, futures, derivatives or other investment products or solicitation for investment in any fund or offer to provide any advisory or trading management services. Investors are advised not to rely on any information contained in the website in the process of making a fully informed investment decision. Furthermore, no information, materials or content contained in the website should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities. R.E Lee Capital will not treat users of the website as its partners, clients, customers or investors by virtue of their accessing the website.

Submissions

The information contained in the website, including any data, projections and underlying assumptions are based upon certain assumptions, management forecasts and analysis of information available as at the date of this document and reflects prevailing conditions and our views as of the date of the document, all of which are accordingly subject to change at any time without notice and R.E Capital is under no obligation to notify you of any of these changes. In preparing the content, we have relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources or which was otherwise reviewed by us. Non- R.E Capital proprietary information contained herein has been obtained from sources believed to be reliable, but not guaranteed. While the information provided herein is believed to be reliable, R.E Capital makes no representation or warranty whether express or implied, and accept no responsibility for the completeness or accuracy or reliability of the Non- R.E Capital proprietary information contained herein. None of R.E Capital or any of its respective affiliates, or any of their directors, officers, employees, advisers or representatives shall have or accept any responsibility or liability whatsoever (in negligence or otherwise) for any loss howsoever arising from any use of the website or the contents or otherwise arising in connection with the website.

Any projections or -looking statements are not necessarily indicative of future or likely performance. Past performance is no guarantee of future performance of an investment.

Social bookmarks

The R.E Lee Capital website may contain social bookmarks which are identifiable by means of respective buttons. Social bookmarks allow users of certain social media platforms to post links of selected R.E Lee Capital webpages on their corresponding social media profile in order to bookmark them or share them with their social media contacts. If you use social bookmarks you will be sending identifying data to the respective social media platform. Any comments or activity arising from persons using social bookmarks is not controlled, endorsed or monitored by R.E Lee Capital and R.E Lee Capital shall not be responsible or liable for such. Persons who share R.E Lee Capital communications via social bookmarks are not authorized to speak for or represent R.E Lee Capital and their views and opinions must be regarded as strictly their own and not R.E Lee Capital’s. They shall be solely liable for their act(s).

Exclusion of Liability

R.E Lee Capital expressly disclaims any and all responsibility for any loss or damage of any kind (including any indirect, consequential, collateral, special or incidental loss or damage) arising directly or indirectly from:

(i) the use of this website,

(ii) reliance on any information contained herein,

(iii) any error, omission or inaccuracy in any such information, or

(iv) any action resulting there from.

Indirect or consequential loss or damage includes, without limitation, loss of revenue, profits, anticipated savings or business, loss of data or goodwill, loss of use or value of any equipment including software, claims of third parties, and all associated and incidental costs and expenses.

Without prejudice to the foregoing clauses, should a competent court of law or arbitral tribunal, as the case may be, find R.E Lee Capital liable to you, in no event shall R.E Lee Capital’s total and cumulative liability for all losses or damages arising out of or in connection with this agreement or your use of the website or of the contents, exceed S$100.

Reasonable effort is used to update the information on this website. Information provided has been obtained from or is based upon sources which are believed to be reliable but is not guaranteed as to its accuracy or completeness. Any persons acting upon this information do so entirely at their own risk. The information shown may contain technical inaccuracies or typographical errors. The right to change any such information, at any time, without notice, is fully reserved.

When using this website, you are responsible for complying with all applicable local, national and international laws and regulations, including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on the website in certain jurisdictions and we disclaim all responsibility if you download any information from this website in breach of any law or regulation of the jurisdiction in which you reside or, if different, in which you download such information.

R.E Lee Capital makes no warranty and no guarantee that (a) the website and its contents can be accessed at any time or at all times or (b) you can even access the website and contents at all. You agree not to hold R.E Lee Capital liable for your inability to access the website and/or its contents. R.E Lee Capital retains absolute discretion at any time, without prior notice to you, to discontinue the operation of the website, to suspend or take down the website or to permanently shut down the website.

Indemnity

Notwithstanding anything that may be to the contrary, you undertake to indemnify and at all times hereafter to keep R.E Lee Capital and its affiliates (together with their respective officers, employees and agents) (each an “Affected Party”) indemnified against any and all losses, damages, actions, proceedings (whether such proceedings have been brought or are threatened to be brought), costs, claims, demands, liabilities (including full legal costs on a solicitor and client basis) which may be suffered or incurred by the Affected Party or asserted against the Affected Party by any person or party whatsoever, in respect of any matter or event whatsoever arising out of, in the course of, by reason of or in respect of :

a) breach by you of any of the provisions in a) these Terms of Use; or

b) your use of the website or any of the contents, whatsoever.

For the purposes of this clause, “claim” shall mean all demands, claims and liability (whether criminal or civil, in contract or tort or otherwise).

Intellectual Property Rights

Law and Variation

Your browsing in and use of this website shall be deemed acceptance of, the laws of Singapore. A condition of using the website is that in the event of any dispute or proceeding you irrevocably submit to the exclusive jurisdiction of the Singapore Courts and waive any objection to proceedings in such courts on the grounds of venue or on the grounds that the proceedings have been brought in an inconvenient forum.

Acceptance of Terms 

By accessing the website beyond this point you represent, warrant and confirm that:

You are not

(i) a Prohibited Person; and

(ii) You are not otherwise subject to any restriction prohibiting access to this website imposed by the laws and regulations of your jurisdiction.