NH Investment & Securities: "High-Net-Worth Clients Increasing Interest in IMA"

Sales of Series No. 3 Account for 68%

On August 25, NH Investment & Securities announced that for its comprehensive investment account (IMA) product, "N2, IMA1 Medium-Term Type No. 3," which sold out on August 19, clients with more than 1 billion won in assets accounted for 68% of total sales.

This figure exceeds that of Series No. 1 (62%) and Series No. 2 (51%). The company highlighted that the share of sales from customers with assets over 3 billion won also increased markedly. According to NH Investment & Securities, the statistics include both corporate and individual clients, indicating growing interest in IMAs among high-net-worth customers.

Breaking down by client type, corporate clients accounted for 49% of total sales, which is lower than 57% for Series No. 1 and 66% for Series No. 2, but still maintained around half of the total. Meanwhile, the share of individual clients exceeded 50% for the first time.

Cumulatively across Series Nos. 1 to 3, the overall proportion of sales to corporate clients reached 56.7%. A company representative stated, "This demonstrates that the IMA has established a stable position as a means for companies to manage surplus funds."

New capital inflows have also continued. For Series No. 3, 42% of the sales amount came from newly introduced capital, not from funds that were already deposited in NH Investment & Securities accounts. Cumulatively across the first three series, 56.7% of total sales came from newly sourced funds outside the company.

The IMA is a financial product that can only be offered by mega-sized comprehensive investment companies with capital of at least 8 trillion won. Even if losses occur during operation, NH Investment & Securities guarantees the principal if held until maturity.

Kwangsoo Bae, CEO of NH Investment & Securities, said, "Selling out three times in a row, along with the steady inflow from high-net-worth individuals and corporate clients, clearly demonstrates that IMA has firmly established itself as a stable capital management option in the market."

This content was produced with the assistance of AI translation services.