Personalised online wealth management services
First written in FY2016. 6 of 8 entries say "Advanced", first in FY2017-Q2. Latest entry: FY2025.
0 other companies' latest entry also says "Advanced".
- FY2025AdvancedAnnual report
「From November 2024, we launched a service allowing customers to use Permanent Points when making spot purchases of investment trusts sold directly by Saison Asset Management. In conjunction with the launch of points-based investing, we also lowered the minimum spot-purchase amount from ¥10,000 to ¥5,000.」
Regarding online wealth management services, we launched the use of points for spot purchases of Saison Asset Management’s investment trusts and lowered the minimum purchase amount. - FY2024AdvancedAnnual report
「From January 2024, in collaboration with Saison Asset Management, we launched a service allowing customers to pay for regular investments in investment trusts offered by Saison Asset Management using Saison Cards and UC Cards issued by us.」
Through our collaboration with Saison Asset Management, we launched a service allowing customers to pay for regular investments in investment trusts using Saison Cards and UC Cards. - FY2024-Q3AdvancedAnnual report
「From January 2024, in collaboration with Saison Asset Management, we will launch a service allowing customers to pay for regular investments in investment trusts offered by Saison Asset Management using Saison Cards and UC Cards issued by us.」
Regarding online wealth management services, we plan to launch a service allowing customers to pay for regular investments in investment trusts using Saison Cards and UC Cards through our collaboration with Saison Asset Management. - FY2023AdvancedAnnual report
「From January 2023, as part of our business-partnership initiatives with CONNECT, we launched the Credit Card Investment Plan service, which allows holders of Saison Cards and UC Cards issued by Credit Saison to make regular purchases of investment trusts through a CONNECT securities account.」
Regarding online wealth management services, we launched the Credit Card Investment Plan service, which allows regular purchases of investment trusts through a partner securities account using a card. - FY2020-Q3AdvancedAnnual report
「On 12 November 2019, we launched Saison Pocket, a smartphone-based securities service for Saison Card and UC Card members.」
Regarding our online-focused wealth management services, we launched the Saison Pocket smartphone securities service for cardmembers. - FY2018RestatedAnnual report
「In addition to the credit-card business, we will pursue customer needs and convenience and promote open innovation, focusing on internet and finance businesses using big data, solution businesses that promote the shift to cashless payments in the corporate market, wealth management businesses capturing the shift from savings to investment, and financial businesses in Asia leveraging expertise developed in Japan. Through these efforts, we will strive to become “a new finance company unlike any other in Asia.”」
We position the wealth management business as a core area alongside cards, internet services, corporate payments and Asian financial services. - FY2017-Q2AdvancedAnnual report
「Monex-Saison-Vanguard Investment Advisory Co., Ltd., a discretionary investment management company jointly established by us, Monex Group,Inc. and The Vanguard Group, Inc., launched the MSV LIFE retail discretionary investment management service, a robo-adviser service leveraging the expertise of U.S. asset manager Vanguard, in September 2016.」
The online wealth management service, which had been at the planning stage, was launched as MSV LIFE in September 2016. - FY2016First statedAnnual report
「By using cutting-edge IT technology and globally recognised financial expertise, we will primarily provide online wealth management services tailored to each customer. These services will involve developing an asset plan together, entrusting us with the management and operation of that plan, continuously monitoring the situation and revising the plan as necessary.」
We plan to establish a discretionary investment management company with Monex Group,Inc. and The Vanguard Group and provide an online-focused wealth management service.