Integrated Wealth Management for Global Investors
At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele.
Rooted in Tokyo, Japan Serving Clients Worldwide
Tokyo stands as one of the world’s most dynamic business and financial centers – a global city where heritage and innovation coexist, and where detail, discretion, and discipline are deeply woven into the cultural fabric. Gifford Roth is proud to call Tokyo home.
Global Perspective. Personal Commitment. Lasting Results.
Gifford Roth is a privately held investment and advisory firm built to serve individuals, families, business owners, and institutions with global interests. We specialize in guiding internationally mobile clients – including expatriates, cross-border families, and offshore investors – through the challenges and opportunities of modern wealth management.
Our Mission
To deliver thoughtful, personalized investment guidance that protects and grows wealth across generations, with clarity, independence, and global expertise.
Our Services
At Gifford Roth, we provide a comprehensive, highly personalized suite of wealth management services tailored to the needs of an international clientele.
For internationally mobile individuals, retirement planning involves more than saving – it requires a strategy that addresses lifestyle goals, longevity, healthcare, inflation, and jurisdictional complexity. We help clients design cross-border retirement strategies that are tax-efficient, sustainable, and flexible.
Effective estate planning ensures that your legacy is passed on with intention, clarity, and efficiency. We help clients navigate complex family dynamics, global regulations, and cross-border inheritance issues. From the creation of trusts and wills to intergenerational planning and charitable legacies, we work with you to secure your family’s future.
Our portfolio management services are grounded in modern portfolio theory, comprehensive asset allocation, and rigorous risk assessment. We work closely with each client to define objectives, evaluate risk tolerance, and develop customized portfolios that are diversified, efficient, and actively monitored.
Business owners face unique wealth planning challenges, from concentrated equity exposure and succession planning to liquidity events and risk mitigation. We offer integrated solutions that align personal wealth strategies with business objectives, helping you manage financial complexity while staying focused on growth.
Latest Articles
The son of former financial secretary Henry Tang Ying-yen has bought property in Kowloon, joining a growing number of affluent buyers snapping up homes in Hong Kong amid improving confidence in the residential market. Two connected units at Wheelock Properties’ Kadoorie Hill luxury project were sold for HK$36.4 million (US$4.7
Union Bancaire Privee disclosed the purchase of 272,830 shares of JPMorgan Chase & Co. (NYSE:JPM) worth an estimated $81 million in the third quarter, according to its SEC filing for the period ended September 30.
According to a filing with the Securities and Exchange Commission on Tuesday, Union
<link type=”text/css” rel=”stylesheet” href=”https://www.globenewswire.com/styles/gnw_nitf.css” />CHICAGO and MILWAUKEE and NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) — YieldMax<sup>®</sup> today announced distributions for the YieldMax<sup>®</sup> Target 12™ ETFs listed in the table below. The Fund seeks to generate income with a 12% target…
Questions? Contact Our Office in Tokyo, Japan
Whether you live in Tokyo, travel frequently, or reside abroad full-time, our team is here to support you. International wealth requires local knowledge and global perspective and we’re proud to offer both.