WELCOME TO LEO
A new chapter for The Capital Company, LeoGroup and BFT Financial Group.
Unlocking your wealth’s potential, we simplify your finances, cultivate your legacy and help grow what you’ve worked hard to build.
Proprietary strategies across public and private markets to ensure your money is working for you.
Specialized advice from wealth management to estate planning for your international lifestyle.
TAX & ESTATE
Calling on our deep understanding of global tax policy and planning, we deliver strategies to help manage tax liabilities.
LATEST MONTHLY VIEW
Our monthly digest of the market environment, asset performance and our portfolio actions.
IN THE NEWS
Industry insights from prominent news sources featuring our team and updates on what's new with Leo Wealth.
Home Bias and Implications for Investing
How much should I allocate away from home? The seemingly never-ending outperformance of US stocks has investors wondering if they should go with “made in America” investments for good.
Is China out to get foreign investors and move listings back home?
China's objectives are a question that's top of mind for many of our clients in recent months. We break down the three distinct components of what believe China's objectives are and what it means for investors.
The Monthly View - Do We Need to Fear Stagflation?
This month we discuss inflation concerns, the global energy crisis and commodities, government deficit spending, and reasons to be positive for positive economic growth.
Are you ready to start systematically giving while also creating long-term legacy goals?
Advice Abroad. Selecting The Right Financial Planning Resources
We outline the most common challenge, along with guidance on how to find the appropriate advisor while living and working abroad.
OUR APPROACH TO INVESTING
In following a systematic and research-driven process, we strive for consistent results that investors can understand, and stick with, even during challenging market environments.
GLOBAL SUSTAINABLE EQUITY (TAX AWARE)
A core, globally diversified equity strategy that uses ETFs to own the market at low cost. A standard bearer for time in market, rather than timing the market - this strategy is at the core of many of our clients' portfolios.
A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia's leaders today may become the global leaders of tomorrow.
GLOBAL SUSTAINABLE FIXED INCOME (TAX AWARE)
A fixed-income only portfolio that aims to deliver a solid risk-adjusted yield for investors with relatively low risk appetite.
INFLATION-HEDGED COMMODITIES (TAX AWARE)
A diversified allocation to commodities, to provide an inflation benefit and to diversify portfolios from traditional stock and bond exposures
Buy land, they're not making it anymore. A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.