[Edaily Reporter Kwon Oh Seok ] NH INVESTMENT & SECURITIES(005940)announced on the 14th that it is further strengthening its dedicated digital service for ultra-high-net-worth individuals (UHNWIs), which combines the convenience of contactless transactions with the expertise of in-person wealth management. The company plans to upgrade the dedicated management system, first introduced last July, into a “hybrid care” model that combines personalized attention with tailored consulting.

In response to positive customer feedback and growing demand, NH INVESTMENT & SECURITIES has decided to gradually expand the scope of its service. Currently, the service is available to clients with assets of 3 billion won or more who trade without being managed by a specific offline branch; however, starting in 2027, the firm plans to lower the eligibility threshold to 2 billion won or more, significantly broadening the pool of beneficiaries.
The core of the dedicated digital UHNW service is “people-centered, precision digital wealth management.” Each client is assigned a dedicated Digital Advisor (DA) with on-site private banking experience on a one-on-one basis. This approach goes beyond the traditional customer service center model of simply responding to inquiries; instead, it involves continuously monitoring changes in the client’s portfolio and proactively providing necessary investment information.
In addition to consulting on stock and ETF investments, the service immediately connects clients with specialized teams at headquarters when complex issues arise—such as those related to taxes, inheritance, gifts, or real estate. After a dedicated advisor analyzes the client’s needs, they match the client with experts from the Asset Management Consulting Department and the Tax Center. This ensures that even clients who conduct transactions remotely can enjoy in-depth consultations and optimized solutions on par with those offered at large brick-and-mortar branches.
One-on-one in-person consultations and small-scale private online seminars are also held regularly for non-face-to-face clients who find it difficult to visit in person. Starting with the “Key Points of the August 3 Real Estate Tax Law Amendment” seminar last August, a series of distinctive programs covering stock investment strategies and the latest market issues has been continuously held.
On the 15th, the “3rd Program on Overseas Stock Investment Strategies and In-Person Consulting” will be held for customers who have applied for UHNW services. The event will feature an analysis of global stock market trends, followed by personalized assessments based on individual portfolio analysis.
Premium benefits exclusively for digital ultra-high-net-worth individuals have also been significantly expanded. These include the “Fast Call” service—which connects clients instantly to a dedicated advisor without waiting—and direct phone numbers, as well as quarterly investment support funds and transaction cashback benefits. Additionally, VIP-exclusive invitation-only events, dedicated investment reports, and a round-the-clock video and phone consultation system for tax and asset management are available to clients in remote locations.
Lee Sil, Head of the Digital Wealth Management Division at NH INVESTMENT & SECURITIES, stated, “We have established a hybrid wealth management model that combines the spatial and temporal convenience of digital technology with the advanced expertise of our in-house specialist team, bringing together the best of both online and offline services.” He added, “We will continue to enhance our infrastructure and content so that our digital ultra-high-net-worth clients can experience industry-leading, personalized care regardless of their location.”