On Your Side of the Table
A True Fiduciary
As a client of LEO Wealth, you are at the heart of everything we do. Our fiduciary commitment to you signifies the highest level of care, trust, and responsibility in law and equity.
Our aim is simple: to be your trusted partner in comprehensive wealth management.
As your fiduciary, our commitment to your best interest is unwavering. Here’s what this means for you:
True Fiduciary
An independent company owned by employees, not a bank or product provider.
Transparent Fees
We are not tied to any platform, service, or product provider, which allows us to make decisions based on each client’s best interests.
Informed Recommendations
We pay for independent research from industry experts and do our own due diligence for all advice we give.
Personalized Strategies for a Clear Financial Future
At LEO Wealth, we don't use cookie cutter solutions and instead believe in the power of advice specific to you.
We tailor our services to your specific needs, offering a range of in-house support that spans strategic wealth management, investments, insurance, tax, estate, and retirement planning.
Transparency and Trust
Our independence is our strength.
Being employee-owned ensures that our focus is entirely on you and your financial success. We form long term partnerships with our clients, prioritizing transparency and fully disclosing costs.
Local Expertise,
Global Mindset
We have a deep understanding of both local and international wealth management issues.
Global citizens shouldn't need to spend time coordinating their advisors. That's our job. We think globally and work locally, so you can get back to what matters most.
Core Investment Principles
We believe that everyone’s portfolio strategy should be based on their own investment objectives, personal interests, and core values.
As a result, we do not have a “right” portfolio, but use a wide range of approaches to create personalized portfolios for each client.
The Future is Unknowable
Time in market leads to better results than timing the market. Chasing short-term “promises” of better returns from active fund managers only leads to long-term disappointment.
Evidence Over Hope
We believe in long-term strategic investing based on Nobel prize-winning academic research. Tilting portfolios towards empirically proven sources of higher expected returns results in better long-term results.
Our Offices
Jessica Cutrera
TEP, AAMS®, ADPA®, CRPS®
- Co-Chief Executive Officer, Co-Founder
Harmen
Overdijk, CFA
- Co-Chief Executive Officer, Co-Founder
Olivier
Livenais
- Global Head of Wealth
Thomas Y.
Lu, CFP®
- Head of Japan
Aleksey
Mironenko
- Global Head of Investment Solutions
Stephen
Tally
- Chief Operating Officer
Kanako
Akiyama
- Senior Tax Associate, Asia
Jonathan
Berry
- Tax Director, Asia
Ham
Cheong
- Managing Director, Tax
Athena
Cheuk
- Associate Director
Stephanie
Clasper
- Associate Director of Operations
Ying
Du
- Managing Director
Coco
Fang
- Portfolio Manager
Desmond
Foo
- Investment Director
Jacob
Friedland
- Junior Portfolio Manager
Harjot Singh
Gill
- Junior Portfolio Manager
Vivian
Hu, CFP®, CDFA®, TEP
- Managing Director
Magnus
Jaya
- Wealth Associate
Taylor
Jester, AAMS®
- Senior Wealth Associate
Jelmer
Kattevilder, CFA CAIA CIWM
- Managing Director
Peter
Kuang
- Associate Director, Finance and Operations
Lena
Kuramochi
- Senior Associate
David
Lim, ADPA®, CPRS®
- Financial Advisor
Gena
Lohoefer
- Office Administrator
Kelsey
Lopez
- Director of Operations
Nasir
Majid
- Senior Advisor
Roman
Marquez
- Portfolio Manager
Sachiko
Matsumoto
- Senior Associate
Hope
May
- Wealth Associate
Charles
McKenzie, CFP®
- Director
Charles
Mok
- Head of Legal and Compliance
Nick
Netzer, FSCP
- Director
Vito
Ng
- Wealth Associate
Cynthia
Ng, CFA
- Investment Director
Gloria
Ngan
- Senior Accounting Associate
Diana
Nieto
- Operations Associate
Todd
Pallett
- Managing Director
Eileen
Pang
- Managing Director – Finance
Martin
Phillips
- Senior Project Manager
Ray
Pinson, CFP®, CPA
- Managing Director
Tori
Robertson
- Senior Accounting Associate
Daigo
Sato
- Certified Tax Accountant
William D.
Schultz
- Managing Director
Andrew
Talbot, CFP®
- Chief Executive, Singapore
Pamela
Tsang
- Tax Manager
Joanna
Wei
- Associate Director
Peter
Williamson
- Director
Amanda
Xiang
- Associate Director
Chelsea
Xu
- Senior Wealth Associate
Peggy
Zhang
- Senior Wealth Associate
Kanako
Akiyama
- Senior Tax Associate, Asia
Jonathan
Berry
- Tax Director, Asia
Ham
Cheong
- Managing Director, Tax
Athena
Cheuk
- Associate Director
Stephanie
Clasper
- Associate Director of Operations
Ying
Du
- Managing Director
Coco
Fang
- Portfolio Manager
Desmond
Foo
- Investment Director
Jacob
Friedland
- Junior Portfolio Manager
Harjot Singh
Gill
- Junior Portfolio Manager
Vivian
Hu, CFP®, CDFA®, TEP
- Managing Director
Magnus
Jaya
- Wealth Associate
Taylor
Jester, AAMS®
- Senior Wealth Associate
Jelmer
Kattevilder, CFA CAIA CIWM
- Managing Director
Peter
Kuang
- Associate Director, Finance and Operations
Lena
Kuramochi
- Senior Associate
David
Lim, ADPA®, CPRS®
- Financial Advisor
Olivier
Livenais
- Global Head of Wealth
Gena
Lohoefer
- Office Administrator
Kelsey
Lopez
- Director of Operations
Thomas Y.
Lu, CFP®
- Head of Japan
Nasir
Majid
- Senior Advisor
Roman
Marquez
- Portfolio Manager
Sachiko
Matsumoto
- Senior Associate
Hope
May
- Wealth Associate
Charles
McKenzie, CFP®
- Director
Aleksey
Mironenko
- Global Head of Investment Solutions
Charles
Mok
- Head of Legal and Compliance
Nick
Netzer, FSCP
- Director
Vito
Ng
- Wealth Associate
Cynthia
Ng, CFA
- Investment Director
Gloria
Ngan
- Senior Accounting Associate
Diana
Nieto
- Operations Associate
Harmen
Overdijk, CFA
- Co-Chief Executive Officer, Co-Founder
Todd
Pallett
- Managing Director
Eileen
Pang
- Managing Director – Finance
Martin
Phillips
- Senior Project Manager
Ray
Pinson, CFP®, CPA
- Managing Director
Tori
Robertson
- Senior Accounting Associate
Daigo
Sato
- Certified Tax Accountant
William D.
Schultz
- Managing Director
Andrew
Talbot, CFP®
- Chief Executive, Singapore
Stephen
Tally
- Chief Operating Officer
Jessica Cutrera
TEP, AAMS®, ADPA®, CRPS®
- Co-Chief Executive Officer, Co-Founder
Pamela
Tsang
- Tax Manager
Joanna
Wei
- Associate Director
Peter
Williamson
- Director
Amanda
Xiang
- Associate Director
Chelsea
Xu
- Senior Wealth Associate
Peggy
Zhang
- Senior Wealth Associate
Aleksey
Mironenko
- Global Head of Investment Solutions
Amanda
Xiang
- Associate Director
Andrew
Talbot, CFP®
- Chief Executive, Singapore
Athena
Cheuk
- Associate Director
Charles
McKenzie, CFP®
- Director
Charles
Mok
- Head of Legal and Compliance
Chelsea
Xu
- Senior Wealth Associate
Coco
Fang
- Portfolio Manager
Cynthia
Ng, CFA
- Investment Director
Daigo
Sato
- Certified Tax Accountant
David
Lim, ADPA®, CPRS®
- Financial Advisor
Desmond
Foo
- Investment Director
Aleksey
Mironenko
- Global Head of Investment Solutions
Amanda
Xiang
- Associate Director
Andrew
Talbot, CFP®
- Chief Executive, Singapore
Athena
Cheuk
- Associate Director
Charles
McKenzie, CFP®
- Director
Charles
Mok
- Head of Legal and Compliance
Chelsea
Xu
- Senior Wealth Associate
Coco
Fang
- Portfolio Manager
Cynthia
Ng, CFA
- Investment Director
Daigo
Sato
- Certified Tax Accountant
David
Lim, ADPA®, CPRS®
- Financial Advisor
Desmond
Foo
- Investment Director
Join the LEO Wealth Team
Our commitment to our clients starts with our team. As an independent fiduciary, our people are the core of everything we do.
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Frequently Asked Questions
Contact us for an initial conversation to determine if we are the right partner for you. If yes, it’ll be the start of a great joint effort to safeguard your wealth. If not, perhaps we’ll be able to point you in the right direction.
We built LEO Wealth to offer holistic wealth management advice. This includes investments, tax and estate, legal protections, insurance and anything else that touches your financial wellbeing.
Not everyone needs everything we have to offer. In those cases, the relevant team will work with you on your specific need and nothing else.
Please reach out so we can find out. Best case – yes, we have someone who can help. Worst case – we’ll point you in the right direction.
Our fees are always transparent and disclosed before any commitment is made. They can be structured as a percentage of assets, a project-based fee or a retainer for ongoing support, depending on your needs.
