Toshikatsu Group | Services

Services

Our services

Drawing on the skills of our specialist teams Toshikatsu Group is able to deliver a range of private wealth services suited to the needs of our clients.

Our extensive private wealth offering includes a strategic financial planning service, investment management services encompassing global market coverage, portfolio management, trading and execution, and access to private banking facilities.

Our clients have access to a breadth of advice including structured solutions, tax planning, estate planning and succession advice, risk management and insurance, comprehensive self managed superannuation fund strategies, philanthropy, and benefit compensation - all under one roof.

Wealth management

Toshikatsu Group offers two core wealth management services depending on your needs and aspirations: investment management and financial planning.

 

Our clients have the flexibility to select an integrated private wealth management offering across all disciplines, or individual services that suit their personal circumstances.

 

Investment management

Building and managing your wealth

Our extensive experience in providing client-focused investment management services means we can create a robust framework to support your investment objectives and ongoing investment decisions.

 

We can also offer wholesale investors access to sophisticated international investment opportunities and platform solutions, including personalized global investment advice, global custody, administration and reporting, comprehensive online portfolio access, global research and execution in global markets across all asset classes.

 

When we construct a portfolio to meet your investment goals, we focus on delivering a diverse range of direct equities, and indexed and managed products across a broad range of asset classes to ensure a consistent and superior risk adjusted performance.

 

Once we have agreed on the investment blueprint, we implement the plan gradually and invest accordingly. This provides us with the flexibility to lock in opportunities as they arise.

 

Investment solutions available include:

  • Domestic equities including model portfolios
  • Fixed Income
  • Over the counter (OTC) derivatives and structured products
  • Exchange Traded Options
  • Exchange Traded Funds
  • Hybrid Securities
  • Access to equity and debt capital raisings
  • International solutions
  • Wrap services (Premium & Portfolio Advantage)
  • Managed Accounts
  • Cash Management
  • Margin Lending

 

 

Financial planning

Whether your goal is to maximize tax efficiency, set up an estate plan, manage your superannuation, look at succession planning, or risk management, we can help.

 

Our financial planning service is designed to complement the investment advice we provide. Our advisors work closely with your accountants and solicitors to help refine and develop efficient investment structures for your assets and liabilities.

 

Some of the services we offer include:

  • Entity structuring for tax effectiveness
  • Superannuation including self-managed super funds strategies and management
  • Estate and Succession Planning
  • Cash flow planning and financial modeling
  • Insurance – needs analysis and structuring
  • Philanthropic services for tax-effective giving

 

Our approach

We develop, implement and then manage a comprehensive wealth management strategy for you, based on our proven four-stage process.

 

Philanthropic services

The Toshikatsu Group Philanthropic Services team has a strength and depth of experience that is unrivalled in Tokyo. Our team provides strategic advice and services that enable:

 

  • Individuals and families - to successfully plan, structure and implement their philanthropic goals
  • Not-for-profit organizations - to increase their efficiency, effectiveness and appeal to donors
  • Private and public companies - to establish and manage socially responsible strategies and build appropriate relationships with philanthropic and not-for-profit organizations

 

As an organization, we are in the unique position of servicing both grant makers and grant seekers, which enables us to provide a specialist value-added service to all our clients.

 

Role of Toshikatsu Group Philanthropic Services

Grant Maker

  • Advise donors on the most appropriate giving options
  • Assist donors to find causes, projects and/or charities that match their passion

 

Grant Seeker

  • Support the development of sound governance and investment practices
  • Provide capacity building advice to non-profits and charities
  • Philanthropic Insights
  • For topical areas of interest in the Philanthropic and not-for-profit sectors, Toshikatsu Group’s experts provide a wide range of research, insights and understanding.