From sales to granting wishes.
No sales targets, no product pushing, and no conflicting loyalties. Focus on what truly counts: what matters to your clients.
From advisor to confidant.
No short-cuts. We are truly long-term in our thinking. We are committed to building lifelong, multi-generational relationships.
From lone wolf to facilitator.
Your clients benefit from our preferential bank conditions, access to the full investment and trading spectrum across custodians, and access to exclusive investment opportunities through our extensive network.
Handing over assets
for continued success
Have you built trustworthy relationships with your clients over the years? At LeoVest, you benefit from a unique model: when you retire, you can pass on your client book and remain financially and personally invested in its success, knowing your clients are in good hands.
Would you like to join us, or do you still have questions? We look forward to getting to know you.
