Peter Williamson
Peter Williamson is a Director at Leo Wealth Global Singapore, an independent global wealth advisory firm. Based in Singapore, Peter draws on extensive international experience to provide comprehensive financial planning services to global families and internationally mobile clients. His areas of focus include investment management, trust and estate planning, cash flow planning, retirement planning and […]
Nicholas Netzer, FSCP
Nicholas Netzer is a Director and Financial Advisor at LEO Wealth, based in Hong Kong. He specializes in cross-border planning and investment management for individuals and families throughout Asia, with particular expertise in U.S.-related financial matters. Having lived abroad for nearly two decades, Nicholas brings both professional expertise and personal experience to the challenges faced […]
Martin Phillips
Martin Phillips is a Senior Project Manager at Leo Wealth and has called Japan home since 1997. Based in Tokyo, he is driving the firm’s expansion in Japan and helping establish Leo Wealth’s long-term presence in one of Asia’s most important financial markets. Having lived and worked in Japan for nearly 30 years, Martin brings a practical understanding […]
Stephen Tally
Stephen Tally is Chief Operating Officer and Chief Compliance Officer at Leo Wealth, an independent global wealth advisor. Based in Dallas-Fort Worth.
Ray Pinson, CFP®, CPA
Ray Pinson is a Managing Director at Leo Wealth, an independent global wealth advisor. Based in Hurst, Texas, Ray specializes in comprehensive financial planning, portfolio construction, investment management, retirement and general advisory services for his clients. After starting his career in public accounting at KPMG, Ray spent 21 years in a family wealth management setting […]
William D. Schultz
Bill Schultz is Managing Director of Leo Wealth. Bill provides comprehensive financial planning, which includes defining financial goals, risk management, and portfolio management. Bill’s principal focus is high-quality client service and fiduciary relationships. Securing a BBA in Finance and Economics from Hankamer School of Business at Baylor University, Bill started his career in 1991 with […]
Charles McKenzie, CFP®
Charles McKenzie is a Director at Leo Wealth, an independent global wealth advisor.
Olivier Livenais
Olivier was previously the CEO of Indosuez Hong Kong since the beginning of 2020, He was in charge of the development strategy for North Asia, leading a team of 130 people. He started with the Credit Agricole Group in 2000 in the Internal Audit Direction. He then joined Indosuez Wealth Management in 2007 as Chief Financial […]
Andrew Talbot, CFP®
Andrew Talbot is Chief Executive of Singapore at Leo Wealth, an independent global wealth advisor. Based in Singapore, Andrew with his extensive global expertise, provides comprehensive financial planning services to global citizens including investment management, trust and estate planning, cash flow planning, retirement planning, and cross-border advisory. Andrew has spent more than 20 years as […]
Jelmer Kattevilder, CFA CAIA CIWM
Jelmer Kattevilder is a Managing Director at LEO Wealth, an independent global wealth advisor. Based in Hong Kong, Jelmer provides comprehensive financial advisory services to individuals, including financial planning, investment management, trust and estate planning, and cross-border advisory. Jelmer has 17 years’ experience in financial services, of which 14 years in Private Banking and Wealth Management. Prior […]
