Joanna Wei
Joanna Wei is an Associate Director at LEO Wealth, a global wealth advisor. Based in Hong Kong, Joanna provides comprehensive cross-border estate planning services to global families, including wills, trust structuring, and multi-jurisdiction succession planning. Prior to Leo Wealth, Joanna was an Associate Financial Advisor at Empirical Wealth Management in Los Angeles, providing bilingual financial […]
Vito Ng
Vito Ng is a Wealth Associate at LEO Wealth, focusing on client servicing. He previously worked in investment management, where he assisted with portfolio analysis and reporting. His experience also includes a role in sales & trading, supporting clients with hedging strategies and trade execution. Vito is a CFA charter holder and holds a BBA […]
Hope May
Hope May serves as a Wealth Associate in our Dallas–Fort Worth office. She holds her Series 7 and 63 licenses and brings more than eight years of experience in the financial services industry. Prior to joining Leo Wealth, Hope held positions at TD Ameritrade, Fidelity Investments, and Goldman Sachs, where she developed a strong foundation […]
Taylor Jester, AAMS®
Based in Dallas-Fort Worth, Taylor provides exemplary administrative support to senior advisors and their clients, including onboarding, updating client details, and maintaining client files and records.
Peggy Zhang
Peggy Zhang is a Senior Wealth Associate at LEO Wealth, an independent global wealth advisor. Based in Hong Kong, she is responsible for client onboarding and relationship management. She is fluent in both English and Mandarin. Prior to joining Leo Wealth, Peggy worked at Haitong International Securities, where she managed the trade cycle for overseas […]
Magnus Jaya
Magnus is a Wealth Associate in the Client Services team at Leo Wealth. He joined the firm full-time in February 2024 after participating in the FOAHK Summer Internship Program with the company. Originally from Indonesia, Magnus earned his BBA in Economics and Management from the Hong Kong University of Science and Technology. He began his […]
Amanda Xiang
Amanda Xiang is an Associate Director at LEO Wealth in Hong Kong, with a dynamic background in Asian family office networks, digital assets, and cross-border estate and financial planning. Previously, she was Chief of Staff at Aspen Digital, a multi-family office specializing in digital asset investments across Hong Kong and Abu Dhabi. Her earlier roles […]
David Lim, ADPA®, CPRS®
David Lim joined Leo Wealth LLC in March 2025 and serves as a dynamic, results-oriented financial advisor to his clients for more than 22 years. He has experience in insurance, investment sales, asset management and financial planning. David carries a strong portfolio of skills, including effective management, product knowledge, customer service and a keen listening […]
Chelsea Xu
Chelsea is Senior Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Chelsea is responsible for managing client relationships and establishing long-term connections based on achieving the client’s financial goals through investment and wealth management solutions. Chelsea is driven by accomplishing what is best for every client through financial planning […]
Athena Cheuk
Athena Cheuk is an Associate Director at Leo Wealth, an independent global wealth advisor. Based in Hong Kong, Athena is responsible for U.S. client onboarding and managing client relationships. She speaks English, Cantonese, and Mandarin. Prior to Leo Wealth, Athena worked as Analyst at Credit Suisse, where she worked in Trade Management. She coordinated with […]
