What services does JEK Partners provide?
JEK Partners provides four core services: Wealth Management, Investment Management, Private Markets, and Retirement & Legacy Planning.
Together, these services help clients make informed financial decisions throughout different stages of life, from preserving and growing wealth to preparing for retirement, transferring assets to future generations, and accessing investment opportunities beyond traditional public markets.
Who are your typical clients?
We advise professionals, executives, entrepreneurs, expatriates, retirees, charities, and foundations.
While many of our clients have accumulated substantial wealth, they are united less by portfolio size than by a desire for thoughtful, long-term financial advice delivered through an enduring advisory relationship.
Do you manage portfolios on a discretionary basis?
No.
JEK Partners operates on an advisory basis. We provide investment recommendations based on your objectives and circumstances, while you retain final say over investment decisions.
We believe this collaborative approach allows clients to benefit from professional advice while remaining actively involved in the management of their wealth.
How are investment recommendations made?
Every recommendation begins with understanding the client rather than the investment.
We consider your financial objectives, investment experience, time horizon, liquidity requirements, tolerance for risk, and broader personal circumstances before developing an investment strategy.
Recommendations are made within the framework of a long-term investment plan designed to support your overall financial goals.
Can you help if I already have investments elsewhere?
Yes.
Many new clients come to us with existing investment portfolios, retirement accounts, or assets held with other financial institutions.
Our role is not necessarily to replace existing arrangements, but to review your overall financial position and determine whether your investments remain aligned with your long-term objectives.
Will you work with my accountant or lawyer?
Absolutely.
Many important financial decisions involve accountants, attorneys, tax advisors, trustees, and other professional advisers.
We believe clients benefit when these professionals work together, and we are happy to coordinate with your existing advisers whenever appropriate.
What are your fees?
As advisory-based fiduciaries, we are compensated through transparent commissions associated with investment transactions.
Our fees are designed to support long-term client relationships rather than short-term activity. Before any account is established, we will explain our fee structure clearly so that you understand exactly how our advisory relationship works.
Do I have access to my assets?
Yes.
You retain full ownership, control, and access to your investments at all times, subject only to the standard settlement periods that apply to transactions on public markets.
Should you choose to invest in certain private market opportunities, any applicable liquidity considerations will be fully explained before an investment is made.
Where are my assets held?
Client assets are held in segregated accounts established specifically for each client.
Your investments remain separate from those of other clients and are managed exclusively for your benefit in accordance with your investment objectives and our advisory relationship.
We are always happy to explain how client assets are held and administered before you become a client.
What is your minimum investment?
We do not have a fixed minimum investment requirement.
While many of our clients entrust us with substantial portfolios, we recognise that every long-term relationship begins somewhere. We are pleased to discuss your circumstances and determine whether our services are an appropriate fit for your financial objectives.
Do you only work with expatriates?
No.
While many of our clients have international careers or live outside their country of origin, we advise a diverse international clientele that includes professionals, entrepreneurs, retirees, charities, and foundations.
Our experience with cross-border wealth management is one aspect of our broader advisory practice.
Can you help with retirement planning?
Yes.
Retirement planning extends beyond building an investment portfolio. It involves creating a long-term strategy for generating sustainable income, managing risk, preserving purchasing power, and supporting the lifestyle you envision throughout retirement.
For many clients, retirement planning also includes legacy considerations and the future transfer of wealth to family members or charitable causes.
Do you offer access to private market investments?
Yes.
Subject to suitability and individual investment objectives, clients may have access to carefully selected private market opportunities, including private equity, venture capital, direct investments, and other long-term investment strategies.
These investments typically involve longer investment horizons and different liquidity characteristics than publicly traded securities. We explain both the potential opportunities and the associated risks before any investment decisions are made.
Why is JEK Partners based in Tokyo?
Tokyo is one of the world’s leading financial centres and provides access to a sophisticated international business environment, a highly skilled professional community, and a unique Asia-Pacific perspective.
Our location reflects our commitment to serving internationally minded clients from a stable jurisdiction with a strong rule of law, excellent global connectivity, and a long-term approach to business and investment.
How do I become a client?
Every client relationship begins with a conversation.
We take time to understand your financial objectives, current circumstances, and long-term priorities before discussing potential strategies. If we believe our services are an appropriate fit, we will explain our advisory process, answer your questions, and develop recommendations tailored to your individual situation.
We believe successful wealth management begins with understanding the person behind the portfolio.