▼プロフィール
世古口俊介(せこぐちしゅんすけ)
株式会社ウェルス・パートナー代表取締役
資産数億円以上の富裕層を対象に資産運用コンサルティングを行う。金融資産と実物資産 を含めた資産配分全体の最適化や資産管理会社、相続対策など税務戦略の提案を複合的に行うのが特徴。
書籍出版や各種メディアへの寄稿、登録者14万人超のYouTube チャンネル「世古口俊介の資産運用アカデミー」等を通して日本の富裕層に資産運用の情報を発信。
〈著書〉
『富裕層が実践する資産運用のすべて』(総合法令出版)
『富裕層のための米ドル債券投資戦略』(総合法令出版)
『しっかり1億円貯める月1万円投資術』(あさ出版)
『貯金ができない私でも、1億円貯まる方法を教えてください』(あさ出版)
『元プライベートバンカーが教える相続のキホン』(MONEYzine Digital First)
〈経歴〉
2005年4月〜2008年3月:日興コーディアル証券(現・SMBC日興証券)
2008年4月〜2009年7月:三菱東京 UFJメリルリンチPB証券(現・三菱 UFJモルガンスタンレー証券)
2009年8月〜2016年5月:クレディ・スイス(現・UBSグループ)
2016年10月〜現在:株式会社ウェルス・パートナー代表取締役
▼株式会社ウェルス・パートナー
wealth-partner-re.com/
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