Our Services

Without doubt, today's investors are confronted by far more in the way of investment choice than was available 10-15 years ago. New asset classes, new industries and new funding models have joined traditional investments and sectors vying for investor capital.

The choice is all at once exciting and daunting but, with these newfound choices comes a corresponding myriad of ways in which capital can be lost. Those without the time, knowledge and experience need to distinguish between good and bad opportunities could find themselves in considerable financial trouble.

Time and time again, Matsumoto Financial Group have been vindicated in our belief that it is only the administrations of a professional – one with the time, the experience and intimate market knowledge – can provide the clients with the best chance of achieving his or her investment objectives.

We provide far more than the benefit of our astute advice and a pen to sign the agreement. It is our hope that each client emerges from his or her association with us – be it long or short – as a much better investor.

Asset Management

Matsumoto Financial Group's Asset Management team is made up of some of the most sought-after and highly experienced fund managers, economists and analysts in Asia. The team's primary objective is to research, formulate and manage Matsumoto Financial Group's investment framework to ensure that the assets under our management are safely and wisely invested. This naturally includes ensuring full compliance with all necessary legislation and regulatory requirements.

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Investment Management
Building your wealth isn't easy. It's an immense personal achievement that takes time, perseverance and sacrifice. It's only appropriate then that we truly get to know you. We ask the right questions and dig deep when it comes to understanding what your wealth means to you and where you want it to take you in the future.

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Client Commitment
We're not passive managers waiting for problems to solve; rather, we actively identify, pursue and recommend adjustments that enable your portfolio to constantly adapt to the changing world. Our personal, proactive and comprehensive method of managing your wealth, backed by our world-class proprietary investment management systems, means that we can implement a financial plan that is robust, flexible and appropriate for your future.

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Fiduciary / Risk Management
As your wealth management partners it's not only our job to make sure your wealth is invested wisely and securely, but that your assets are protected for the next generation too. After all, there's no greater gift than being able to secure your children's futures long after you've gone.

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Online Securities / FOREX

Matsumoto Financial Group Online Securities is a progressive approach to holistic wealth management. Typically, skilled wealth managers only manage funds on behalf of their clients, following a researched process of diversifying assets across asset classes. However, Matsumoto Financial Group's clients now have the option of including a share portfolio as part of their financial roadmap, which can be managed by themselves or by their Advisor.

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Offshore Investment
Our expertise not only covers the Asia's investment landscape but extends offshore too. This means that if your personalised financial roadmap calls for international solutions, your wealth advisor has immediate access to our Tokyo-based team of dedicated product specialists. It's a team that is perfectly positioned to make sure you get the best global solutions and exposure to top international fund managers.

read more

Asset Management

Matsumoto Financial Group's Asset Management team is made up of some of the most sought-after and highly experienced fund managers, economists and analysts in Asia.

The team's primary objective is to research, formulate and manage Matsumoto Financial Group's investment framework to ensure that the assets under our management are safely and wisely invested. This naturally includes ensuring full compliance with all necessary legislation and regulatory requirements.

It's through this meticulous analysis of local and global investment markets, careful risk management and intense fund manager selection processes, that the team is able to create a sound and robust investment strategy. A strategy that's used to construct your unique financial roadmap.

A Forward Thinking Approach. Rigorous Research - Our research is carried out on a global basis and our due diligence and risk management processes are unparalleled in the industry. Whether we're investing into hedge funds or equities, we never invest with any fund manager we haven't personally met and who is not aligned with our investment philosophy and value system.

What's more, our method of scenario planning and proactive monitoring of the global and local investment landscape means that we can adjust our investment strategy whenever necessary, to make sure your financial roadmap is still on track for your future.

A Dedicated Team - As the custodians of your hard-earned wealth, our team is accountable only to our advisory partners and our clients, as well as our goal! To find the best investment solutions available so that we can craft your financial roadmap and free you to explore the true potential of your wealth.

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Investment Management

Building your wealth isn't easy. It's an immense personal achievement that takes time, perseverance and sacrifice. It's only appropriate then that we truly get to know you. We ask the right questions and dig deep when it comes to understanding what your wealth means to you and where you want it to take you in the future.

Creating Your Financial Roadmap - This process of open and honest debate and discussion around your affairs empowers us to accurately match solutions - be they as simple as the management of a fund or a more complex offshore portfolio - to your needs. Whether you are about to retire, are an entrepreneur looking for security or an executive planning for your future, we will design a robust financial plan that gives you peace of mind and ultimately the freedom to explore what your wealth allows you to do and be.

Our solutions encompass:

  • Financial Planning
  • Asset Management
  • Retirement Planning
  • Risk Management
  • Tax Advice
  • Structuring of Offshore Investments
  • Fiduciary
  • Estate Planning
  • Philanthropy Advisory Services

A Long Term Partnership - When you become a client our job as your strategic wealth management partner really begins. This is where you will experience what we mean by 'wealthcare'.

Throughout our journey, we will continue to revise and assess your needs and ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.

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Client Commitment

Being passionate about proactive thinking, we're not passive managers waiting for problems to solve; rather, we actively identify, pursue and recommend adjustments that enable your portfolio to constantly adapt to the changing world. Our personal, proactive and comprehensive method of managing your wealth, backed by our world-class proprietary investment management systems, means that we can implement a financial plan that is robust, flexible and appropriate for your future.

A Long Term Partnership - When you become a client our job as your strategic wealth management partner really begins. This is where you will experience what we mean by 'wealthcare'.

Throughout our journey, we will continue to revise and assess your needs and ensure that your financial plan adapts to your changing circumstances. In addition to your dedicated advisor, our team of fiduciary, risk, tax, offshore and asset management specialists are always on hand, making sure that every aspect of your financial plan is expertly covered.

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Fiduciary

Planning for the next generation - As your wealth management partners it's not only our job to make sure your wealth is invested wisely and securely, but that your assets are protected for the next generation too. After all, there's no greater gift than being able to secure your children's futures long after you've gone.

Safeguarding Your Legacy - Our team of fiduciary specialists devise a strategy that includes constructing your will, establishing and executing trusts and structuring your affairs across jurisdictions – locally and internationally – ensuring that all the necessary legal and tax requirements are taken care of. By keeping a close eye on the legislative framework and recent changes, legal precedents and even mooted policy amendments, we’re able to ensure your portfolio remains sustainable and relevant for you and your family.

Understanding Your Needs - Before we can structure your fiduciary needs, we meet with you to discuss your family's circumstances and dynamics, such as: your marital regime, where your children live and what their specific needs are. We also gather a detailed picture of your assets, what you own and what you want the purpose of your wealth to be. Naturally we treat this sensitive information as highly confidential.

Once we know what your specific needs are, we create a fiduciary plan that has been hand-crafted for you. Implementing a fiduciary plan now will give you peace of mind knowing that your family and those close to you will be taken care of in the years to come. Not attending to these important aspects of your portfolio can have devastating consequences for those you love the most. There is no better time than now to create a plan for your heirs.

Risk Management

No matter how well you plan your financial future, if specific attention isn’t paid to your personal and business assurance risk cover, even the finest strategies can fall apart. Say for example that you are disabled, lose the ability to work, or even die while you're still creating your wealth, your family could be placed under extreme financial stress at a time when they could least afford it.

Analyzing Your Risk Portfolio - As part of your financial roadmap we "risk-test" your portfolio and actively look for areas in which you could be financially vulnerable should life throw you a curveball. We do this by taking a comprehensive view of your estate duty, personal income disability, critical illness and business contingencies. We then comment independently on the level of cover that would be required to minimise your risk exposure. Once we're all in agreement, we then implement the appropriate solution and make sure that any structures we put in place are income tax and estate duty compliant too. That's not to say our job is now done. Far from it. We review your risk portfolio on a regular basis because as we all know, one's circumstances can change in a heartbeat.

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Online Securities

One Trusted Advisor, Multiple Investment Platforms - Matsumoto Financial Group Online Securities is a progressive approach to holistic wealth management. Typically, skilled wealth managers only manage funds on behalf of their clients, following a researched process of diversifying assets across asset classes. However, Matsumoto Financial Group's clients now have the option of including a share portfolio as part of their financial roadmap, which can be managed by themselves or by their Advisor. By including stockbroking in our comprehensive offering, clients can now interact with a single manager on all their investments. It's an ideal scenario for any investor who wants to realise the true worth of their wealth.

How You Benefit - The benefits of having a stockbroking account as one of the platforms to implement a diversified portfolio are:

  • Simplicity and transparency. At any given time, investors know what they are invested in and the associated costs.
  • It provides the opportunity to invest solely in high quality companies for the long-term, and share in the ever-increasing earning streams these businesses generate. Earnings over time translate into capital growth and/or inflation-beating dividend income.

Return Rates and Fees - A key feature of Matsumoto Financial Group s Online Securities is the internal rate of return, which is calculated from inception at the end of the month on all portfolios. This means that clients can see the annualised return on their total portfolio and not only the total return on the current holdings, as is the industry norm. What’s more, we provide this additional service at a brokerage rate that is one of the most cost effective on the market.

Foreign Exchange

Maximising Your Wealth - Our Foreign Exchange Team, who operate under the name of our Matsumoto Financial Group FX, has over 20 years experience in foreign exchange markets. Our aim is simple, we leverage our ability to offer cost efficient solutions, managed by experienced practitioners in the industry, in order to help you achieve your goals and aspirations and ensure the sustainability of your portfolio.

Foreign Exchange Specialist Services - Our services range from market proximity and rate negotiations to supplying a complete management service. But our true success lies in our ability to negotiate with financial institutions to minimise your foreign exchange risk, which in turn improves your current rates as quoted by your bankers. We also specialise in import and export companies and can expedite any source of foreign exchange - from conception to the implementation of single transactions - to more specialised financial foreign exchange investments. Think of this foreign exchange service as another tool we can use to help you realise the true worth of your wealth.

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Offshore Investment

Our expertise not only covers the Asia's investment landscape but extends offshore too. This means that if your personalised financial roadmap calls for international solutions, your wealth advisor has immediate access to our Tokyo-based team of dedicated product specialists. It's a team that is perfectly positioned to make sure you get the best global solutions and exposure to top international fund managers.

International Presence. A Hands-on Approach - Given that our team is based in Asia, they have a thorough understanding of the Global regulatory and legislative environment, and as the centre from which all our global funds are managed, their hands-on approach translates into fast and efficient implementation of any investment decision you make. It also means you can relax, knowing that your assets are secure at all times. What’s more, if you're a non-Tokyo resident, our Tokyo presence means you can enjoy access to discretionary investment solutions.

Experience That Covers All You Needs - With over 35 years combined experience in the international financial services industry, as well as in Tokyo, our offshore investment team has all the knowledge and understanding of the global environment necessary. Its knowledge that brings our Matsumoto Financial Group's promise of 'wealthcare' to life.

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