Korea Private Wealth Signs Strategic Partnership with PAS Investment Advisory

Korea Private Wealth, a comprehensive financial consulting firm, announced on January 12 that it has signed a strategic business partnership agreement (MOU) with PAS Investment Advisory to advance its client-centered asset management services.

The two companies entered into this agreement to create synergies in various areas, including the provision of investment advisory products, content collaboration, joint education and seminars, and recruitment cooperation. They aim to combine their respective expertise and infrastructure to promote the specialization and sustainability of the asset management market, based on mutual trust.

Korea Private Wealth pursues the vision of being a "lifetime asset partner," with a core value of comprehensive asset management based on collaboration among experts, going beyond the simple sale of financial products. Teams of professionals, including internationally certified financial planners (CFP) with 10 to 20 years of experience, tax accountants, lawyers, appraisers, and U.S. certified public accountants (CPA), provide customized financial planning tailored to each client's life cycle.

The company's strength lies in managing not only asset structures but also tax and legal risks. It has established an integrated consulting system for specialized fields, including investment, retirement, and risk management; corporate and tax planning; inheritance and gift consulting; real estate asset management; financial planning specialized for hospitals and clinics; and U.S. asset management.

PAS has commercialized the country’s first virtual fund (v-Fund), which it is co-developing with KAIST, based on its patented Mirroring Technology. In addition to providing differentiated products such as the v-Fund to Korea Private Wealth, the two companies plan to regularly co-host global economic lectures.

Through this partnership, Korea Private Wealth will utilize PAS’s v-Fund products, monthly investment strategies, and materials related to funds and variable insurance for internal education and research, pursuing the shared goal of attracting professional talent and strengthening organizational competitiveness.

Haeseok Song, CEO of Korea Private Wealth, stated, "In a rapidly changing market environment, client trust is the most powerful competitive edge. This agreement with PAS will add investment advisory expertise to KPW’s pursuit of ‘long-term, trust-based asset management.’"

Yusang Kim, CEO of PAS Investment Advisory, emphasized, "We will launch differentiated products that can provide stable returns over the long term. Through this strategic alliance, we aim to set a new standard for financial planning in Korea as a lifetime asset partner who designs not just for short-term gains but for every stage of our clients’ lives."

Junsu Lee, CEO of PAS Investment Advisory (from the left), Haeseok Song, CEO of Korea Private Wealth, and Yusang Kim, CEO of PAS Investment Advisory, are taking a commemorative photo. PAS Investment Advisory.