Leo Wealth was formed from a merger between The Capital Company, a business with a strong Asian footprint that merged with US firms LeoGroup and BFT Financial a few years ago.

Leo Wealth, the international wealth firm with offices in the US and Asia, has appointed Vivian Hu as managing director and senior client advisor, based in Hong Kong.

Hu, formerly of Pictet Wealth Management, will work with Leo Wealth’s global network, including the tax and planning team in Tokyo.

Hu started her career in wealth management in New York, before moving to Hong Kong in 2019 to join Pictet Wealth Management. She is a Certified Financial Planner (CFP), Certified Private Wealth Professional (CPWP), and Certified Divorce Financial Analyst (CDFA).

The firm operates from offices in Dallas-Fort Worth, New York, New Jersey, Hong Kong, and Tokyo. Leo Wealth, which oversees about $4.5 billion in client assets with a team of 55 wealth management professionals, was formed from a merger between The Capital Company, a business with a strong Asian footprint that recently merged with US firms LeoGroup and BFT Financial.

This publication has interviewed The Capital Company about its services to expats – see here.