Okasan Securities Group, founded in 1923, is a holding company in Nihonbashi whose group includes six securities companies in Japan and one overseas. The flagship, Okasan Securities, handles domestic and foreign stocks, bonds, investment trusts, ETFs, REITs and insurance, through branches, a contact center and its Omninet online service, along with NISA and iDeCo accounts.
Okasan UBS Fund Wrap manages client assets under discretionary investment contracts, with investment advice from UBS Asset Management, and offers scheduled additions and withdrawals. Other group companies provide systems, administration and property management, mainly for the group.
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