There are three different types of portfolio management accounts available to Yamanashi Kyoto Management clients: advisory management, discretionary management and, execution only.

To begin the account application process, please complete the 'New Application Request' towards the bottom of this page. Once submitted, you will be provided with a link to download our latest PDF client application form, which will also be emailed to you.

Should you have any questions or need further assistance with completing the form, please contact us via email or telephone and one of our advisors will assist you:

Switchboard: +81 (0) 6-4560-4440
Email: [email protected]

New Application Request

Advisory Management

アドバイザリー管理アカウント

If you are looking to keep control over your assets and the decision-making process, while still receiving expert advice and support from Yamanashi Kyoto Management, then we recommend our Advisory Management solution.

You retain complete control over all your investments decisions, but those decisions are informed by your wealth manager and all of our supporting investment professionals, including traders, analysts, and legal experts. You decide on your investments, but you can do so with the expert advice and recommendations that you know you can trust.

Discretionary Management

任意管理アカウント

If you feel that you do not have the time, or the requisite knowledge, to properly and efficiently manage your wealth, then you can delegate that responsibility to Yamanashi Kyoto Management.

As a part of this process, we gain an in-depth understanding of what your short and long-term objectives are, how much risk you are comfortable with and any other constraints you wish to place (such as not investing in tobacco companies for instance). Your Yamanashi Kyoto Management wealth manager will then devise an investment strategy, asset allocation mix and will select the appropriate securities to meet those requirements.

Naturally, as a part of this process, you will be regularly updated by your wealth manager on your portfolio’s composition and performance.

Execution Only

執行専用口座

If you wish to have a completely autonomous asset management solution then you can opt for our execution only service. You will be able to benefit from Yamanashi Kyoto Management’s execution platforms and trading expertise. You will still have access to Yamanashi Kyoto Management research and analysis, however, you will not receive recommendations based on your goals and risk appetite.