The One Day That Captures Korea’s Top 1%... Shinhan Financial Group Invites 1,000 High-Net-Worth Clients

Shinhan Financial Group Hosts First Joint Wealth Management Forum
Seminar Invites Over 1,000 High-Net-Worth Clients
Chairman Jin Ok-dong: "Providing Trust Is the Most Important Duty"

"I believe that providing firm trust is the most important responsibility in finance."

On the 31st, the integrated asset management forum of Shinhan Financial Group, 'Shinhan Premier Pathfinder Insight 2026,' is being held at Dragon City Hotel in Yongsan, Seoul. Shinhan Financial

Jin Ok-dong, Chairman of Shinhan Financial Group, made this statement while attending the "Shinhan Premier Pathfinder Insight 2026" event held at Dragon City Hotel in Yongsan, Seoul, on the afternoon of August 31.

This event marks the first joint asset management forum ever hosted by Shinhan Financial Group, centered on Shinhan Bank and Shinhan Investment, with participation from the group’s card, insurance, and asset management affiliates. More than 1,000 clients with financial assets worth at least 1 billion won were invited to present wealth management approaches to high-net-worth individuals. The event slogan was set as "The One Day That Korea’s Top 1% Pays Attention To." The Premier Pathfinder is a group of over 100 wealth management experts specializing in real estate, tax, investment strategy, portfolio, inheritance and gifting, and corporate solutions.

In his welcome address, Chairman Jin stated, "I often discuss the role of financial companies with our employees, and we always say that our number one duty is to manage our clients’ valuable assets safely." He added, "The word 'safely' here likely includes the notion of trust, to a significant degree."

He continued, "I believe that trust is born from expertise. No matter how high the returns, if expertise in our work cannot be trusted, then clients will not be able to entrust their precious assets to us."

The day’s event began with a seminar, "2026 Global Macro Insights," presented by Premier Pathfinder Head Oh Gun-young, followed by sessions such as "How Tax Law Changes Investment Strategies," "Second Half 2026 Investment Insights," and "Global Stock Market Outlook and Top Picks." As seats in the venue quickly filled, early on many clients busily searched for available spots.

Head Oh highlighted four key issues to watch in the second half of the year: interest rate increases in the U.S. and Japan, the impact of the Middle East war, the U.S.-China summit and midterm elections, and the intersection of the artificial intelligence (AI) revolution and skepticism. He especially focused on the U.S. debt risk and the productivity of AI companies. Head Oh stated, "The U.S. debt problem is severe, and ultimately, the solution is to boost AI-driven productivity," adding, "If the AI revolution falters, it is not just a technological setback but a very significant issue because the only viable global solution to the debt crisis would be at risk."

Following this, Lee Jeom-ok, Deputy Head of Premier Pathfinder, discussed the government's recently announced tax reform plan in a session titled "How Tax Law Changes Investment Strategies." Deputy Head Lee emphasized, "The government’s message through the tax reforms is clear: money currently parked overseas or in unproductive areas should be moved into the domestic financial market."

Lee added, "If your annual interest and dividend income exceeds 10 million won, information is reported from the National Tax Service to the National Health Insurance Corporation, which can affect your health insurance premiums. Investors should carefully review this and make rational decisions." Deputy Head Lee further noted, "Whenever I explain why the value of your home matters, multi-property owners reach out with questions. Of course, the reform plan includes temporary reduced tax rates for multi-homeowners, but rather than emphasizing that direction, it signals that even single-homeowners are no longer in a safe zone."

Special guest speaker Seri Pak, former national golf team head coach, shared her experiences overcoming crises and making decisions on the world stage during her athletic career. Pak drew enthusiastic responses by linking these experiences to how sound investment decisions and asset management principles are especially essential during times of high market volatility.

On the 31st, at Dragon City Hotel in Yongsan, Seoul, the "Shinhan Premier Pathfinder Hyean 2026" event took place, with participants lining up at booths such as securities and insurance next to the main event hall to join in the activities.

Directly adjacent to the main event hall, booths for securities, insurance, and other financial services were set up. Major group services were showcased, including Shinhan SuperSOL, Shinhan Asset Management’s SOL ETF, Shinhan Life Care "SOLACE," and Shinhan Card VIP Card. Attendees also had access to one-on-one consultations with Pathfinder experts. There were eight experts across tax, real estate, and portfolio consulting—all one-on-one consultation sessions were booked out early, leaving some clients who could not reserve in advance disappointed at the site.

Chairman Jin commented, "By breaking down barriers between banking and securities, Shinhan Premier Pathfinder will fulfill its duty to clients and become a trustworthy partner."

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