INVESTMENT ACCOUNTS

Iyo Iwata Management いよ岩田管 investment advisory service aims to help our clients become familiar with the market conditions and the current state of their portfolios. 

You will work with your broker, who is an expert in multiple financial matters and will always be ready to answer any of your questions whilst guiding you in the right direction. 

With individual clients, we will put the effort to into understanding everything about you relevant to build your portfolio accordingly. We will learn your priorities, goals, expectations, experience and risk profile. 

By doing this we will base our strategies and proposals through these fundamental details. Every customer is unique and will have different ideas and goals, we make sure every case is handled personally to ensure success. 

Our team are able to provide you with detailed support and advice through the following list;

Asset Allocation

  • An equity portfolio will be created combined with other financial products, your expectations shall be conformed with this.

Portfolio Management

  • With the markets being volatile and uncertain today, we offer you a professional capable of adapting to them beneficially. We will provide you with suitable maintenance solutions for your portfolio.

Investment Management

  • You will receive customised support with your investments, this will come from your personal broker and our entire team working in the background. We shall suggest different targets and strategies based on your profile. You be informed throughout the entire process and also have a decisional impact.

We are ready to contribute to your financial success; our team of advisors consists of members from different backgrounds and economic niches. This diverse combination allows us to benefit from various aspects of the financial markets.

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