Mirae Asset Securities' Customer Customized Wrap Surpasses 6 Trillion Won in Client Balances

Mirae Asset Securities announced on January 21 that the customer balance (subscription amount + investment returns) of its one-on-one customized asset management service, the Customer Customized Wrap (Branch Managed Wrap), has surpassed 6 trillion won.

This achievement comes just four months after the customer balance exceeded 5 trillion won in September of last year. Notably, of the 1 trillion won increase in balances, 57% was attributed to investment returns and 43% to new subscription amounts. Based on the composition ratio, investment returns contributed more than new subscriptions, indicating a relatively higher impact from performance.

This success was driven by strategic asset allocation that read market trends. Mirae Asset Securities’ private bankers (PBs) flexibly adjusted the proportion of bond assets in response to changes in the interest rate environment, while also increasing the allocation to domestic stocks to reflect the recovery in the Korean stock market. By restructuring portfolios around leading stocks such as Samsung Electronics and SK Hynix, they actively seized opportunities during the market upturn.

A systematic management framework also supported these results. Mirae Asset Securities established a dedicated solution that enables integrated management of wrap accounts at a glance, thereby strengthening its risk management capabilities. The company also linked various analytical tools to enhance the precision of its customized asset management service. With the ability to monitor investment status, performance, and risk indicators in real time, it can respond quickly and precisely to market changes, enabling swift decision-making.

The Mirae Asset Securities Customer Customized Wrap is a service in which a PB comprehensively analyzes the client’s investment objectives and financial situation and executes market analysis, portfolio construction, trading, and risk management. Any Mirae Asset Securities client can use the mobile trading system (MTS) M-STOCK to consult and subscribe to the service. After subscribing, clients can check their investment status anytime, anywhere, and communicate with their PB. In July last year, the company launched a new video consultation system, further enhancing the convenience of non-face-to-face wrap subscription services.

Park Geonyeop, Head of Customer Asset Management at Mirae Asset Securities, stated, "The fact that the customer balance of the Customer Customized Wrap has surpassed 6 trillion won is not just a numerical achievement, but is even more valuable because it reflects the excellent investment performance delivered to our clients. We will continue to lead the customized asset management market with advanced risk management and differentiated strategies."