NH Investment & Securities Launches 'Premier Blue Family Office' Service for Ultra-High-Net-Worth Individuals

[Asia Economy Reporter Lee Seon-ae] NH Investment & Securities announced on the 20th that it has launched a family asset management service for ultra-high-net-worth individuals called ‘Premier Blue Family Office.’

Premier Blue Family Office is a service that provides comprehensive solutions to the complex and extensive issues faced by NH Investment & Securities’ premium clients and their families. It goes beyond simple consulting or product sales to offer differentiated services that match the dignity of the family. However, since this service is for a very limited number of premium clients, only customers with NH Investment & Securities’ entrusted assets of 10 billion KRW or more who are invited by the company are eligible to join.

Customers subscribing to NH Investment & Securities’ Premier Blue Family Office service can enjoy benefits equivalent to those of institutional investors. Typically, promising unlisted stocks or convertible bonds have structural limitations that make it difficult for individuals to invest. However, Premier Blue Family Office clients can invest in IB Deal products and use OCIO (Outsourced Chief Investment Officer) services, which were previously available only to large institutional investors such as pension funds. NH Investment & Securities is a traditional IB powerhouse and possesses overwhelming fund management capabilities compared to other companies, enabling it to secure exclusive investment channels for family office clients through company-wide cooperation.

As part of the family office service, NH Investment & Securities operates an Advisory Committee composed of experts in various fields to provide top-priority services in all kinds of consulting. Depending on the client’s needs, a dedicated team will be formed for each individual client to provide continuous service. Clients can receive a complete solution by being assigned a dedicated team for IB Deal advisory services related to fundraising or mergers and acquisitions, as well as asset succession consulting involving corporate management succession or business sales.

Additionally, personnel and labor consulting and tax diagnosis services for corporations owned by the family are provided exclusively to family office clients. If desired, clients can receive one-on-one investment lessons through private meetings with top-level investment advisory committee members from each sector.

Furthermore, considering the growing interest in realizing social value, comprehensive support for social contribution activities such as donation planning consulting and foundation establishment assistance is also provided. Beyond managing the family and supporting family community activities to strengthen family bonds, the service also offers priceless experiences such as pinpoint lessons and accompanying rounds with famous professional golfers and arranging meetings with prominent figures.

The reason NH Investment & Securities could provide a complete family asset management service is that it prioritizes trust with clients under the belief that ‘process value’ comes first. In fact, NH Investment & Securities has taken unprecedented steps in the industry, such as removing profit indicators from the key performance indicators (KPIs) of sales staff. The family office service embodies the ambition to grow together with clients based on long-term trust rather than immediate profit generation.

Lee Jae-kyung, Executive Director of NH Investment & Securities’ Premier Blue Division, stated, “Premier Blue Family Office is a service that consolidates NH Investment & Securities’ core competencies,” adding, “We will continuously develop deep relationships with premium clients and expand sales targeting ultra-high-net-worth individuals based on this foundation.”