Three independent wealth advisors have merged to form a new firm with the aim of providing tailored wealth and tax solutions for high net worth individuals in Asia and the U.S.
The Capital Company, LeoGroup and BFT Financial Group merged to form Leo Wealth, according to a statement, which will aim to provide personalized and all-inclusive wealth and tax capabilities to global citizens in Asia and the U.S. «with demand currently unmet by the existing industry».
The newly merged entity oversees and manages $4.3 billion in assets with operations in Hong Kong, New York, New Jersey and Texas.
«Leo Wealth unites three dynamic and influential players from Hong Kong, New York and Dallas Fort Worth who together serve some of the world’s most discerning global citizens, providing expert, personal advice on their wealth portfolios,» the statement said.
Leadership Team
A new leadership team has been formed at Leo Wealth, made up of numerous industry veterans with decades of combined experience.
They include: chief executive Matthew Allain; president Jessica Cutrera; CIO Harmen Overdijk; chief strategy officer Eric Katz; COO Stephen Tally; and CFO Jon Rustin.
«Our expanded geographic and international coverage are a perfect match for clients migrating across the U.S. and for international clients, including overseas U.S. and global citizens,» said Allain. «Being licensed in the U.S. and Hong Kong is our advantage. We offer our expertise and personalized service to clients across multiple jurisdictions, leveraging technology to actively bridge the gap where traditional services end and the digital experience begins.»
