Juntoku International | Our Services

Our Services

Our investment professionals employ innovative, pragmatic strategies and hard work to ensure that our clients' financial needs are met.

The best results are delivered with exceptional service. Our clients are our only priority. We are always available to meet their needs.

Our Services

Investment Advisory Services

We provide a variety of investment options that are properly monitored by expert portfolio managers. Clients engage with their Private Wealth Management teams to choose from a wide selection of investment vehicles, including cash, fixed income and stocks, as well as alternative investments like private equity and hedge funds. Our experts may also develop customized investment vehicles to fulfill the demands of individual clients.

Being a highly experienced team of global investment managers, the Juntoku International Investment Strategy Team (IST) offers asset allocation and portfolio diversification advice. Clients get access to IST's evaluations of significant investing topics and may engage in constructive market conversations.


Trading and Structuring Solutions

We provide clients with the opportunity to trade in diverse securities and asset classes throughout the world by using the services of other Juntoku International divisions. Many of our clients come to us not just for execution, but also for tailored structuring solutions that help them manage a wide range of risks. We deliver industry-leading advice, solutions, and liquidity by merging our assessment of a client's objectives with our extensive derivatives knowledge.


Institutional Wealth Management

For enterprises such as wealthy family offices, publicly traded businesses, and private corporations, we provide complete institutional-type services across all asset classes.


Wealth Advisory Services

Our Wealth Planning Group can offer support on succession planning, investment vehicles and business sales, as well as identify and recommend solutions related to essential wealth transfer and tax matters. We also assist customers and advisors in gaining a better understanding of the tax and regulatory implications of complex hedge fund and private equity products.


Advisory Services for Select Institutions

Small to mid-size institutions, such as foundations and endowments, can benefit from our expertise in managing their investment requirements. Our professional assistance and guidance may be adjusted in accordance to the needs and objectives of the organization.


Private Wealth Management

We assist our customers in achieving their wealth management objectives by providing thoughtful consulting, intelligent investment management, and access to Juntoku International's expertise and network.

We develop wealth and investment management solutions in collaboration with high-net-worth individuals, families, and select foundations and endowments. We then look for investment options to assist them in achieving their goals. These services are complemented by our strong execution skills and dedicated customer care. We introduce our clients to Juntoku International's larger network and resources in an appropriate manner.


Our Approach

We assess each client's financial situation, goals and risk tolerance before recommending a wealth management strategy. We then use our division's intellectual capital as well as Juntoku International's network to implement the selected strategy.

We provide a variety of investment options, including cash, fixed income, stocks, and alternative assets, as well as strategic and tactical asset allocation. We provide strong structuring and execution expertise in all securities and derivative products across all major worldwide markets for customers interested in brokerage services. We also provide select private investment services which are personalized depending on individual criteria. We are also updating clients’ wealth management strategy when their goals change.


Our People

Our people and our devotion towards clients are at the core of our business.

Our wealth advisers and investment professionals are carefully selected and qualified through a rigorous recruiting procedure. When they join Juntoku International, they begin a tough training program that will last for the rest of their career. Even senior experts undergo exceptionally in-depth training to ensure that they fulfill their clients' high expectations. We focus on keeping manageable the number of customer relationships per adviser so that our teams can offer our clients the time and attention they need. Juntoku International's primary business principle constantly guides our efforts - our clients' interests always come first. Our experience has shown us that when we provide excellent service to our clients, our own success is following. Juntoku International Private Wealth Management experts are dedicated to their clients' interests, investments and service on a daily basis.


Intellectual Capital

Asset allocation, investment methods, market dynamics and wealth management are just a few of the subjects addressed by Juntoku International Private Wealth Management.


Consumer and Investment Management

We work with customers to help them accomplish their investment objectives and financial purposes, and we follow an innovative approach to traditional investment consulting.


Juntoku International Asset Management Principles

  • Our clients are our priority.
  • Helping our clients achieve their goals is our mission.
  • Meeting our clients’ demands involves detailed analysis.
  • To serve our clients at the best, we have built our business to be global, broad and deep.
  • We value the culture of excellence.
  • We foster a culture of excellence as investors, partners and risk managers.