Shinyoung Securities Launches 'APEX Family Service'

Shinyoung Securities announced on the 5th that it has launched the family life cycle management service, ‘APEX Family Service’.

APEX Family Service is a differentiated service unique to Shinyoung Securities for customers and their families’ life moments, reflecting the wishes of grandparents who want to celebrate and systematically support important life events such as the birth, marriage, education, and independence of their descendants.

Recently, more grandparents want to convey not only irregular allowances but also their love for family and the value of assets. In line with this trend of grandchild affection and inheritance, Shinyoung Securities sets important moments (timelines) for descendants together with customers through the ‘APEX Family Service’ and designs and manages support and investment methods accordingly.

Im Dong-wook, Head of WM Business Division at Shinyoung Securities, said, “We put a lot of effort into preparing the APEX Family Service to reflect the diverse needs of the grandparent generation customers,” adding, “In addition to general investments, we provide various expert solutions ranging from tips on bonding with grandchildren, efficient gift planning, education and real estate consulting, to fetal-related services.”

Kim Dae-il, General Head of WM Business Division/Asset Allocation Solutions Division, said, “APEX Family Service is a product proactively introduced by Shinyoung Securities for grandparents who want to help their children and grandchildren establish a foundation for life through efficient asset transfer,” and added, “Following APEX Asset Management, which supports customers’ investment journeys toward life goals, and Family Heritage for family asset succession, we will continue to provide differentiated services unique to Shinyoung Securities for customers and their families’ life moments, evolving from a renowned value investment firm to a distinguished leader in asset succession.”