Eddie Lee, Allied Wealth – Chief Investment Officer


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Eddie Lee, Chief Investment Officer, Allied Wealth

January 2026


 
 
 

Global Investment Institute congratulates Eddie Lee on his appointment to the Chief Investment Officer role at Allied Wealth.

Allied Wealth is an independent high-touch boutique financial advisory firm.

Most recently, Eddie served as Senior Research Analyst at Perpetual Limited.

Previously, Eddie was Associate Portfolio Manager at AustralianSuper and before that, he held various roles at Findex and Atchison Consultants.

Eddie holds a Bachelor of Business, Economics and Finance from RMIT University and a Master’s degree in Applied Finance from Macquarie University.

We wish Eddie all the best in his new role and continued success to the team at Allied Wealth.


 
 
 
 

Global Investment Institute is Australia’s leading provider of conferences for capital allocators.

We connect institutional investors, family office and private wealth investment leaders with peers and global investment experts to share knowledge and thought leadership in a private, collegiate and discussion-focussed setting, conducted under Chatham House Rule.

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