NH INVESTMENT & SECURITIES Holds Roundtable with CEOs of Asset Management and Advisory Firms… Strengthens Wealth Management Collaboration
Invited CEOs of Major Asset Management and Advisory Firms to Share Market Outlooks
Discussion on Strategies for Wrap and Private Placement Products and Investment Demand from High-Net-Worth Individuals
Expanding Differentiated Solutions for Use in Client Portfolios
[Edaily Reporter Park Sun-Yeop ] NH INVESTMENT & SECURITIES(005940)announced on the 24th that it hosted a luncheon meeting on the 22nd, inviting chief executive officers (CEOs) from major domestic asset management and investment advisory firms. This event was organized to respond to the rapidly changing financial market environment and to strengthen the competitiveness of wealth management (WM) products through collaboration with asset management and investment advisory firms. Bae Kwang-soo, CEO of NH INVESTMENT & SECURITIES, and representatives from asset management and investment advisory firms pose for a commemorative photo during a luncheon meeting held on the 22nd in Yeouido, Seoul. (Photo: NH INVESTMENT & SECURITIES)
The meeting was attended by Bae Kwang-soo, CEO of NH INVESTMENT & SECURITIES; Lee Jae-yeol, Head of the Wealth Management Division; and Jeon Dong-hyun, Head of the Product Solutions Division, along with representatives from major asset management and investment advisory firms, including Daol Asset Management, DS Asset Management, Timefolio Asset Management, and NH-Amundi Asset Management. Participants shared insights on the outlook for domestic and international stock markets, management strategies for wrap accounts and private placement products, and changes in investment demand among high-net-worth individuals. They also discussed ways to expand the range of products and investment solutions that can be practically applied to WM clients’ portfolios. NH INVESTMENT & SECURITIES plans to enhance the competitiveness of its products and wealth management services by linking investment demands identified at the customer interface with the expertise of asset management firms. The company plans to go beyond simply supplying products and collaborate with leading asset management and advisory firms to identify differentiated investment opportunities. CEO Bae Kwang-soo stated, “To elevate the level of our clients’ asset management, it is crucial to collaborate closely with partners who analyze and manage the market from the front lines,” adding, “We will expand our differentiated solutions to provide clients with tangible investment opportunities.”
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