Osaka Financial Discretionary Service is Most Popular Offering


Posted September 9, 2015 by osakafinancial

Osaka Financial says that the percentage of its clients opting for its discretionary investment management service is at its highest ever.

 
Osaka Financial has announced that uptake of its full discretionary investment management service has surged as regional equity markets have set new highs. The Osaka-based investment and wealth manager says that the percentage of new clients choosing its discretionary investment management service offering has reached its highest level ever.

According to data published on the company’s website, some 77% of new private individual accounts grant the firm near-full control of the deployment of capital subject to strict risk management parameters agreed between the client and Osaka Financial at the outset.

“This is a ringing endorsement of our modus operandi and underlines the trust our clients place in our ability and understanding of the markets in which we operate,” said Cameron Deele, Director of Portfolio Management at Osaka Financial.

“We’ve sought to reinforce the sense of trust and partnership with our clients and this has clearly been reflected in the preference they’ve expressed in our discretionary-based offering compared to our capital advisory service,” Deele added.

The rampant performance of equity bull markets in Japan and China as well as more competitive management charges at Osaka Financial are being credited with the increased uptake. The firm has seen a surge in clients from mainland China as well as from other parts of Southeast Asia.

“We’ve also been fortunate enough to take advantage of a sharp upturn in expatriate clients working in or retiring to Southeast Asia, many of whom have had experience of full discretionary services in their home countries and want to accumulate and/or preserve their capital in some of the world’s most exciting stock market indices,” explained Deele.

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.

Contact Osaka Financial:
Osaka Financial
Tower B 28f, Grand Front Osaka,
3-1 Ofuka, Kita-ku, Osaka,
Osaka 530-0011,
Japan
+61566235241
[email protected]
http://www.osakafinancial.com
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Issued By Osaka Financial
Website Osaka Financial
Country Japan
Categories Finance
Tags investment , osaka financial
Last Updated September 9, 2015