Independent advisory firm Leo Wealth has announced the hire of a former private banker from Pictet as a managing director.
Vivian Hu joins Leo Wealth as a managing director and senior client advisor, according to a statement, based in Hong Kong. In the role, Hu will work closely with the firm’s global network, including the tax and planning team in Tokyo.
Hu started her wealth management career in New York and she moved to Hong Kong in 2019 to join Pictet Wealth Management. She is also a Certified Financial Planner (CFP), Certified Private Wealth Professional (CPWP), and Certified Divorce Financial Analyst (CDFA).
Focus on American Abroad
Leo Wealth is an independent advisory firm that provides solutions across wealth management, global tax planning, cross-border estate planning, investment services and portfolio management with a focus on Americans abroad and other cross-border families in over 30 countries.
It currently has offices in Dallas-Fort Worth, New York, New Jersey, Hong Kong, and Tokyo housing 55 wealth management professionals overseeing client assets that total approximately $4.5 billion.
Financial Planning
«[Hu’s] background in US financial planning and understanding of the Asia landscape will further strengthen the delivery of Leo Wealth’s advisory to global citizens to help them tackle today’s complex investing, tax, and retirement climates,» said Leo Wealth president Jessica Cutrera.
