"Shinhan Premier" Surpasses 200 Trillion Won in Total Client Assets Managed

Shinhan Investment & Securities announced on October 21 that the assets managed by customers trading through channels under "Shinhan Premier," the wealth management brand launched by Shinhan Financial Group in July last year, have surpassed 200 trillion won. The channels under Shinhan Premier include PWM, which are bank and securities hybrid branches, family offices, PIB, as well as securities branches and the digital platform "Shinhan SOL Securities."

Shinhan Investment & Securities, in collaboration with Shinhan Bank, provides Shinhan Premier customers with not only a variety of financial products but also systematic financial and non-financial services. In particular, the "Shinhan Premier Pathfinder" consulting service, where experts from both the bank and securities divisions participate to address the needs of each individual customer, and the asset management guidebook "Hyean," published to mark the first anniversary of the brand, have received a strong response from ultra-high-net-worth individuals.

The "Shinhan Premier Seminar," which anyone can apply for through the MTS, is currently being operated with topics of high customer interest, such as market outlooks, sectoral analysis, and investment strategies. In addition, "Shinhan Premier Halls" have been established in six locations-Dogok, Apgujeong, Yeouido, Banpo, Cheongdam, and Gwanghwamun-to provide premium customers with seminars, cultural experiences, and venue rental support.

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Both online and offline channels are being strengthened. In December last year, Shinhan Financial Group opened its first standalone securities branch, "Shinhan Premier Family Office Gwanghwamun." This was followed in May by the opening of "Shinhan Premier Family Office Cheongdam," a hybrid branch, and by the end of this year, the second standalone securities branch, "Shinhan Premier Family Office Cheongdam Avenue," is scheduled to open. In the online sector, personalized investment information is being provided through the "AI PB" service.

Jung Yongwook, Head of Wealth Management at Shinhan Investment & Securities and the person in charge of Shinhan Premier, stated, "Under the slogan of 'Customer-Centric Wealth Management,' Shinhan Premier is breaking down the boundaries between banking and securities and expanding the scope of wealth management from individuals and families to corporations and their employees. We will continue to innovate relentlessly to provide differentiated financial services going forward."