Success Stories

Monterey Capital Management Pte. Ltd. ("Monterey Singapore") is a Singapore-based asset management company incorporated in 2008. As an expert in alternative investments, we offer clients unique investment strategies and services that optimize the balance of risk and return. These include long-short strategies for Japanese equities, renovated loan strategies in the United States, litigation finance in the United Kingdom, used car loans in Japan, as well as the advanced asset management for the private wealth (“EAM”) in partnership with one of the world's leading private banks.

There are two reasons that we decided to establish Monterey Capital Management Japan Co., Ltd. ("Monterey Japan") as a Japan-based entity. The first reason is to seek further growth opportunities and to address investor needs in the Japanese market. To date, we have provided information on privately placed investment trusts managed by Monterey Singapore to Japanese investors through Type I Financial Instruments Business Operators in Japan. However, in order to directly address our expanding investor base and their needs, we believe that establishing a base in Japan will strengthen our commitment and enable us to provide services more flexibly and promptly.

In addition, although we started gathering information for the establishment of a business base in Japan around 2017, we could not find useful information at that time. And in November 2021, we had an opportunity to meet members from the International Financial Center of the Financial Services Agency (FSA) when they were traveling to Singapore for promotional purposes, and learned about the Financial Market Entry Office. This is another reason. This triggered us to start considering the establishment of a business base in Japan.

First of all, I would like to express my gratitude for the support from FMEO (Financial Market Entry Office, set up jointly by FSA and Local Finance Bureaus) for registration of Monterey Japan.

We had already obtained a license for the Investment Management Business from the Monetary Authority of Singapore (MAS), and our day-to-day business is conducted in English. For this reason, we have decided that English language support is necessary in order to smoothly proceed with registration in Japan. There is a prior approval process with MAS before the business registration in Japan, and in that regard, we think it was good that we were able to register our business in English through FMEO. When establishing a subsidiary in Japan, we were able to explain all the necessary information, including the approval from the Singapore authorities in English which facilitated smooth collaboration with the financial authorities of both countries.

In addition, we received practical advice to grow our business and courteous supports on necessary procedures through the support of the Financial Services Start-up Support Program.

We think these services will be of great help to overseas asset management companies when they expand into Japan.

Monterey Japan's vision for the future is, by taking this opportunity of re-entering the Japanese market and by leveraging our experience in both Singapore and Japan, we will provide with even more diverse and innovative investment opportunities to Japanese investors. In fact, we started as an Investment Advisory and Agency Business operator in Japan in 2006. Since then, through the establishment of our Singapore office, we have continued to grow while taking advantage of our tax and operational advantages.

We aim to strengthen our investment strategy with a global perspective. We will pursue optimal returns for investors by applying the experience and knowledge acquired at our base in Singapore to the Japanese market. In Japan, we will also actively engage in alternative investment fields where sustainable growth is expected, with the aim of providing diversification effects and stable returns through alternative investments. We believe that providing alternative investments to achieve true diversification plays a significant role not only for institutional investors but also for individual investors in Japan, which aspires to Japan to become a Leading Asset Management Center.

Furthermore, we believe that it is an important vision to further deepen the trust relationship in our restart in the Japanese market and to provide a sense of security to investors through a highly transparent asset management system. We will continue to make efforts to contribute to bring Japan to a higher status in the asset management field through the growth of Monterrey Capital Management Japan Co., Ltd.