CEO
Professional investment research, corporate advisory, and capital markets services to drive sustainable value creation
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David has been in Japan for a total of 18 of the last 25 years and has worked in the equity market throughout at institutions such as JP Morgan Securities, Jefferies Japan, and lately Macquarie Capital Securities Japan Limited. In 2004 he became Head of Sales at JP Morgan Securities in Japan and Head of Equity in 2009. Later in 2014, David became the Branch Manager and Representative for Jefferies Japan, and from 2015 onwards he was employed as Country Head of Macquarie Capital Securities, (Japan) Limited. David majored in Japanese at the University of Sheffield in the UK and is proficient in Japanese.
Tom has worked as an accountant in the financial services industry in Tokyo for more than 20 years. Initially coming to Japan for a role at Lehman Brothers, he then worked at Deutsche Bank and most recently at MetLife Insurance. He has held various senior finance roles in controlling, financial planning & analysis, and project management. Tom is a qualified accountant (CPA Australia) and is proficient in Japanese
Paula has spent over 30 years in Japan working mainly in financial services. She served as an equity analyst at Nomura Securities, Lehman Brothers, and Goldman Sachs before transitioning to the buy-side with Fidelity Investments. In the latter half of her career, Paula held management positions, including country manager of Bridge Partnership's talent development and Lee Hecht Harrison's outplacement and organizational development. Paula's primary focus is to drive the expansion of our talent base and implement a range of structures to support our growing organization.
38, from Tokyo, Japan, specializing in retirement planning and asset allocation. Combines market trends with diversified strategies to design tailored financial blueprints for each client, focusing on human-centered financial planning.
Over 13 years in quantitative and fundamental research, previously at Daiwa Securities and Morgan Stanley. Specializes in building quantitative models for investment decisions, with focus on Asian SMEs. CFA holder with degree from University of Calgary.
Over 10 years in financial sector, specializing in retirement planning and wealth management. Fluent in Russian and Japanese, with a degree from University of Calgary. Develops tailored strategies and investment portfolios for individuals and businesses.
Through independent investment advice and high-quality corporate advisory, we help clients enhance capital value, improve market transparency, and achieve long-term growth in global markets.
Founding team gained capital markets and advisory experience at global investment banks.
The team began focusing on independent advisory services in the Japanese market.
Expanded to London and New York, building a global business network.
Committed to transparency and neutrality, providing independent and objective advice.
High-quality research and advisory capabilities to achieve strategic goals.
Continuously exploring cross-border capital and emerging market opportunities.
Leveraging networks in Tokyo, New York, and London to connect clients to global capital.