For over 60 years, R.E. Lee International has been a leader in premium life insurance solutions, specializing in wealth protection, estate planning, and business succession for ultra-high-net-worth individuals and businesses worldwide. The family-owned brokerage has gained global recognition, operating in over 65 countries.
Founding and Growth
Established in 1954 by Robert E. Lee, the company placed its first jumbo life insurance case in Asia in 1994 and later insured a single life for over USD 150 million in 2000. In 2014, leadership transitioned to Calvin Lo, who joined in 1998 and expanded the company’s global presence, securing annual premiums exceeding USD 1 billion.
Global Expertise and Operations
With offices in Hong Kong, Singapore, Dubai, Shanghai, Zurich, and Seattle, R.E. Lee International employs a diverse team of experts in finance, law, and taxation. The firm specializes in creating customized, confidential insurance solutions for internationally dispersed affluent families, addressing complex regulatory and tax considerations.
Expansion into Asset Management
In 2017, Lo extended the company’s reach by founding R.E. Lee Capital in Singapore. The firm integrates artificial intelligence into investment strategies, enhancing its data-driven approach to asset management.
Leadership and Influence
A prominent Hong Kong entrepreneur, Lo was listed among Asia’s wealthiest individuals with a net worth of USD 1.7 billion in 2019. He has made strategic acquisitions, including the Williams F1 team and Mandarin Oriental Taipei, and is known for his extensive French champagne collection and early ownership of the Gulfstream G650 private jet.
Leadership Philosophy and Legacy
Having learned directly from Robert E. Lee, Lo leads with empathy and a hands-off management style, prioritizing trust and loyalty. A graduate of Queen’s University and Harvard, he credits his disciplined upbringing for shaping his approach to leadership. His commitment to innovation, integrity, and precision aligns with R.E. Lee International’s core values.
Navigating Challenges and Achievements
Despite challenges posed by the COVID-19 pandemic, Lo led R.E. Lee International to surpass its annual USD 1 billion premium benchmark by September 2020, achieving a 25% growth rate. He encouraged clients to reassess their insurance and estate planning strategies, ensuring continued success.
Philanthropy and Social Impact
Lo invests in positive change through philanthropy, exemplified by his think tank, The 195 Project, which unites global business leaders to address pressing global issues. His belief in ethical capitalism underscores his commitment to making a meaningful impact beyond financial success.
A Testament to Authentic Leadership
Shanggari Balakrishnan, CEO of MORS Group, acknowledges Lo’s ability to foster trust and loyalty, driving R.E. Lee International’s immense success and solidifying his reputation as an authentic and visionary leader.
