facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Get to Know

Adrian Rowles

Financial Advisor and Real Estate Agent


Adrian Rowles Tokyo, Japan Adrian Rowles Financial Advisor


When it comes to accumulating wealth, there’s no doubt that the opportunities are endless in today’s day and age. Throughout my experience, I’ve discovered that in order to succeed financially (and personally) it’s important to think outside of the box and be creative in the ways that we invest, grow and maintain our money. For example, as a financial advisor, I’ve found it favorable to be advantaged with a top-down multi-asset class systematic framework used by professional traders, hedge funds and investment banking proprietary trade desks. This is a unique skillset not available to the public and rare in the financial planning industry.

With these disciplines, I bring additional strategies with superior research and analysis to review, construct, execute, track and manage risk to secure optimized volatility ranges for consistency and risk-adjusted efficiencies to client portfolios. This allows for a much higher probability of long-term consistent profitability in the financial markets.

In my role, I’m affiliated with the world’s largest independent financial consultancy, the DeVere Group, servicing well over 80,000 clients in more than 100 countries with discretionary portfolio management services available from our investment banking platform. I am also a member of one of the fastest-growing residential real estate brokerages in the world breaking boundaries globally via cloud-based technologies, powered by eXp technology and services.

Based in Tokyo, Japan, I have been enjoying an international lifestyle for the last decade with my wife, Yukari, and now allocate most of my time between Japan, the UK and the U.S. helping clients build income-producing assets.

I earned my International Certificate in Wealth Management with the Chartered Institute for Securities and Investment (CISI) and my Diploma of Financial Planning from Kaplan University. I secured my Series 65 with tutoring from Solomon Exam Prep and the Institute of Trading and Portfolio Management awarded me a Distinction grade on completing the Professional Trading Masterclass across the four major asset classes (Equities, Currencies, Commodities, Rates).

I work with clients to help anticipate their life transitions and to be financially prepared for them. Let’s work together and convert your paycheck into a playcheck!

Tokyo, Japan Adrian Rowles Financial Advisor

It is always better to prepare than to repair. If you haven’t started planning yet, now is the time to start.

Meet Our Extended Team

Yukari Yabugaki Photo
Read Bio

Yukari Yabugaki

Business Development Manager

Yukari Yabugaki


Yukari Yabugaki

Business Development Manager


Meet Yukari:

Born and raised in Osaka, Japan. Majored in English and international relations and studied abroad in Michigan, USA for one year. Upon graduation, I have joined the deVere group in Tokyo servicing expats and foreign residents looking to acquire international real estate or have interests in fintech, financial, and retirement planning strategies. 

Current Responsibilities:

Working closely alongside Adrian, Yukari has developed strong relationships with financial institutions and pension administrators. Yukari ensures that all clients are kept up to date and well informed, as well as consistently making sure that all processes are completed in an efficient manner.

Qualifications:

  • CISI Introduction to Securities and Investment (International)
  • CPD courses of Equities, Bonds, Collective Investment Schemes, and Derivatives
  • Astronomy-Space Test Level 3 and Level 4

Interests:

During my free time, I enjoy exercising, running, hiking, and learning about space and astronomy. I’m also a keen traveler. I’ve traveled to India, Mexico, the Philippines, China, Hong Kong, and most of the major cities in the United States and London UK, where I had the pleasure of meeting  Chris Gardner from "The Pursuit of Happyness" at a professional trading and portfolio management event hosting Chris as the guest speaker.

Yuka Sakakibara Photo
Read Bio

Yuka Sakakibara

Office Manager

Yuka Sakakibara


Yuka Sakakibara

Office Manager


Yuka is an Office Manager and Team Administrator based in Tokyo, Japan. She is of Japanese and Filipino heritage and spent 10 years in the Philippines to pursue her degree and learn different languages other than her native language, Nihonggo. She has experience working in the sales administrative department at one of the top real estate developers in the Philippines and has since worked to expand and utilise her skillset in Japan.

In her free time, Yuka enjoys hanging out with her friends and family. She also loves tinkering with coding and some programming.

Education and Qualifications:

  • A B.Sc. in Business Administration Major in Marketing Management
  • SAP Business One

Specialties:

  • Staff Management
  • Data Management
  • Customer Service
  • General Office Management
  • Payroll
  • Accounting
  • Policies and Procedures

Current Responsibilities

Yuka started working with deVere in 2015 as the Office Manager for Japan. In her role, she ensures the smooth operation of the firm with her strong knowledge of office management, efficient handling of client inquiries, and great support to her team. She approaches all aspects of any job with a positive, hard-working mindset, and is passionate about helping find solutions to any challenges.

Siddharth Bhatia Photo
Read Bio

Siddharth Bhatia

Investment Director, deVere Investment Ltd.

Siddharth Bhatia


Siddharth Bhatia

Investment Director, deVere Investment Ltd.


Practice Areas:

Investment research & strategy, asset allocation, securities valuation and pricing.

Practice Description:

Siddharth conducts broad investment research that includes asset class and individual security valuation, fund research, comparison and performance attribution, economic research, and portfolio management for both institutional and retail clients.

Professional Affiliations:

Siddharth is a Chartered Financial Analyst (CFA®) and Member of the Chartered Institute for Securities & Investment.

Current Responsibilities:

Siddharth is the Investment Director for deVere Investment Ltd. He heads up investment research, asset selection and portfolio management for deVere investment’s discretionary fund management activities. His team looks after operations for deVere’s clients that fall under the discretionary investment service including but not limited to Malta QROPS clients. Siddharth is also in charge of creating new investment products for the group including UCITS funds, structured notes and bespoke managed strategies.

Tom Elliott Photo
Read Bio

Tom Elliott

Investment Strategist

Tom Elliott


Tom Elliott

Investment Strategist


Practice Areas:

Tom Elliott uses his 25 years of experience in the financial sector to help explain and discuss, with the Group’s clients, the economic and political influences that drive capital markets.

Investment Strategy:

Tom is a fan of the core/satellite approach to investing, whereby the bulk of a portfolio is invested in good quality core multi-asset investments that are held for the long-term, while a small portion of the portfolio is used to take short, tactical positions in the markets.

Professional History:

Tom worked as a strategist on the global multi-asset desk at JP Morgan Asset Management. From 2006 until leaving in 2013, he was head of the UK Guide to the Markets Team, which focused on high-level investor communication. He left JP Morgan Asset Management as an Executive Director, after 18 years with the firm.

Darren Jones Photo
Read Bio

Darren Jones

Head of Global Technical Development

Darren Jones


Darren Jones

Head of Global Technical Development


Practice Areas:

Taxation, trust planning, retirement planning and investment solutions.

Practice Description:

Darren focuses on taxation and trust planning for clients of various nationalities but specialises in solutions for those with a UK connection. Inheritance tax avoidance for the UK domiciled, tax planning for the returning UK expatriate, as well as estate planning through the generations, are areas of particular expertise.

Professional Affiliations:

Darren is a member and associate of the Personal Finance Society and the Chartered Insurance Institute, the recognised professional bodies for financial advisers in the UK. He is also a full member of the Society of Trust and Estate Practitioners and holds a B.Sc. in Management with Trusts and Estates from the University of Manchester.

Education:

A B.Sc. in Management with Trusts & Estates, Advanced Diploma in Financial Planning, Associate of the Personal Finance Society and Trust and Estate Practitioner.

Rebecca Ellis Photo
Read Bio

Rebecca Ellis

Technical Development Manager

 Rebecca Ellis


Rebecca Ellis

Technical Development Manager


Practice Areas:

Taxation, trust planning, retirement planning and investment solutions.

Practice Description:

Rebecca works with clients of many nationalities but specialises in solutions for individuals with a link to the UK. In addition, Rebecca provides technical advice and analysis on UK pension arrangements for those who have worked in the UK at some point during their career. Rebecca also specialises in inheritance tax planning for individuals with a UK connection, and tax planning for the returning UK expatriate.

Professional Affiliations:

Rebecca has achieved the highest level of qualification obtainable from the Personal Finance Society, which is Fellowship, and is also a Chartered Financial Planner. Rebecca is a member of the Personal Finance Society and the Chartered Insurance Institute, the recognised professional bodies for financial advisers in the UK.

Education:

First class honours degree in Financial Services, Planning and Management, Advanced Diploma in Financial Planning and Chartered Financial Planner status.

This view of your site was created for easy annotation. To view your staging site please visit: https://adrian-2307680.app.twentyoverten.com
To make edits to your site's copy please use the Google Doc link that was emailed to you.