18.08.2021 Three-way merger creates $4.3bn wealth consultancy with global reach
Laxman Pai, Opalesque Asia:

Hong Kong wealth advisory firm The Capital Company has merged with US counterparts LeoGroup and the hybrid RIA based in Dallas BFT Financial Group to create a US$4.3 billion global wealth adviser.

The new unified entity is called Leo Wealth and is expected to have a global reach with offices in Hong Kong, New York, New Jersey, and Texas.

Shareholders of each

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