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HK-US firms merge to create $4.3bn global wealth adviser

News Team, 25/08/2021

Leo Wealth, a new global wealth advisory firm with $4.3 billion in assets under management, has been created with the merger of three independent financial advisory firms.

The Capital Company (Hong Kong), Leo Group (New York) & BFT Financial Group (Dallas Fort Worth) merged to create the firm, which will focus on the needs of “global” high net worth individuals.

Leo Wealth will provide international wealth solutions, integrating portfolio and asset management w...


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