#Japan #Tokyo #Sumitomo Mitsui #Monex Securities #Life Partners

Monex Securities Partners with Sumitomo Mitsui Trust Life

Monex Securities, based in Minato, Tokyo, has entered into a business delegation agreement with Sumitomo Mitsui Trust Life Partners, a subsidiary of Sumitomo Mitsui Trust Bank. This partnership aims to enhance their financial product intermediary services, aligning with the complexities and diverse needs of modern clients, especially among wealthy individuals.

Background

The era of living 100 years has led to increasingly intricate financial planning and asset management requirements. Wealthy clients no longer seek mere management of financial assets; they look for comprehensive solutions that address a range of concerns, including business operations and real estate succession for the next generation. Since the fiscal year 2020, Monex Securities has been implementing an asset management model committed to increasing clients' wealth. This initiative has given rise to a Private Banking (PB) division, which fully launched wealth management services in October 2021, offering specialized advisory services to discerning clients.

The collaboration with Sumitomo Mitsui Trust Life Partners is a strategic move to integrate their strengths. Life Partners brings substantial consulting expertise in face-to-face interactions, while Monex offers a broad array of financial products and a highly efficient platform. Together, they aim to provide tailored solutions that cater to the unique needs of each client, striving to become their 'best partner' in wealth management.

Overview of Services

Beginning its financial product intermediary operations as Monex Securities' contracted Independent Financial Advisor (IFA) firm, Life Partners offers notable features:

• - Diverse Product Lineup: Life Partners will provide a wide range of financial products, including domestic and international stocks, bonds, and investment trusts, sourced from Monex Securities.

• - Comprehensive Support System: By leveraging specialized knowledge from the trust bank group and combining it with Monex's platform, they will offer integrated support that encompasses everything from asset management to succession planning.

• - High Convenience Services: Utilizing the advantages of an online-only brokerage, Monex ensures a seamless and efficient trading environment for clients.

For additional details on IFA services, clients can visit Monex Securities' website:
IFA Service
Contracted IFA Corporation List

About Monex Securities

Monex Securities operates under the financial instruments business operator license, governed by the Kanto Local Finance Bureau (License No. 165). They also belong to multiple associations, including the Japan Securities Dealers Association and the Japan Investment Advisers Association, ensuring compliance and the highest standards in the industry.

This partnership signifies a significant step towards meeting the evolving financial needs of individuals, particularly in an ever-changing economic landscape. With Monex Securities and Sumitomo Mitsui Trust Life Partners, clients can expect innovative solutions that prioritize their long-term financial wellbeing.