Bloomo Securities Opens Asset Management Platform To IFA Operators
Moving a platform built for online use into face-to-face IFA channels widens access to ongoing whole-asset consultation, a gap the article ties to the roughly half of Japanese household financial assets still held in cash and deposits.
Reporting from 1 source: ASCII.jp.
Bloomo Securities will offer its in-house asset management platform to IFA operators, with Value Advisers as the first adopter from October 1, 2026. The platform puts overseas ETFs, individual U.S. stocks, and discretionary investment management in one account, using BlackRock-advised discretionary management as the core and custom U.S. stock and ETF portfolios as satellites.
Bloomo Securities handles account opening, management, and trade execution under the arrangement. Advisors at partner IFA operators handle client proposals and support.
Portfolios are designed per client from asset composition, income status, taxation, and inheritance, and can be rebuilt if the investment policy changes. Balances are viewable by account and by asset class in a single account.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.