Determined, conscientious, ebullient
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.
*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.
Fields of Expertise
- Asset allocation
- Alternative investments
- Portfolio construction
- Implementation and ongoing oversight
of investment portfolio
- 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
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.