New Global Wealth Advisory Firm Leo Wealth with $4.3 Billion AUM – Merger of The Capital Company, Leo Group & BFT Financial
16th August 2021 | Hong Kong
Leo Wealth, a new global wealth advisory firm with $4.3 billion AUM focusing on global citizens and HNWIs, has been created with the merger of independent financial advisory firms – The Capital Company (Hong Kong), Leo Group (New York) & BFT Financial Group (Dallas Fort Worth). Leo Wealth with offices in Hong Kong, New York, New Jersey and Texas, will provide global citizens and HNWIs with international wealth solutions, integrating portfolio and asset management with access to major investment markets from Asia-Pacific to North America, and international tax and estate planning. Leo Wealth is licensed by the Securities and Futures Commission (SFC) in Hong Kong and by the Securities and Exchange Commission (SEC) in the United States.
“ New Global Wealth Advisory Firm Leo Wealth with $4.3 Billion AUM “
Leo Wealth Leadership Team:
- Matthew Allain, Chief Executive Officer, Leo Wealth
- Jessica Cutrera, President, Leo Wealth
- Harmen Overdijk, Chief Investment Officer, Leo Wealth
- Eric Katz, Chief Strategy Officer, Leo Wealth
- Stephen Tally, Chief Operating Officer, Leo Wealth
- Jon Rustin, Chief Financial Officer, Leo Wealth
Jessica Cutrera, President Leo Wealth, Hong Kong
“The pandemic and other geopolitical risks have created new challenges for global citizens looking for wealth creation and protection across international borders. The increasingly global flow of wealth and the complex investment and legal landscape have generated new demand and give rise to a new generation of global citizens and internationally-minded investors. At Leo Wealth, we understand their aspirations and can help clients capture these opportunities via personalized advice, international coverage, and a broader range of solutions – beyond what traditional private banks could offer.”
Matthew Allain, Chief Executive Officer Leo Wealth, New York
“Our expanded geographic and international coverage are a perfect match for clients migrating across the US and for international clients, including overseas US and global citizens. Being licensed in the US 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.”
Harmen Overdijk, Chief Investment Officer Leo Wealth, Hong Kong
“With this merger, we are unlocking the value that The Capital Company has developed over the past five years in Hong Kong and combining it with a deep bench of experts and professionals from two more world-class wealth management firms – Leo Capital and BFT Financial. Our combined entity brings international wealth solutions which integrate portfolio and asset management with international tax and estate planning all under one roof. This is unusual and has been developed with the goal of supporting our existing clients and new prospects in planning for their future.”
Stephen Tally, Chief Operating Officer Leo Wealth, Dallas Fort Worth
“We have dedicated our entire career to our client’s financial well-being, advancing our knowledge, working to understand a lifetime of needs and issues, sourcing the best products and technology, and constantly reshaping our offering to meet new challenges. By merging BFT Financial Group, The Capital Company and LeoGroup, we take this principle to the next level by adding highly skilled people from unique teams around the world. Now, we can quite literally help and advise our clients wherever life may take them geographically and however vast their wealth may become.”
About Leo Wealth
Leo Wealth is a leading independent global wealth advisor, formed by the merger of three powerhouse firms: The Capital Company, LeoGroup and BFT Financial Group. With offices in Hong Kong, New York, New Jersey and Dallas, our wealth professionals provide comprehensive expertise and personal guidance to support both private clients and companies. We support global citizens through their journey to achieve wealth creation and protection across borders. Our bespoke offerings include holistic wealth management, global tax planning, cross border estate planning, alternative investments and global portfolio strategies.
We are 100% independent, owned and operated by a diverse group of equity partners who came together over shared values of providing trusted advice, international expertise, and personal commitment to do better for clients. We believe our independence is one of our strongest assets, and our people are what make us special. Every day we commit our energy, expertise, and initiative to the preservation of wealth, the growth of capital and the creation of value. We work together on a foundation of trust, transparency, and accountability.