Investment Solutions

Solutions for a dynamic client base

Asset allocation & global diversification

Nankai Group provides a highly personalized service that focuses on building trust with each client through regular communication. We offer our services on either an advisory or discretionary basis. We begin by understanding each client's unique circumstances, goals, limitations and preferences in regards to capital preservation and wealth creation. The investment decisions we make are guided by benchmarking with our model portfolios, generally these model portfolios seek a balanced return with less than a third of the volatility of the equity markets.

Defining investment goals

We establish defined investment goals with each of our clients, upon which we design and construct a bespoke investment portfolio. Each portfolio is constructed using a combination of traditional and alternative asset classes, picking the best securities and managers from across the globe. We regularly review and analyse portfolio performance together with each client, additionally we constantly monitor and control portfolio risk via our own research, analytical tools and asset managers.

Flexible portfolio design

Our portfolios are designed to be flexible and provide our clients with a way of adding value by using a wide range of benchmark portfolios and by incorporating strategic multi-asset allocations. The allocation of assets is guided by Nankai Groups's market data provided by our research and analysis platform which is maintained by our in-house analysts. They will tend to use a top-down approach in combination with their extensive access to market data and intelligence they then have the freedom to seek value across all asset classes and jurisdictions.

After assessing the macro environment the team's choice of assets are then allocated to reflect the market landscape. A wide range of implementation tools are used to ensure our research findings are accurately reflected in our client's portfolios.

Subject to each client needs and constraints, the tools can include direct securities, actively-managed funds, index based strategies, equities, ETFs, fixed income, derivatives and cash. As a result of applying these sophisticated tools our portfolio managers have consistently achieved impressive risk-adjusted returns over 5 years.

Global Equities

Global Equities

Access to a range of emerging and developed market equities.

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Bonds & Fixed Income

Bonds & Fixed Income

Reduce exposure to stock marekt volatility with fixed income vehicles.

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Private Equity

Private Equity

Partnering with firms that deliver exceptional returns on investment.

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Get in touch with Nankai Group

Contact us to find out more about our services or to make an appointment with one of our advisors:
+81 3 4333 7200

Become a Nankai Group client

Take the first steps towards financial independence by becoming a Nankai Group client;

Begin the application process