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