NGW becomes a wholly-owned subsidiary of Sumitomo Mitsui Financial Group,Inc.
Sep. 2022
NGW starts to provide asset allocation advice for "HITOKUFUU Target Date Fund2030/2035/2040/2045/2050/2055/2060/2065" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Sep. 2022
NGW starts to provide asset allocation advice for the mother fund of "Data Strategy Diversified Fund" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Dec. 2021
NGW starts to provide asset allocation advice for "BNY Mellon US Equity Dynamic Strategy Fund Expected Distribution Type " managed by BNY Mellon Investment Management Japan Limited
Mar. 2020
NGW starts to provide asset allocation advice for "Citigroup Bond/ Developed Market Multi Asset AI Investment Strategy Fund 2020-03" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Aug. 2018
NGW starts to provide asset allocation advice for "100-year-life Global Diversified Fund " managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
May 2018
NGW starts to provide asset allocation advice for "BNY Mellon US Equity Dynamic Strategy Fund " managed by BNY Mellon Investment Management Japan Limited
Dec. 2017
NGW starts to provide manager selection and allocation advice for "Nikko FW Japanese Bond Fund" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Jul. 2017
NGW starts to provide asset allocation advice for "BNY Mellon Japan Mid & Small Cap Dynamic Strategy Fund" managed by BNY Mellon Investment Management Japan Limited
Mar. 2017
NGW starts to provide asset allocation advice for "Blend Six" managed by Sky Ocean Asset Management Co., Ltd.
Dec. 2016
NGW starts to provide asset allocation advice for "BDC Plus" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Oct. 2016
NGW starts to provide asset allocation advice for "BNY Mellon Japan Equity Dynamic Strategy Fund" managed by BNY Mellon Investment Management Japan Limited
Apr. 2015
NGW starts to provide asset allocation advice for "Asset Allocation Fund (stable type) / (stable growth type) / (growth type)" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Apr. 2015
NGW becomes a wholly-owned subsidiary of Sumitomo Mitsui Asset Management Company, Limited currently known as Sumitomo Mitsui DS Asset Management Company, Limited
Dec. 2013
NGW starts to provide asset allocation advice for "BNY Mellon Japan Equity Fund Market Risk Management Type" managed by BNY Mellon Investment Management Japan Limited
Jul. 2013
NGW starts to provide asset allocation advice for "Smart Five Fund (Monthly Settlement type) / (Yearly Settlement type)" managed by Nikko Asset Management Co., Ltd.
Mar. 2013
NGW starts to provide country allocation and manager selection advice for "Nikko New Economic Growth Countries Equity Fund" managed by Sumitomo Mitsui DS Asset Management Co., Ltd.
Mar. 2013
NGW starts to provide asset allocation advice for "Fine Blend Fund (Monthly Settlement type) / (Asset Growth type)" managed by Nikko Asset Management Co., Ltd.
Jul. 2009
NGW starts to provide asset allocation advice for "Nikko Tri-Sector High Income Bond Fund Monthly Distribution Type" managed by BNY Mellon Investment Management Japan Limited
Apr. 2008
NGW transfers discretionary management business operations concerning "Nikko SMA Premier-Port" and "Nikko Fund Wrap discretionary" to Nikko Cordial Securities.
Sep. 2007
Register as Investment Manager and Investment Advisor under Financial Products Trading Law.
Dec. 2006
Nikko Cordial Advisors Ltd. (hereinafter called "NKCA") and Global Wrap Consulting Group Co., Ltd. (hereinafter called "GWCG") are merged. And change firm name as "Nikko Global Wrap Ltd."
Nikko Cordial Advisors Ltd.
Nov. 2006
"Nikko Fund Wrap discretionary", former name is Global Port (discretionary) is launched.
Apr. 2004
"Premier-Port", the first SMA program in Japan with discretionary agreement is launched.
Apr. 2004
Affiliate to The Money Management Institute as the first international member.
Nov. 2003
Approved as Discretionary Investment Manager.
Apr. 2003
Register as Investment Advisor.
Apr. 2003
Change the company name, Nikko Cordial Advisors Ltd.
Dec. 2002
Nikko Cordial Toushikomon Setsuritsu Junbi Kabushiki Kaisha is established.
Global Wrap Consulting Group Co., Ltd.
Oct. 2006
"Nikko Three Top fund (bi-monthly dividend payment type)" using advice from GWCG is established. Investment Trust Company : Nikko Asset Management.
Apr. 2006
"GW select fund (nickname: Best nine)" is launched.
Investment Manager : BNY Mellon Investment Management Japan Limited.
Oct. 2005
"Nikko Global Tri-Asset Fund" is launched.
Investment Manager : BNY Mellon Investment Management Japan Limited.
Feb. 2003
Balance fund "GW 7 Eggs" using advice from GWCG is launched. Investment Trust Company : Nikko Asset Management Co., Ltd. Investment Advisor : GWCG.
Sep. 2002
Private placement mutual fund "GW Balance" is launched. Investment Trust Company : Nikko Asset Management Co., Ltd. Investment Advisor : GWCG.
July 2002
GWCG become a wholly-owned subsidiary of Nikko Cordial Corporation after the termination of the joint venture agreement.
Oct. 2001
"DC Global Wrap Balance Fund" is established for defined contribution plan. Investment Trust Company : Nikko Asset Management Co., Ltd. Investment Advisor : GWCG.
Oct. 2001
The advisory service, for separate account of variable annuity insurance, is started.
May 1998
Mutual fund wrap program "GLOBAL WRAP" is launched.
Feb. 1998
GWCG is established as a joint venture company of The Nikko Securities Co., Ltd. and Salomon Smith Barney Inc.
