Announced
Financials
Sources
Tags
wealth management
Acquisition
Friendly
Completed
Asset Managers and Custodians
Hong Kong
Majority
Cross Border
Single Bidder
Private
Merger
United States
Synopsis
LeoGroup, a comprehensive advisory firm offering customized wealth management, completed the merger with The Capital Company and BFT Financial Group, two independent wealth advisory firms. Financial terms were not disclosed. "Our expanded geographic and international coverage are a perfect match for clients migrating across the US and for international clients, including overseas US and global citizens. Being licensed in the US and Hong Kong is our advantage. We offer our expertise and personalized service to clients across multiple jurisdictions, leveraging technology to actively bridge the gap where traditional services end and the digital experience begins," Matthew Allain, Leo Wealth CEO.
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