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Senior Client Relationship Manager, Advising Representative | MA (Honours), CGMA, CIM

Richard Leon

Richard_Leon

Richard Leon has intimate knowledge of family offices. He combines his understanding of the investment universe with his family advisory experience to assist his clients in developing a custom investment plan to suit their needs.

With over 20 years of experience in investments and wealth management, Richard has worked in hedge funds, traditional asset management firms, and a private family office. Richard began his career at Schroders plc in London, England as an equity analyst and subsequently a portfolio manager on the international equities team. With a diverse book of clients ranging from institutions, charities, high net worth families to retail funds, Richard tailored his clients’ portfolios to their unique mandates and circumstances while focusing on delivering strong performance. In 2000 he relocated to New York to further improve the team’s client service abilities.

In 2002, he moved into alternative investments and founded an equity long/short hedge fund backed by Paloma Partners before joining Millennium Management – a prominent New York-based hedge fund – as a portfolio manager. Richard managed a large-cap international equity portfolio with a strong emphasis on fundamental analysis and portfolio risk management.

In 2007 he moved to Montreal and established a proprietary investment company in collaboration with a single-family office.

Leveraging his vast experience in both traditional and alternative investment universes, Richard joined Richter Family Office in 2017. As a Client Relationship Manager, Richard uses his breadth of experience to help families achieve their goals, protect their assets and secure their legacy.

 Fields of Expertise

  • Asset allocation
  • Alternative investments
  • Portfolio construction
  • Implementation and ongoing oversight
    of investment portfolio

Academic background

  • Chartered Investment Manager (CIM), 2018
  • Chartered Management Accountant (CGMA), 2003
  • MA (honours), summa cum laude, History,
    Edinburgh University, 1995
  • Erasmus Scholar, Universidad de Salamanca, 1993

Professional and Community involvement

  • Westmount Dolphins
    Board Member  Since 2016
  • Côte-St-Luc Aquatics Swim Club
    Club Representative and Officials’ Coordinator  Since 2015

Richard’s expertise

Richter Family Office

We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.

Managing your Wealth

Acting as your family’s Chief Investment Officer, our registered professionals provide fully independent wealth management advisory services to guide you in managing and stewarding your family’s financial assets.

Quarterbacking Complex Technical Issues

For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework.

Financial Literacy Program

Many business owners and families of significant means work hard to prepare their businesses for their next generation. A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business.

Giving Back: Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent.

The Family Dynamics

Family enterprises are complex systems, whether they operate in the context of an operating family business or as stakeholders in a large passive investment corporation.

Family Account Management

High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management.
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