Samsung Securities Invites 50 Advisory Firm CEOs to Forum

5 Years of Advisory Platform... Discretionary Platform Expansion Possible Within This Year

On the 23rd, Samsung Securities held the "2024 Investment Advisory Firm CEO Forum" and presented plaques of appreciation to the CEOs of investment advisory firms that attracted assets exceeding 100 billion KRW. The photo shows, from left to right, Samsung Securities' Kim Seongbong, Head of Sales Strategy; Maekyunghwan, CEO of GB Investment Advisory; Yang Taeseon, CEO of Invex Asset Management; Park Kyunghui, Head of WM Division at Samsung Securities; Jang Jaechang, CEO of Inmost Investment Advisory; Hong Seongyong, CEO of Golden Tree Investment Advisory; and Kim Gwangju, CEO of Vine Investment Advisory. Photo by Kim.

Samsung Securities announced on the 28th that it held the '2024 Investment Advisory Firm CEO Forum' on the 23rd at the 'Samsung Financial Campus' in Seocho-dong.

The forum was conducted for about 50 CEOs of major domestic advisory firms. Yu Eung-jun, former CEO of NVIDIA Korea, gave a three-hour lecture on the theme "ChatGPT, Gen AI, the Game Changer of This Era," and Kim Do-hyung, Head of ETF Consulting at Samsung Asset Management, spoke on "2024 Domestic and International ETF Investment Strategies."

Samsung Securities currently attracts a cumulative advisory asset of over 1 trillion KRW from 44 investment advisory firms through its advisory platform. Since the activation plan for the advisory business in 2018, Samsung Securities has built an advisory platform and attracted 1 trillion KRW in new assets through it within five years.

Investment advisory firms use Samsung Securities' advisory platform to provide convenient advisory services to their clients. Along with the expansion of the advisory market, Samsung Securities also plans to establish a discretionary platform, which is expected to open as early as the end of this year.

Kim Seong-bong, Head of Sales Strategy at Samsung Securities, stated, "We will continue to share rapidly changing investment trends with advisory firms through various forums and strive to support sales."

In particular, along with the forum, appreciation plaques were presented to five advisory firms that attracted assets exceeding 100 billion KRW on the Samsung Securities advisory platform. Samsung Securities is also continuously recruiting investment advisory firms and asset management companies with investment advisory licenses to expand its sales network.