Asset Management
(Overview and Features)
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We provide services that combine the benefits of traditional private banking (e.g. a long-term client-centric approach) as well as global investment banking (advanced product development and risk management).
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We carefully evaluate each client’s situation and deliver customized products and services that respond to their individual needs.
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We leverage extensive international experience and a broad network to ensure the smooth operation of cross-border business.
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We have the flexibility to offer a variety of investment solutions including private placement investment trusts, offshore funds, Segregated Account Management (SAM), and External Asset Management (EAM).
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We focus on acting objectively and collaborate with third-parties if this is in the best interests of clients.
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As an independent boutique investment house that does not belong to any major financial institution, we provide a personalised and unbiased service.
Fusion of Private Banking and Investment Banking
Merit | Demerit | |
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Traditional Private Bank |
Merit
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Demerit
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Global Investment Bank |
Merit
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Demerit
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Aristagora Advisors |
MeritMaximise the merits |
DemeritMinimise the demerits |
Creation of Financial Products – Examples
Currently Managing
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R&T Excellentia Global Fund of Funds (FoF)
FoF established through a unique partnership with Swiss wealth management firm Dr. Blumer & Partner, one of Europe’s pioneers in the development and implementation of quantitative models in wealth management. The FoF is suited to wealthy investors who would like to gain exposure to overseas financial products and are seeking a medium level of risk/return. The FoF invests in a wide range of top-performing funds from all over the world through diversification in order to control risk and generate returns.
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Arist Fund
Anonymous partnership (Tokumei Kumiai) fund managed by Aristagora Advisors. The fund employs a similar fundamental strategy to the R&T Excellentia Global FoF. Through an original and unique selection process, the fund invests in high-performing funds that demonstrate a low correlation with one another. The result is a well-diversified high-performance portfolio.
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Aristagora Venture Capital (VC) Israel Technology L.P.
Due to an increasing need in today’s globalized world for connecting Japanese companies with Israeli companies, in August 2020 the Aristagora VC Israel Technology L.P. was launched. The fund invests in Israel’s leading-edge technologies and has received significant capital investment from a major pension fund. The General Partners of the Fund are both Israel- and Japan-based and can leverage a wealth of experience, including numerous successful VC investments in Israel. The fund also discloses an extensive database of all start-up companies that applied through the selection process, and is expected to play a crucial role in connecting innovative Japanese companies with innovative Israeli companies. The fund welcomes ambitious, forward-looking investors to help build a future that benefits both markets.
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Value Up Fund
Private Equity (PE) Fund that invests in corporations listed on the Tokyo Stock Exchange. It targets companies that are yet to realized their growth potential due to financial difficulties. The fund supports these companies to rebuild or grow their business, increasing company value and benefitting investors. By doing so, we aim to contribute to the growth of the Japanese economy.
Currently being Created
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Nagano Prefecture Regional Corporations Rebuilding Fund
The main purpose of this fund is to revitalize the economy of Nagano Prefecture. This fund makes long-term investments in small to medium size corporations, that play a key role in the vitality of the region. The fund will help these corporations rebuild their businesses. The investment targets are mainly mushroom factories, hot springs, and traditional Japanese Inns (Ryokan). We are creating this fund in cooperation with the Nagano JA (Japan Agricultural Cooperatives).
Our Network of Traditional Private Banks
We are uniquely placed in Japan to act as an independent asset manager while offering clients safekeeping of their assets at a select group of traditional Private Banks in Switzerland, Liechtenstein and Austria depending on each client’s personal requirements. Below is an introduction to some of our trusted partner Private Banks.
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Bordier & Cie
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Banque Heritage
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Bank Frick
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VP Bank
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Neue Bank
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