Mirae Asset Securities announced on the 12th that the subscription amount for customized wrap accounts exceeded 3 trillion KRW as of the 4th.
The evaluated amount reached 4.2 trillion KRW, generating approximately 1.2 trillion KRW in customer profits. This is analyzed as the result of a combination of a long-term investment philosophy in global innovative companies, a global asset allocation strategy, and industry-leading customized asset management services.
Mirae Asset Securities shares an investment strategy focused on global innovative companies and growth regions with high future growth potential with its customers based on the principle of "investing where growth occurs," and reflects this in customer asset management.
Recently, it has been providing customized asset allocation portfolios incorporating advanced technologies such as Wealth-Tech services utilizing artificial intelligence (AI), and applied these systems to customized wrap accounts, achieving outstanding results.
According to the Financial Investment Association's disclosure standards (as of November 29 last year), Mirae Asset Securities holds the industry’s number one position with a 45% market share in customized wrap accounts (branch-operated type). Its representative product is the "Premier Global Wrap," a global comprehensive asset management platform that invests in various assets including overseas stocks, domestic stocks, bonds, funds, and head office wraps. Selected asset managers holding investment asset management certifications are matched one-on-one with customers to provide VIP customized services.
The Premier Global Wrap is an investment discretionary service where asset managers design and autonomously manage an optimized portfolio by understanding the customer's investment preferences and objectives (such as wealth accumulation or inheritance) through consultation. Customers can transparently check the management status at any time and freely communicate with asset managers, distinguishing it from funds. The Premier Global Wrap can also be easily subscribed to remotely via mobile. When a customer applies for a wrap contract through mobile, an asset manager explains the product details in depth via video call and proceeds with the contract upon the customer's consent.
Park Geon-yeop, Head of Customer Asset Management Division at Mirae Asset Securities, stated, "The growth of the Premier Global Wrap is supported by Mirae Asset’s global network, infrastructure optimized for asset management, and the operational capabilities of wealth management (WM). Through this, we will continue efforts for customers’ successful asset management and a peaceful retirement."
© The Asia Business Daily(www.asiae.co.kr). All rights reserved.
