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Private Credit: Beyond the Headlines

Over the past several months, private credit has been the subject of increasingly anxious headlines. Stories about slowing deal volumes, stress in software lending, competition from public credit markets, and concerns around redemptions have led some investors to question whether this asset class has become riskier. The short answer is no: the risk is largely […]

LEO Wealth Welcomes David Lim as New Financial Advisor

LEO Wealth is excited to welcome David Lim as a Financial Advisor in our Asia business. With over 22 years of experience in the financial services industry, David brings a wealth of knowledge and a dynamic approach to wealth management. David has a proven track record in insurance, investment sales, asset management, and financial planning. […]

LEO Wealth Singapore Welcomes Andrew Talbot

Leo Wealth is excited to announce that Andrew Talbot has joined the Singapore team as a Senior Managing Director. Andrew shares Leo’s passion for providing comprehensive fiduciary financial planning and investment management. Andrew also brings deep global expertise in UK and Australian tax, pension, estate planning and financial planning matters to both clients in Singapore […]

Family Office Association Hong Kong’s Angel Chia to Step Down and Assume New Role at The Hong Kong Academy for Wealth Legacy

Angel Chia steps down as Chair of The Board of Family Office Association Hong Kong and Vice Chair Jessica Cutrera subsumes Chair.

Leo Wealth Expands Asia Presence by Acquiring Jachin Capital

Leo Wealth acquires independent fund manager to grow footprint in Singapore and Southeast Asia.

Leo Wealth Opens New Office in Japan to Expand U.S. Tax Practice

Leo Wealth announced the opening of an office in Tokyo, Japan, expanding its global footprint and U.S. tax practice.

Leo Wealth Bolsters Asia Capabilities of Global Investment Team

Leo Wealth is pleased to announce the appointment of Jason Gibbons as Investment Director, Asia. Based in Hong Kong

Leo Wealth Featured In Barron’s Financial News

The Leo Wealth team was recently featured in Barron's, highlighting the merger which brings together the LeoGroup, The Capital Company, and BFT Financial Group

LeoGroup, The Capital Company and BFT Financial Group Complete Merger to Form $4.3 Billlion Global Wealth Advisor

Leo Wealth will deliver global, integrated investment and tax planning solutionsCompany positioned for geographic and international expansion Hong Kong – Three leading independent wealth advisory firms, The Capital Company, LeoGroup and BFT Financial Group, today announced the completion of a merger to serve the rapidly evolving needs of the global wealth sector. The newly merged company, Leo […]

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