LEO Wealth selects Evooq to strengthen investment risk management

A client in Hong Kong and a client in the United States may need very different portfolios. The teams advising them still need a shared understanding of the risk those portfolios carry.

LEO Wealth, an independent global wealth management firm headquartered in Hong Kong, has selected Evooq to support its investment teams across Hong Kong, Singapore and the United States. As its business grows internationally, the firm wants the same depth and quality of risk analytics available across its offices.

The collaboration brings together product risk classification and portfolio risk grading — assessing risk in individual securities and across the portfolio as a whole. Both views matter when deciding how investments fit a client’s objectives and circumstances. Bringing them into one consistent framework gives teams a common basis for those decisions.

That consistency leaves room for the work that needs to stay personal. Each team can build portfolios around its clients’ needs, with the same analytical rigour behind them wherever it operates.

For us, that is what good risk technology should make possible: a firm can grow across markets while keeping a clear, consistent understanding of the risks it takes on behalf of its clients.

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