KB Securities has steadily expanded its WM assets based on the provision of diverse financial products and a client-centric asset management strategy. WM assets, which stood at KRW 12.8 trillion at the end of 2016, have grown 5.5 times over approximately eight years. After reaching KRW 64 trillion at the end of 2024, an additional KRW 6 trillion was added in just five months, pushing the total past KRW 70 trillion.
The company is also maintaining stable growth in its retirement pension division. By offering competitive Individual Retirement Pension (IRP) fees and a range of investment products such as Exchange-Traded Funds (ETFs), bonds, and REITs through its mobile trading system (MTS) KB M-able, KB Securities has enhanced client convenience and expanded its product offerings. As a result, retirement pension reserves reached KRW 7 trillion as of May 13.
A KB Securities representative explained the sharp increase in WM assets by stating, "Recently, the combination of a high interest rate environment and a bullish global stock market has led to a pronounced 'money move' phenomenon, where investors are shifting en masse from traditional assets such as bank deposits to investment products like funds and bonds offered by securities firms."
KB Securities has strengthened its competitiveness by proactively attracting client funds through a differentiated asset management strategy. In particular, the company has pursued a company-wide product strategy based on the principle of 'client return as the top priority' to drive WM asset growth. The products offered to clients are subject to the same rigorous risk assessment standards as those applied to the company's own managed assets, which has contributed to enhanced operational stability and reliability. In addition, the company is focused on building customized portfolios for each client to minimize investment risk and maximize profit opportunities.
Furthermore, during periods of rising global interest rates, KB Securities expanded the supply of high-quality bonds such as government and US Treasury bonds to provide clients with stable interest income. The company also actively introduced domestic and overseas fund products in line with stock market trends, offering a product lineup that meets client demand. Additionally, to enhance customized asset management services based on clients' investment preferences, KB Securities expanded its lineup of wrap accounts and trust products, increasing portfolio diversity.
Looking ahead, the WM market is expected to continue its growth centered on high-net-worth individuals. In response, KB Securities plans to continuously refine its investment product lineup to flexibly adapt to market changes and will maintain a strategy focused on improving client returns. Through these efforts, the company aims to further solidify the growth of its WM assets and strengthen its leading position across the retail financial sector.
Lee Honggu, CEO of KB Securities, stated, "The foundation of sustained growth in the asset management division ultimately comes from our clients," adding, "Going forward, KB Securities will strive to become a financial partner that grows together with clients by providing client-centric asset management services based on trust."
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