Affluent-customer services through “Orque d'or”

「We have established “Orque d'or” as a brand for affluent customers and are promoting services based on an asset-portfolio model that utilizes customers’ overall assets, through initiatives including salon expansion, products such as securities-backed loans, and training for sales personnel. We are also pursuing Orque d'or Strategy 2.0, which aims to deliver a higher level of service through improved marketing capabilities and digitalization to enhance convenience across both financial and non-financial services.」

「To meet customers’ increasingly diverse investment needs, we began offering a discretionary investment management service in which dedicated investment managers manage portfolios on an individually tailored basis, and provide portfolio proposals based on a goal-based approach.」

「In February, we newly opened “Orque d'or Salon AOYAMA” as a salon for members of the affluent-customer brand “Orque d'or.” “Orque d'or Salon AOYAMA” comprises two floors: an “Orque d'or member floor” and a “startup support floor.” In addition to serving Orque d'or members, primarily corporate executives, the salon aims to become a forum for interaction among an executive community that can shape the future by implementing support programs for startup executives with the enthusiasm to change Japan and forming an ecosystem that generates open innovation.」

「We newly established “Tokyo Orque d'or Division 4” under the Wealth Management Company as a department dedicated to acquiring new customers, including corporate executives, with the aim of expanding our affluent-customer base in the Tokyo metropolitan area.」

「We established a cross-company community led by the Company for startup communities and Orque d'or members. We will create new business opportunities through business matching within the community and build an ecosystem enabling mutual referrals with affluent-customer business providers in the areas of assets, business, health, and hobbies.」

「The Company relocated its head office to Nihombashi Takashimaya Mitsui Building in January. On the building’s top floor, Tokai Tokyo Securities Co., Ltd. opened “Orque d'or Salon TOKYO” in April for members of its affluent-customer service brand “Orque d'or.” We will use it as a base for expanding our affluent-customer business in Tokyo.」

「For affluent customers, we have worked to establish the “Orque d'or” brand. The number of members and assets under custody have grown steadily through the provision of comprehensive solutions covering not only asset management but also business succession and inheritance planning. We also plan to open an “Orque d'or Salon” on the top floor of Nihombashi Takashimaya Mitsui Building in Tokyo next spring, further enhancing our services in the Tokyo metropolitan area.」

「For affluent customers, we established the new “Orque d'or” brand and the new “Orque d'or Member” membership program. As a true partner for entire families, we support the intergenerational transfer of prosperity by providing a full range of asset-related services.」