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Leo Wealth Names Hong Kong-Based Senior Client Advisor
Editorial Staff
10 January 2023
, will work with Leo Wealth’s global network, including the tax and planning team in Tokyo. This publication has interviewed The Capital Company about its services to expats – see here.
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.