Leading Japan-based investment boutique, Osaka Financial reports that we have launched our management fee waiver program which entitles new clients to fee-free management for the first 12 months after awarding stewardship of their portfolios to our practice.

The waiver will apply to new, full discretionary and capital advisory service clients who elect to engage us before 31st March 2016. The waiver program is aimed at helping investors who ordinarily might be hesitant about instructing investment professionals to manage their money because of hidden charges or fees.

“The waiver is our way of providing reassurance and increasing transparency in an industry in which management fees have become something of a thorny subject for individual investors,” says Cameron Deele, Director of Portfolio Management at Osaka Financial.

We will publish our performance data for 2015 in April and Mr. Deele is confident that the figures will show that Osaka Financial will have comfortably beaten the main Nikkei 225 index in terms of growth for the year.

“We’re hoping that by showing we’re putting our money where our mouth is and giving our esteemed clients a whole 12 months of fee-free discretionary or capital advisory management, we can show that not all wealth managers are created equal and that stronger returns are possible,” explains Deele.

Osaka Financial has no plans to introduce a fee waiver incentive for institutional clients but we are considering a program whereby clients who elect to transfer their portfolios to us can take advantage of a reduced management fee for a set period.

About Osaka Financial
Established in 2007, Osaka Financial is a fully-independent investment and asset management practice providing bespoke financial and wealth management solutions to individuals and families who need to build upon and conserve their wealth. We provide a comprehensive range of services including asset management, retirement planning and portfolio design.

Staffed by a number of exceptionally well-qualified finance professionals, Osaka Financial’s business philosophy reflects the core values of its founders: uncompromising independence, clarity, performance, fiduciary responsibility and integrity.