Promoting the shift from savings to investment
First written in FY2016. 4 of 6 entries say "Advanced", first in FY2021. Latest entry: 2026-08-14.
4 other companies' latest entry also says "Advanced".
- 2026-08-14AdvancedEarnings
「Assets under custody increased by ¥50.5 billion from the end of the same period of the previous year and by ¥20.7 billion from the end of the previous fiscal year to ¥296.9 billion, reflecting an increase in government bond holdings due to higher interest rates, an increase in investment trust balances and continued strong sales of yen-denominated insurance products.」
Assets under custody increased, with balances or sales of government bonds, investment trusts and yen-denominated insurance products identified as contributing factors. - FY2024AdvancedAnnual report
「In our individual consulting business, we have developed the ability to provide a high level of inheritance consulting services among regional banks nationwide, and the Money Trust service, which we began offering in earnest last year, has been well received by customers.」
The company expanded inheritance consulting in the asset succession field and began offering the Money Trust service in earnest. - FY2022AdvancedAnnual report
「As part of our practice of customer-focused business operations (fiduciary duty), we provided products and asset management services aligned with customers' life plans. In particular, we focused on will trusts and estate administration services in the inheritance field, where demand is expected to grow as Japan's population ages.」
In addition to asset management aligned with customers' life plans, the company expanded services in the inheritance field, including will trusts and estate administration. - FY2021AdvancedAnnual report
「We will strengthen asset succession consulting, including inheritance-related services, and asset management consulting.」
The company specified measures to strengthen inheritance and asset succession consulting in addition to asset management for individual customers. - FY2018RaisedAnnual report
「For individuals, we aim to expand the issuance of debit cards and transactions with working-age customers with strong asset-building needs, with sales of entrusted assets targeted at ¥60 billion.」
The company explicitly identified debit card issuance and expanding transactions with working-age customers as measures, and set a target of ¥60 billion for entrusted-asset sales in fiscal 2018. - FY2016First statedAnnual report
「We will accelerate the establishment of a framework in which branches and head-office functions work together to propose optimal portfolios tailored to each individual customer's life plan.」
Portfolio proposals for individual customers, supported by cooperation between branches and head office, were identified as a specific measure.