Comprehensive Asset Management Services as a Financial Concierge
First written in FY2016. 15 of 17 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026RestatedAnnual report
「To help customers address their asset-building challenges, we listen sincerely to each individual and draw on our expertise and experience to provide the optimal financial products and services. We will pursue truly customer-oriented, professional wealth management.」
The company has continued to provide financial products and services tailored to each customer's asset-building challenges and professional wealth management. - 2026-06-01AdvancedGeneral Meetings of Shareholders
「We consider it a challenge to advance wealth management that provides comprehensive support for customers' assets, rather than limiting our services to securities trading and investment management, and to link this to stronger earnings power.」
The Company identified concierge-style financial services as a challenge involving comprehensive wealth management and stronger earnings power. - FY2025RestatedAnnual report
「To respond to each customer with care and sincerity based on their asset management needs and the nature of their funds, we will further strengthen our core competencies under the slogan, 'A securities company that gives customers peace of mind, earns their trust and delivers satisfaction.'」
The company has continued to provide attentive, financial concierge-style service tailored to each customer's asset management needs and the nature of their funds. - FY2025-H1RestatedAnnual report
「We have steadily continued to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
As part of its financial concierge-style customer service, the company has continued to provide financial products and propose asset management strategies based on each customer's asset-building needs. - FY2024-Q3RestatedAnnual report
「We have continued to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
As part of its financial concierge-style customer service, the company has continued to provide financial products and propose asset management strategies based on each customer's asset-building needs. - FY2024-Q2RestatedAnnual report
「We have continued to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
As part of its financial concierge-style customer service, the company has continued to provide financial products and propose asset management strategies based on each customer's asset-building needs. - FY2024-Q1RestatedAnnual report
「The consulting division continued to provide financial products tailored to each customer’s asset-building needs and propose asset management strategies combining derivatives with other investments.」
As part of its financial concierge-style customer service, the company has continued to provide financial products and propose asset management strategies based on each customer's asset-building needs. - FY2023-Q3RestatedAnnual report
「In the consulting division, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
The company has continued to provide financial concierge-style service, proposing asset management strategies combining financial products and derivatives according to each customer's asset-building needs. - FY2023-Q2RestatedAnnual report
「In the consulting division, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
As part of its financial concierge-style customer service, the company has continued to provide products and propose asset management strategies combining derivatives, based on each customer's asset-building needs. - FY2023-Q1RestatedAnnual report
「In the consulting division, we continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies combining derivatives.」
As part of its financial concierge-style customer service, the company has continued to provide financial products and propose asset management strategies based on each customer's asset-building needs. - FY2022RestatedAnnual report
「To respond to each customer with care and sincerity based on their asset management needs and the nature of their funds, we will further strengthen our core competencies under the slogan, 'A securities company that gives customers peace of mind, earns their trust and delivers satisfaction.'」
As a financial concierge, the company has continued to provide attentive service tailored to each customer's asset management needs and the nature of their funds. - FY2022-Q3RestatedAnnual report
「We continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investment methods combining derivatives.」
As a financial concierge, the company has continued to provide products and propose asset management strategies tailored to each customer's asset-building needs. - FY2022-Q2RestatedAnnual report
「We continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investment methods combining derivatives.」
The company has continued to provide financial products and propose asset management strategies combining derivatives, based on each customer's asset-building needs. - FY2022-Q1RestatedAnnual report
「We continue to provide financial products tailored to each customer's asset-building needs and propose asset management strategies, including investments combining derivatives.」
The company has continued its policy of providing financial products and proposing asset management strategies combining derivatives, tailored to each customer's asset-building needs. - FY2021RestatedAnnual report
「As a financial concierge, we aim to build a truly customer-oriented sales structure that listens sincerely to each customer's various challenges and responds to each individual need in order to fulfill that role.」
The company has reiterated its policy of building a sales structure that responds to each customer's challenges and needs as a financial concierge. - FY2017RestatedAnnual report
「We will promote comprehensive wealth management, or asset management services, as a financial concierge responding to customers' various asset-related consultations.」
The company has reiterated its policy of promoting comprehensive wealth management, beginning with consultations on customers' assets. - FY2016First statedAnnual report
「We will promote comprehensive wealth management, or asset management services, as a financial concierge responding to customers' various asset-related consultations.」
The concept is to promote comprehensive wealth management, beginning with consultations on customers' assets.