Mr.Ito, senior wealth adviser. He graduated from Waseda University majoring in finance and has over 20 years of experience in wealth management. He once served as a senior wealth management manager in UBS Tokyo Branch, providing personalized wealth planning services for many high net worth clients to help them realize steady appreciation of assets and inheritance of family wealth.
During his time at UBS, Ito served more than $50 billion in client assets and specializes in making customized wealth plans based on his clients' risk preferences, financial goals and family conditions. In 2015, he joined SWP and introduced his rich practical experience and advanced wealth management concepts into the company. The "SWP Family Wealth Inheritance System" designed by him, combined with various tools such as trust, insurance and tax planning, provides comprehensive and professional wealth inheritance solutions for many family businesses, helping family businesses to achieve sustainable growth and intergenerational inheritance of wealth.