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WealthPark 会社紹介資料 2021

WealthPark 会社紹介資料 2021

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Kaya Matsumoto

April 14, 2021
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  1. ձ ࣾ ঺ հ ࢿ ྉ Company Profile

  2. 2 Index ໨࣍ ձࣾ֓ཁ 7JTJPO.JTTJPO ࣄۀ ૊৫ ಇ͘؀ڥ ืूதͷ৬छ 1

    2 3 4 5 6
  3. © 2021 WealthPark Co., Ltd. 3 ձ ࣾ ֓ ཁ

    Company information
  4. Company Profile جຊ৘ใ 4 © 2021 WealthPark Co., Ltd. ձ໊ࣾ

    8FBMUI1BSLגࣜձࣾ ࣄۀ։࢝ ೥ ॴࡏ஍ ౦ژ౎ौ୩۠ܙൺणࡾ෋Ϗϧ৽ؗ֊ ࣾһ਺ ໊ ೥݄೔࣌఺ ୅දऀ ୅දऔక໾ࣾ௕ɹ઒ాོଠ ࢧࣾ ߳ߓχϡʔϤʔΫ্ւ୆๺ ؔ࿈ձࣾ WealthPark (HONG KONG) LIMITED 纬佩管理咨询(上海)有限公司 WealthPark, Inc. (US)
  5. 5 Ԋֵ History © 2021 WealthPark Co., Ltd. 7݄ ΞδΞਓ౤ࢿՈ޲͚

    ࢿ࢈؅ཧαʔϏε։࢝ 1݄ ݸਓ౤ࢿՈ޲͚ΞϓϦ ਖ਼ࣜϩʔϯν 9݄ ֎෦؅ཧձࣾ޲͚ 4BB4αʔϏεఏڙ։࢝ 6݄ 4BB4αʔϏε ຊ֨ӡ༻։࢝ 3݄ γϦʔζ"ࢿۚௐୡ ԯԁ 1݄ εΠεͷ1SJDF)VCCMFࣾ ͱࣄۀఏܞ 11݄ *4.4ೝূऔಘ 9݄ ӳࠃ'PVS1FSDFOU-UEͱ ӳࠃ෺݅ͷࢿ࢈؅ཧʹ͖ͭ ࣄۀఏܞ 7݄ ΞδΞ౤ࢿՈ޲͚ 6,෺݅؅ཧαʔϏε ։࢝ 11݄ ถࠃࢠձࣾઃཱ 11݄ /:ʹͯΠϕϯτ l8FBMUI1BSL/:$z Λ࣮ࢪ 11݄ /:ʹͯΠϕϯτ z8FBMUI1BSL/:$z Λ։࠵ 8݄ γϦʔζ#ࢿۚௐୡ ԯԁ 2014 2016 2017 2018 2019 2020 2݄ 81ϓϥοτϑΥʔϜͷ ؅ཧࢿ࢈ֹ͕໿ஹԁʹ 3݄ γϦʔζ$ࢿۚௐୡ ʢԯԁʣ 2021 8FBMUI1BSLϓϥοτϑΥʔϜͷ؅ཧࢿ࢈ֹਪҠ
  6. ܦӦਞͷ঺հ Team © 2021 WealthPark Co., Ltd. 6 ઒ాོଠ ୅දऔక໾

    $&0 ૑ۀऀ 8FBMUI1BSL ࣄۀΛ૑ۀɻࣄۀઓུߟҊɻ Έͣ΄ূ݊ɾϑΝογϣϯ΢ΥʔΧʔʹͯɺ  ౤ࢿۜߦͰͷۈ຿ɺ*5 ϕϯνϟʔاۀͰ ͷ๛෋ͳϚωδϝϯτܦݧΛ࣋ͪɺࠃ಺֎ ͷςΫ ϊϩδʔاۀɺٴͼɺ෋༟૚ʹ๛෋ ͳωοτϫʔΫΛ࣋ͭɻ ౦ژ޻ۀେֶܦӦ޻ֶՊଔۀ ؒ੉༟հ औక໾෭ࣾ௕ $00 $10 શࣾઓུɾύʔτφʔγοϓɾϓϩμΫτ؅ঠ Έͣ΄ূ݊ʹͯετϥΫνϟʔυϑΝΠφϯ εɾ." ۀ຿ʹैࣄͨ͠ޙɺΧʔϥΠϧ άϧʔϓٴͼγΞτϧڌ఺ͷ 5BJZP1BDJpD 1BSUOFST ʹͯϓϥΠϕʔτΤΫΠςΟɾϔο δϑΝϯυۀ຿ʹैࣄɻಛʹɺ ܦӦࡒ຿ ઓ ུ ͷ ࡦ ఆɺٴ ͼ ࣮ ߦɾࢿ ۚ ௐ ୡɾ ." ౳ʹؔ͢Δ๛෋ͳܦݧΛ༗͢Δɻ -POEPO#VTJOFTT4DIPPM.#" ౦ژ޻ۀେֶେֶӃܦӦ޻ֶՊଔۀ ౦ژ޻ۀେֶ৘ใՊֶଔۀ ന࡚७ฏ औక໾ $'0 ถࠃࣄۀ੹೚ऀ ࡒ຿ɾܦཧɾ๏຿ɾܦӦ؅ཧ؅ঠ ϞϧΨϯελϯϨʔͷෆಈ࢈ϑΝϯυͰ͋ Δ.43&' ʹͯɺ ϋʔυΞηοτɺ ΦϖϨʔ γϣϯΞηοτɺϓϥΠϕʔτΤΫΠςΟɺ ٴͼෆྑ࠴ݖ౳΁ͷ౤ࢿۀ຿ʹैࣄ͠ɺ ࣄۀʹࢀըɻࠃ಺֎ʹ෯޿͍ωοτϫʔΫ Λ࣋ͪɺ౤ࢿӡ༻ʹؔ͠๛෋ͳܦݧΛ༗ ͢Δɻ ܚԠٛक़େֶ૯߹੓ࡦֶ෦ଔۀ ख௩݈հ औక໾ $#0 4BB4ࣄۀɾਓࣄاըɾ13؅ঠ ָఱגࣜձࣾɺ ෋࢜ϑΠϧϜגࣜձࣾʹͯɺ  ࠃ಺֎ʹ͓͚Δࣄۀاըɾࣄۀ։ൃۀ຿ ౳ʹैࣄɻࣄۀઓུɾϚʔέςΟϯάઓུ ͷཱҊٴͼɺ࣮ߦ౳ʹؔ͢Δ๛෋ͳܦݧ Λ༗͢Δɻ -POEPO#VTJOFTT4DIPPM.#"ଔۀ ౦ژେֶ๏ֶ෦ଔۀ
  7. © 2021 WealthPark Co., Ltd. 7 Ϗδϣϯϛογϣϯ Vision / Mission

  8. Ϗδϣϯ Vision ʔ  બ ୒ ͷ ࣗ ༝ ͕

    ౰ ͨ Γ લ ͷ ੈ ք Λ ૑ Δ  ʔ © 2021 WealthPark Co., Ltd. Be Alternative 8
  9. ෆಈ࢈ɺΞʔτɺϫΠϯɺະ্৔גࣜɺΠϯϑϥɻ ͜͏͍ͬͨࢿ࢈͸ɺ্৔גࣜ΍࠴݊ͱ͍ͬͨ఻౷తࢿ࢈ͱ͸ҟͳ Δ৽͍͠౤ࢿର৅ͱͯ͠ʮΦϧλφςΟϒࢿ࢈ʯͱݺ͹Ε·͢ɻ ఻౷తࢿ࢈ͱൺ΂ڞ௨ͷσʔλج൫͕ͳ͔ͬͨΓɺ෺ཧతʢΞφ ϩάʣͳظத؅ཧ͕ٻΊΒΕΔ͜ͱͳͲ͔ΒɺΦϧλφςΟϒࢿ ࢈΁ͷ౤ࢿ͸௕Β͘ʮҰ෦ͷݶΒΕͨਓ͔͠ΞΫηε͕Ͱ͖ͳ͍ʯ ͱ͍͏ࢢ৔՝୊Λ͔͔͍͑ͯ·ͨ͠ɻ ͔͠͠ɺάϩʔόϧͳΦϧλφςΟϒࢿ࢈ͷϓϥοτϑΥʔϜΛ ͭ͘Δ͜ͱ͕Ͱ͖Ε͹ɺ͢΂ͯͷਓ͕ฏ౳ʹ౤ࢿػձΛಘΒΕΔ ࣾձ͕࣮ݱ͠·͢ɻ

    8FBMUI1BSL ͸ςΫϊϩδʔʹΑΔʮΦϧλφςΟϒ౤ࢿͷຽओ ԽʯʹνϟϨϯδ͠·͢ɻ ϛογϣϯ Mission ΦϧλφςΟϒࢿ࢈΁ͷ౤ࢿػձΛ ͢΂ͯͷਓ΁ಧ͚Δ © 2021 WealthPark Co., Ltd. 9
  10. ΦϧλφςΟϒࢿ࢈ͱ͸ɺ্৔גࣜ ΍࠴݊ͱ͍ͬͨ఻౷తࢿ࢈ͱݺ͹Ε Δ΋ͷҎ֎ͷ৽͍͠౤ࢿର৅΍౤ࢿ ख๏ͷ͜ͱΛ͍͍·͢ɻ ۩ମతʹ͸ෆಈ࢈ɺΞʔτɺ΢Πε Ωʔ΍ϫΠϯɺະ্৔גࣜͳͲͷࣄ Λࢦ͠·͢ɻ ΦϧλφςΟϒࢿ࢈ͱ͸ʁ © 2021

    WealthPark Co., Ltd. 10 Vision / Mission
  11. ࣄۀઃཱͷഎܠʹ͋Δࢢ৔՝୊ © 2021 WealthPark Co., Ltd. 11 ఻౷తࢿ࢈ ΁ͷ౤ࢿ ΦϧλφςΟϒ

    ࢿ࢈΁ͷ౤ࢿ ΦϧλφςΟϒࢿ࢈͸ɺ఻౷తࢿ࢈ͱൺֱͯ͠ڞ௨ͷσʔλج൫͕ͳ͔ͬͨΓɺ෺ཧతͳظத؅ཧ͕ٻΊΒΕΔͨΊɺΞφϩάͳཁૉ͕ଟ͘ɺҰ෦ͷݶΒ Εͨਓʹ͔͠ΞΫηε͕Ͱ͖ͳ͍ͱ͍͏ݹ͔͘Βͷࢢ৔՝୊͕͋Γ·͢ Vision / Mission ূ݊औҾॴ جװγεςϜ اۀ" اۀ# اۀ$ ະ্৔ג ෆಈ࢈ Ξʔτ ɾϚχϡΞϧͳΦϖϨʔγϣϯͷͨΊɺ ౤ࢿՈ ΁ͷαʔϏε΋ϚχϡΞϧ͔ͭݸผੑͷڧ͍ ΋ͷʹ ɾඇޮ཰ͳΦϖϨʔγϣϯͷͨΊɺ Ϛε঎඼ʹ ͳΓͮΒ͍ ɾ౤ࢿՈʹ͓͚Δࢿ࢈؅ཧ΋ϚχϡΞϧʹɻ · ͨ৘ใͷू໿Խ͸ۃΊͯࠔ೉ ɾྲྀಈࢿ࢈ͱൺֱͯ͠ɺ ౤ࢿࢿ࢈ͷΦϓγϣϯ ΋ۃΊͯݶఆత ɾ౤ࢿՈ͕৘ใू໿͠ηΧϯμϦʔऔҾΛ࣮ ࢪ͢ΔͨΊʹ͸ɺΦϖϨʔλʔԣஅܕͷϓ ϥοτϑΥʔϜ  ڞ௨γεςϜ  σʔλϕʔ εߏங͕ඞਢ ɾத௕ظࢹ໺ͰͷνʔϜମ੍  ࣄۀਪਐ͕ٻ ΊΒΕΔͨΊɺ ೉қ౓͸ߴ͍    ϚχϡΞϧͳ ΦϖϨʔγϣϯ ڞ௨σʔλج൫ ͕ͳ͍ σδλϧͳ ΠϯλʔϑΣʔε͕ͳ͍   
  12. ιϦϡʔγϣϯ Vision / Mission 21 12 ςΫϊϩδʔΛ௨ͯ͡ΦϧλφςΟ ϒࢿ࢈ͷϓϥοτϑΥʔϜΛͭ͘Δ ͜ͱͰɺ͢΂ͯͷਓ͕ฏ౳ʹ౤ࢿػ ձΛ΋ͯΔࣾձΛ࣮ݱ͠ɺΦϧλφ

    ςΟϒ౤ࢿͷຽओԽʹνϟϨϯδ͠ ·͢ © 2021 WealthPark Co., Ltd.
  13. ࣄ ۀ ֓ ཁ Business © 2021 WealthPark Co., Ltd.

    13
  14. ݸਓ౤ࢿՈɾෆಈ࢈؅ཧձࣾ૒ํΛ&NQPXFS͢ΔςΫϊϩδʔϓϥοτϑΥʔϜ ෆಈ࢈Φʔφʔͱ؅ཧձ͕ࣾ z ͭͳ͕Δ z ͜ͱͰɺ ྆ऀؒͷίϛϡχέʔγϣϯΛσδλϧԽ © 2021 WealthPark

    Co., Ltd. αʔϏε঺հ ෆಈ࢈ࢿ࢈؅ཧձࣾ ݸਓ౤ࢿՈ 14 Business ऩࢧใࠂ νϟοτ ϫʔΫϑϩʔ ௞ྉ"*ࠪఆ
  15. ݸਓ౤ࢿՈ޲͚౤ࢿෆಈ࢈؅ཧΞϓϦ © 2021 WealthPark Co., Ltd. αʔϏε঺հ 15 Business ϙʔτϑΥϦΦ

    ऩࢧද νϟοτ ϫʔΫϑϩʔ "*ࠪఆ
  16. © 2021 WealthPark Co., Ltd. 16 ෆಈ࢈؅ཧձࣾ޲͚ɹۀ຿ࢧԉγεςϜ αʔϏε঺հ Business μογϡϘʔυ

    ऩࢧද νϟοτ ϫʔΫϑϩʔ
  17. © 2021 WealthPark Co., Ltd. ސ٬ຊҐͷαʔϏε ͓٬༷ͷzࢿ࢈ΞυόΠβʔzʹ Φʔφʔʹ৽͍͠ࢿ࢈؅ཧମݧΛ μΠϨΫτϦʔνΛ௨ͨ͡৽͍͠ऩӹػձ ΦϖϨʔγϣϯͷ

    σδλϧԽ ऩࢧใࠂɺίϛϡχέʔγϣϯ౳ɺ ଟ༷ͳΦʔφʔαʔϏεΛσδλϧԽ ෆಈ࢈؅ཧ͔Βࢿ࢈؅ཧ΁ 17 Business ࢴɾख࡞ۀɾ'"9ͱɺΦ ϖϨʔγϣϯͷେ൒͕Ϛ χϡΞϧ ෺݅؅ཧʹऴ࢝ɾࣗࣾར ӹ༏ઌ౳ɺΦʔφʔຊҐ ͷαʔϏε͕ఏڙग़དྷͯ ͍ͳ͍ Φʔφʔχʔζɾࣗࣾͷ ؅ཧࢿ࢈ঢ়گ͕෼͔Βͳ ͍ σʔλυϦϒϯͷ ෆಈ࢈ࣄۀܦӦ σʔλʹج͍ͮͨސ٬χʔζɾ ࣗࣾͷ؅ཧࢿ࢈ঢ়گͷ೺Ѳɾద੾ͳΞΫγϣϯ ϙʔτϑΥϦΦɺऩࢧ؅ཧɺॻྨ؅ཧ͔Β؅ཧձࣾͱͷνϟοτΛ௨ͨ͡ίϛϡχέʔγϣϯ·Ͱࢿ࢈ʗෆಈ࢈؅ཧʹ܎Δ͢΂ͯͷΞΫγϣϯΛҰݩ؅ཧ
  18. ओͳػೳ © 2021 WealthPark Co., Ltd. 18 Business γϯϓϧͰݟ΍͍͢ऩࢧใࠂॻΛ ΞϓϦ΍8FCͰڞ༗

    νϟοτΛ࢖ͬͯࣾ಺Ͱͷ ৘ใڞ༗ΛΑΓεϜʔζʹ Φʔφʔ༷΁ͷใࠂɾঝ୚Λ γϯϓϧʹ͔࣮ͭ֬ʹ ෺݅ɾςφϯτ৘ใ΍ϩʔϯ৘ใ΋ Φʔφʔ༷ͷΞϓϦͰڞ༗ ଟݴޠػೳΛ׆༻ͯ͠ւ֎෺݅΍ ւ֎ɾΦʔφʔʹ΋ରԠՄೳ "*Λ࢖ͬͨෆಈ࢈Ձ஋ɾ௞ྉࠪఆͰɺ ෆಈ࢈ۀ຿ΛεϚʔτʹ ϫʔΫϑϩʔ ػೳ νϟοτ ίϛϡχέʔγϣϯ ऩࢧ໌ࡉใࠂॻͷ ిࢠԽ ʢΦϓγϣϯʣ "*εϚʔτࠪఆ ଟݴޠ ରԠ ΦʔφʔΞϓϦͰͷ ৘ใڞ༗
  19. ಋೖاۀҰཡ © 2021 WealthPark Co., Ltd. 19 Business Լهൈਮɾॱෆಉ

  20. ෆಈ࢈؅ཧձ༷ࣾ޲͚ʹఏڙ͍ͯ͠ Δ 4BB4 ࣄ ۀ ͷ ͓ ٬ ༷ ʹɺΠ

    ϯ λ ϏϡʔΛ࣮ࢪ͠·ͨ͠ ಋೖࣄྫ © 2021 WealthPark Co., Ltd. Business © 2021 WealthPark Co., Ltd. 20 IUUQTZPVUVCF.3.LO.
  21. ෆಈ࢈ςοΫྖҬʹ͓͚Δ࠷ઌ୺ͷऔ Γ૊Έͱɺ೔ถͷاۀͷަྲྀΛਤΓɺ ৽͍͠Ϗδωε૑଄Λଅ͢͜ͱΛ໨త ʹɺάϩʔόϧෆಈ࢈ςοΫΠϕϯτ ʮ8FBMUI1BSL/:$ʯΛ  ೥ɺ  ೥ʹ։࠵͍ͯ͠·͢ ©

    2021 WealthPark Co., Ltd. 21 ෆಈ࢈ςοΫΧϯϑΝϨϯε Business IUUQTZPVUVCF(5%[M"P9X
  22. ೖۚޱ࠲΍༥ࢿۜߦͱͷ࿈ܞ΍ɺ ిࢠܖ໿౳ʹΑΔखଓ͖؆қԽ Ϗοάσʔλͱ"*ʹΑΔ దਖ਼௞ྉɾෆಈ࢈Ձ஋ͷՄࢹԽ ଟֹͷࢿ͕ۚͳͯ͘΋ ΦϧλφςΟϒ౤ࢿΛՄೳʹ͢Δ ΦϧλφςΟϒࢿ࢈ͷখޱԽ © 2021 WealthPark

    Co., Ltd. 22 ࠓޙͷߏ૝ ಇ͘؀ڥ ΦϧλφςΟϒࢿ࢈ͷ؅ཧɾ౤ࢿ͕ՄೳͳϓϥοτϑΥʔϜͷߏஙʹ޲͚ͯ ࢿ࢈ӡ༻ͷखଓ͖ ɾϓϩηεͷۃখԽ ࢿ࢈Ձ஋ͷ ʮݟ͑ΔԽʯ
  23. ࠓޙͷߏ૝ © 2021 WealthPark Co., Ltd. 23 ಇ͘؀ڥ ࠃ ಺ɾւ

    ֎ ෆ ಈ ࢈ ʹ Ճ ͑ɺΞ ʔ τɺ ΢ΠεΩʔ΍ϫΠϯɺະ্৔גࣜͳ Ͳͷ༷ʑͳΦϧλφςΟϒࢿ࢈ʹؔ ͯ͠΋ݸਓ౤ࢿՈ͕Ұݩ؅ཧɺࢿ࢈ ܗ੒Ͱ͖Δੈքͷ࣮ݱΛ໨ࢦ͠·͢
  24. ૊ ৫ Team © 2021 WealthPark Co., Ltd. 24

  25. 25 ૊৫ߏ੒ Team © 2021 WealthPark Co., Ltd. Ϗδωε 62%

    ϓϩμΫτ 9% ΤϯδχΞ 20% ؅ཧ 6% ਓࣄ 3% ୅ 19% ୅ 64% ୅ 17% ৬छผ Ϗδωε৬Λத৺ʹɺΤϯδχΞ1E.͸શମͷ ೥ྸผ ୅Λத৺ ฏۉ೥ྸࡀ ͱͨ͠ େਓϕϯνϟʔͳ૊৫
  26. 26 ૊৫ߏ੒ Team © 2021 WealthPark Co., Ltd. உੑ 53%

    ঁੑ 47% உঁൺ཰ உঁൺ཰͸΄΅൒ʑͷ૊৫ߏ੒ ·ͨɺϫʔϚϚύύൺ཰͸શମͷ໿  உੑࣾһͷҭࣇٳՋऔಘ࣮੷΋͋Γ
  27. ૊৫ߏ੒ Team © 2021 WealthPark Co., Ltd. ೔ຊ 56% ւ֎

    44% ࠃ੶ൺ཰ Ԇ΂͔ࠃͷࠃ੶͔Βߏ੒͞ΕΔ֎ࠃ੶཰ͷάϩʔό ϧͳࣾ಺؀ڥதͰ΋ɺΤϯδχΞ1E.ͷ֎ࠃ੶཰͸ ͱߴ͘ɺίϛϡχέʔγϣϯ΋ӳޠ͕ϝΠϯ 27
  28. 28 ओͳग़਎اۀ Team © 2021 WealthPark Co., Ltd. *5اۀʢେखɾϕϯνϟʔʣ ֎ࢿίϯαϧ

    ۚ༥ෆಈ࢈ ιϑτόϯΫϩϘςΟΫε ι ϥ ί Ϝ ϫʔΫεΞϓϦέʔγϣϯζ ΧΧΫίϜ ΤεɾΤϜɾΤε ͡ ͛ Μ ͓ۚͷσβΠϯ Τϯδϟύϯ %F/" ΞΫηϯνϡΞ 1X$ ΞϏʔϜίϯαϧςΟϯά ࡾඛ஍ॴɾαΠϞϯ ϦΦϗʔϧσΟϯάε ΧʔϥΠϧ ϞϧΨϯελϯϨʔ ϦΫϧʔτ ָ ఱ
  29. #FIBWJPS*EFOUJUZ Team © 2021 WealthPark Co., Ltd. 8FBMUI1BSL ͸ɺࠃ੶ͷଟ͕͞෺ޠͬ ͍ͯΔΑ͏ʹɺଟ༷ͳՁ஋؍ͰᷓΕ

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  30. © 2021 WealthPark Co., Ltd. 30 ಇ͘؀ڥ Working Environment

  31. © 2021 WealthPark Co., Ltd. 31 ಇ͖ํ Working Environment ׬શिٳ೔੍ɺॕ೔ɺ೥຤೥࢝

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  32. ଴۰ɾ੍౓ © 2021 WealthPark Co., Ltd. Working Environment څ༩ࠪఆ೥ճ ΢ΣϧΧϜϥϯνɺυϦϯΫɺ$&0ϥϯν

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