TOKAI TOKYO SECURITIES Announces the Introduction of a Portfolio Advisory Support System Powered by Quantifeed’s ‘QEngine’

TOKAI TOKYO SECURITIES launches portfolio advisory system powered by Quantifeed’s QEngine, enhancing client‑centric investment services.
Generational Wealth Transfer 2026: The $83 Trillion Shift

Discover how the $83 trillion generational wealth transfer is reshaping advisory relationships, succession planning, and global wealth management in 2026.
ESG Finance: From Compliance to Credibility

ESG finance in 2026 is moving beyond compliance. Learn how asset managers and global advisors embed ESG into portfolios and build trust.
Building Strength Through Diversification

Explore how diversification builds portfolio resilience and strengthens wealth management strategies in volatile markets.
Digital Advisory Adoption in Japan: Navigating Tradition and Innovation

Explore how digital advisory is evolving in Japan’s wealth management sector. Learn how advisors blend tradition with innovation to meet client expectations
Decumulation at Scale: Rethinking Retirement Solutions

Wealth management is shifting from growth to decumulation. The industry must deliver sustainable retirement income while tackling longevity risk and regulatory demands.
Balancing Tailored Advice with Data Protection

Discover how wealth advisors balance personalised portfolios with safeguarding sensitive client data in today’s competitive landscape.
Quantifeed Partners With EPAM

We are excited to announce our partnership with EPAM Systems to develop and deliver transformational digital wealth solutions for financial institutions.
Gary Wheeler – Chief Commercial Officer

Gary brings over 25 years of experience across financial services and investments, with senior leadership roles at FE fundinfo, EV and Lipper.
Emerging AI Trends in Wealth Management

As wealth management continues to evolve, the ability to harness LLMs and other advanced tools will define how institutions scale, differentiate and succeed in competitive markets.