Wealth Management

Yutaka Investments Wealth Management

Detailed, Managed Services

“Wealth and asset management services are the core of our business and our team can guide our clients in every aspect”

For many clients the whole process of managing investments, pensions, taxation etc. is too complicated and often mismanaged. For this reason they often look for a fully managed service. At Yutaka Investments we provide fully managed portfolios for investment clients and pensions. This gives our clients the ability to take full advantage of our professional asset management team and build a “hands-off” portfolio that matches their specific requirement.

For clients who wish to be more involved in the process we offer execution-only, advisory mandates and discretionary portfolio accounts. This then allows clients to select exactly how much control they require.

We can also offer other services with our organization to cover the full spectrum of financial services:

  • Certified Financial Planners
  • Corporate Financiers
  • Chartered Accountants

With this comprehensive list of available services we can confidently advise our clients.