Toshikatsu Group | About Us

About Us

About Toshikatsu Group

The Toshikatsu Group story is one of integrity, innovation and relationships, one of experts committed to delivering first class investment advice and one of superior market knowledge and support to grow the wealth of successful bold investors.

We are focused on servicing three main client groups:

  • Individuals – private investors, including corporate and business executives, entrepreneurs and partners in professional firms.
  • Institutions – boutique institutions, fund managers and not-for-profit organizations.
  • Family Offices – family office CFOs and COOs, patriarchs and matriarchs.

Our partners

At Toshikatsu Group, we adopt a team approach to providing wealth management services to you.

By combining our highly-acclaimed professional investment and strategic advisory expertise with the extensive resources of our specialists, stock broking, global investment and research capabilities of our affiliates, our teams deliver an enhanced and comprehensive wealth management solution that is unrivalled in Tokyo financial markets.


Our people

We ensure we recruit people with the highest degree of professionalism, integrity and expertise, and are focused on delivering outstanding financial advice, planning and service excellence to our clients.

We reward, empower, train and develop our people to embody and embrace our philosophy and business principles, setting us apart from our competitors.

Our uncompromising application of our business principles, combined with our unique business practices, enables us to deliver our clients outstanding investment opportunities.


Our business

How we work with our clients:

When you become a client of Toshikatsu Group, you are partnering with a team of experts who are dedicated to building a strong and lasting relationship based on sound financial advice to help you achieve your financial needs.

Our services to our clients provide a comprehensive wealth management solution, covering:

  • Investment Strategy – analysis of trends, recommendations develop recommendations and development model portfolios.
  • Strategic Advisory – entity structuring, superannuation, retirement and estate planning, and liaising with accountants and lawyers.
  • Markets Desk – including currencies, global investments, derivatives, institutional stock broking services and private equity opportunities.
  • Philanthropic Services – including tax effective giving and public ancillary funds.
  • Private Banking – access to dedicated relationship banking, margin lending, multi-currency accounts and wealth protection.


Toshikatsu Group in the community

Toshikatsu Group has been actively involved in the broader community, through giving and volunteering, and contributing to social responsibility within the corporate marketplace.

Toshikatsu Group Giving – Charitable Foundation

Toshikatsu Group supports its people to make regular donations from pre-tax income to the Toshikatsu Group Charitable Foundation and matches employee donations to the value of $1,000 per employee annually.

Employee Fundraising Program

The Foundation was established in to support Southeast Asian communities by investing in key areas of need and employee interest. Fundraising is a popular avenue for Toshikatsu Group employees to assist a chosen eligible non-profit organization.

Staff Volunteering

Toshikatsu Group encourages employees to volunteer their time and skills to contribute to the causes they care about. To support this, all Toshikatsu Group employees are entitled to two days' paid leave every year for volunteering purposes.

Student Work Program

Our “Student Work Program” is a ground-breaking program run by The Foundation for the younger generation. Toshikatsu Group staff regularly welcomes students into our Tokyo boardroom for creative, interactive sessions that provide insight into our business and enable students and staff to talk about getting on in life and work.