Orix Wealth

Open Account

Private Investing

Exclusive Investing Services for High Net-Worth Individuals

At Orix Wealth, our Private Investing division represents the pinnacle of personalized financial management for high-net-worth individuals.

We provide a comprehensive suite of sophisticated investment solutions tailored to the unique needs of clients with substantial wealth.

Our Approach

Our Private Investing practice is built on deep, enduring relationships. We deliberately maintain a low client-to-advisor ratio to ensure each relationship receives the focused attention it deserves.

Enduring Relationships

Built on trust and long-term partnership, we prioritize depth over volume.

Personalized Attention

A low client-to-advisor ratio ensures tailored guidance and dedicated service.

Exclusive Focus

Your goals take center stage with undivided attention and custom strategies.

Wealth Planning Integration

  1. Estate planning coordination with your legal advisors
  2. Tax planning integration with your accounting team
  3. Philanthropic strategy development
  4. Family governance and education programming
  5. Business succession planning and liquidity strategies

Global Capabilities

Our Private Investing division offers sophisticated global solutions:

  • Multi-currency accounts and investments
  • Cross-border investment strategies
  • Tax-efficient international structures

We welcome the opportunity to discuss how our Private Investing services can address your unique financial needs and objectives. Please contact us to arrange a confidential consultation with one of our senior Private Client Advisors.

Wealth Plan

Speak With Our Wealth Advisor Today

Contact us

Risk Warning: CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money. Past performance is not an indication of the future performance. It is the responsibility of the Client to ascertain whether he/she is permitted to use the services of the Orix Wealth Ltd. brand based on the legal requirements in his/her country of residence.

Orix Wealth Ltd. does not offer financial services to the following country residents: FATF black listed countries.

 

 

Jki-facebook-light Twitter Jki-instagram-1-light

Copyright © 2025 Orix Wealth, All Rights Reserved

Disclaimer

This portfolio report is for informational purposes only and should not be considered investment advice, an offer, or a solicitation to buy or sell any financial instruments. The information presented is based on publicly available data and sources believed to be reliable, but its accuracy, completeness, and timeliness are not guaranteed.

Past performance does not guarantee future results, and all investments involve risk, including potential loss of principal. The report may contain forward-looking statements that are subject to uncertainties and market fluctuations. Any projections or analyses provided are purely illustrative and should not be relied upon as a basis for investment decisions.

The strategies discussed may not be suitable for all investors. Readers should conduct their own due diligence and seek professional financial advice tailored to their specific investment objectives and risk tolerance. Neither the publisher nor its affiliates assume any liability for financial losses incurred from the use of this report.

This document is intended for private circulation and should not be reproduced, distributed, or shared without prior consent. Trading in financial instruments, including fintech stocks and cryptocurrencies, carries significant risk. Proceed with caution and informed judgment.