JTG Securities to Launch New Japan Stock Course with SmartPlus DWM in 2025
In an exciting development within the financial sector, JTG Securities, a notable player in the brokerage landscape, is set to launch a new managed investment service named 'SAMURAI 25' utilizing SmartPlus's Digital Wealth Manager (DWM) platform. The service is scheduled to commence on August 1, 2025.
SmartPlus, headquartered in Chiyoda, Tokyo, operates under the guidance of CEO Noriko Kobayashi. As a part of the Finatext group, they aim to promote embedded finance through next-generation financial infrastructure. The DWM platform, which JTG Securities is employing, allows them to cater to diverse client needs effectively.
Since its inception, SmartPlus has positioned itself as a fintech company supporting businesses in launching their own customer-oriented securities services via its Brokerages as a Service (BaaS) model. Back in February 2025, JTG Securities introduced a managed investment service focusing on US stocks named 'WEALTH GROWTH', co-developed with SmartPlus. With the launch of 'SAMURAI 25', JTG Securities expands its offerings, providing a new investment avenue for clients looking to tap into the Japanese stock market alongside existing US options.
'WEALTH GROWTH' is designed particularly for high-net-worth individuals, combining comprehensive investment management solutions. It is built to consistently deliver returns that outperform the S&P 500 through its active management strategies. The introduction of the 'SAMURAI 25' course complements the existing US stock courses, focusing specifically on Japanese equities to meet the diverse investment needs of affluent clients.
'SAMURAI 25' represents a sophisticated and meticulously created investment course centered on Japanese individual stocks. The course is built on top of the investment engine used for the existing 'Wealth Wing' investment service and aims to actively achieve returns exceeding the TOPIX benchmark.
The guiding principle behind 'SAMURAI 25' is to select around 25 stocks from Japanese companies known for their high growth potential and profitability. This strategy aims to provide a harmonious balance between risk management and long-term returns. The fund manager classifies stocks listed on the Prime Market of the Tokyo Stock Exchange into four categories: High Growth, Financial Stability, Undervalued with High Dividends, and Strong Performance. By analyzing these categories, they select approximately 25 stocks that offer a balanced mix of diversification and active management potential.
The management approach is dynamic; in rising market environments, it prioritizes High Growth and Strong Performance categories for aggressive return-seeking opportunities. Conversely, in declining markets, it shifts focus to Financial Stability, Undervalued assets with High Dividends, and Strong Performance to ensure a more defensive investment posture. This adaptability aligns with current market conditions, ensuring optimal performance.
Looking ahead, SmartPlus continues to enhance DWM as a platform that facilitates brokers and financial institutions in quickly establishing their distinctive brand of digital financial services. With the addition of 'SAMURAI 25', JTG Securities now offers a rounded investment management service that encompasses both US and Japanese stock markets, adaptable to meet evolving client demands.
As the financial services landscape continues to evolve, initiatives like 'SAMURAI 25' reflect a commitment to innovation and client-centric solutions, paving the way for enhanced asset accumulation strategies for a broader range of investors. Together with its partners, SmartPlus remains dedicated to empowering clients towards greater financial achievements.
Background of the Launch
SmartPlus, headquartered in Chiyoda, Tokyo, operates under the guidance of CEO Noriko Kobayashi. As a part of the Finatext group, they aim to promote embedded finance through next-generation financial infrastructure. The DWM platform, which JTG Securities is employing, allows them to cater to diverse client needs effectively.
Since its inception, SmartPlus has positioned itself as a fintech company supporting businesses in launching their own customer-oriented securities services via its Brokerages as a Service (BaaS) model. Back in February 2025, JTG Securities introduced a managed investment service focusing on US stocks named 'WEALTH GROWTH', co-developed with SmartPlus. With the launch of 'SAMURAI 25', JTG Securities expands its offerings, providing a new investment avenue for clients looking to tap into the Japanese stock market alongside existing US options.
Overview of WEALTH GROWTH
'WEALTH GROWTH' is designed particularly for high-net-worth individuals, combining comprehensive investment management solutions. It is built to consistently deliver returns that outperform the S&P 500 through its active management strategies. The introduction of the 'SAMURAI 25' course complements the existing US stock courses, focusing specifically on Japanese equities to meet the diverse investment needs of affluent clients.
What is SAMURAI 25?
'SAMURAI 25' represents a sophisticated and meticulously created investment course centered on Japanese individual stocks. The course is built on top of the investment engine used for the existing 'Wealth Wing' investment service and aims to actively achieve returns exceeding the TOPIX benchmark.
Core Concept
The guiding principle behind 'SAMURAI 25' is to select around 25 stocks from Japanese companies known for their high growth potential and profitability. This strategy aims to provide a harmonious balance between risk management and long-term returns. The fund manager classifies stocks listed on the Prime Market of the Tokyo Stock Exchange into four categories: High Growth, Financial Stability, Undervalued with High Dividends, and Strong Performance. By analyzing these categories, they select approximately 25 stocks that offer a balanced mix of diversification and active management potential.
Management Strategy
The management approach is dynamic; in rising market environments, it prioritizes High Growth and Strong Performance categories for aggressive return-seeking opportunities. Conversely, in declining markets, it shifts focus to Financial Stability, Undervalued assets with High Dividends, and Strong Performance to ensure a more defensive investment posture. This adaptability aligns with current market conditions, ensuring optimal performance.
Service Details
- - Service Name: WEALTH GROWTH
- - Investment Targets: Domestic stocks listed on the Tokyo Stock Exchange (excluding ETFs) and US stocks.
- - Management Fee: A competitive rate of 1.5% (tax-exclusive) ensures affordability.
- - Minimum Investment: The minimum investment required for 'SAMURAI 25' is set at 150,000 yen, while the US investment options start from $20,000 USD.
- - Fees: Transaction fees vary based on the investment amount, allowing flexibility for wider investor engagement.
Future Prospects
Looking ahead, SmartPlus continues to enhance DWM as a platform that facilitates brokers and financial institutions in quickly establishing their distinctive brand of digital financial services. With the addition of 'SAMURAI 25', JTG Securities now offers a rounded investment management service that encompasses both US and Japanese stock markets, adaptable to meet evolving client demands.
Conclusion
As the financial services landscape continues to evolve, initiatives like 'SAMURAI 25' reflect a commitment to innovation and client-centric solutions, paving the way for enhanced asset accumulation strategies for a broader range of investors. Together with its partners, SmartPlus remains dedicated to empowering clients towards greater financial achievements.
Topics Financial Services & Investing）
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