▼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
大手金融機関のプライベートバンク等で20年間一貫して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全体の最適配分や資産管理会社、相続対策など税務戦略の最適化を同時に行うのが特徴。
書籍出版や登録者11万人超のYouTubeチャンネル『世古口俊介の資産運用アカデミー』を通して日本の富裕層に資産運用の情報を発信。
▼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/
ビジネスに関するお問い合わせ
Mail:info@wp-re.com
Tel:03-5797-7182
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