Ephraim Global, the Tokyo-based asset management company, has announced today the launch of its Generation Consultancy Project, an ongoing project of developments that will assist consultants in delivering first-rate financial advice to an increasing number of individuals at both a local and an international level. The project will be including service upgrades, product developments as well as business observations backed by conventional, modern and on-the-spot support.
Joseph Neidhardt, Senior Development and Strategy Manager at Ephraim Global, said: “We are noticing a considerable rise in requests for high quality financial advice from an increasing number of retirees as a direct result of age-demographic shifts and the baby boomer generation reaching the age of retirement, which will surely drive the demand for optimized advisory services further in the future. Ephraim Global is dedicated to assisting advisers by means of market-leading proposals that will aid them in leading successful businesses that deliver efficient advice to the growing number of individuals that require it. This continuous project will be headed and influenced by advisers throughout its duration”.
Among the most important aspects that the project will focus on will include:
• The systematic organization of sophisticated advice processes – asset transfers, tax development of client capital retraction and back office integration.
• Adviser-headed investment and asset management insourcing – the ability to access professionally proven investment knowledge minus the risk of losing control that occurs in conventional investment outsourcing.
• Delivering best practice standards – Giving advisers insights into Japanese and international best practices via technical support, periodic adviser conferences and seminars.
• Client safety support – offering a continuous non-advised service to individuals who have received previous economically unviable advice.
“When I contemplate the impact of pension policies and the significant rise in advisory requests it is apparent that, as an industry, we need to fulfill the needs of not only our Japanese clients but also our extended international client base. To this end we have to think distinctively and on a larger scale and work together closely in order to make advisory services a viable option for anyone that requires it” concluded Mr. Neidhardt.
About Ephraim Global
Founded in 2005, Tokyo-based Ephraim Global is an international asset management group serving clients around the world. The company offers a wide range of financial advisory and planning services, bond and mutual funds, diversified asset portfolios, pension plans and account management for private and institutional clients alike, focusing on diversification, extensive research and a risk-aware investment approach.
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