Leading Japan-based investment broker and wealth management practice, Osaka Financial says it will waive management fees for private discretionary clients for the first 12 months starting in January 2016.

The special offer will be made available to private clients who opt for the firm’s full discretionary management service before 31st March 2016 when the offer will be withdrawn.

The firm says the temporary offer is intended to help it increase its share of the personal wealth management market in its home market of Japan.

“Japan is well-served by wealth management and investor services,” explained Cameron Deele, Director of Portfolio Management at Osaka Financial. “Japan’s demographics aren’t particularly favorable for our industry since the birth rate here is lower than in any other country in the world. That said, the pool of clients that does exist is large and their net worth is high so it can still be profitable.”

Osaka Financial says it has conducted research which shows that many private investors are disappointed with the performance of their wealth or asset managers and describes their continued association with those advisors as more of a case of “better the devil you know”.

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

The firm said it will publicize its offer through targeted email marketing, social media and industry press publications.

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.