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 duty 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 on August 31 at "Shinhan Premier Pathfinder Insight 2026," held at Dragon City Hotel in Yongsan, Seoul.

This event was Shinhan Financial Group’s first joint asset management forum, primarily organized by Shinhan Bank and Shinhan Investment & Securities, with participation from the card, insurance, and asset management divisions. The company invited approximately 1,000 clients with financial assets of at least 1 billion won to present directions in wealth management for high-net-worth individuals. The slogan for this forum was “The One Day That Captures the Attention of Korea’s Top 1%.” The Premier Pathfinder is a group of about 100 asset management professionals covering real estate, tax, investment strategies, portfolios, inheritance & succession, and corporate solutions.

In his opening remarks, Chairman Jin said, “I often discuss the role of a financial company with our employees and always emphasize that our foremost duty is to manage our clients’ valuable assets safely.” He continued, “The word 'safely' most likely encompasses the notion of trust.”

He went on to add, “I believe trust comes from expertise. No matter how high the returns, if the professionalism of the work cannot be trusted, one cannot entrust their precious assets.”

The event kicked off with “2026 Global Macro Insight,” a seminar by Oh Gun-young, Head of the Shinhan Premier Pathfinder. This was followed by sessions on “How Tax Law Changes Investment Strategy,” “Investment Insights for the Second Half of 2026,” and “Outlook and Top Picks for Global Equity Markets.” As every seat in the main venue was filled, clients were busy finding spots early on.

Oh highlighted four key issues to watch in the second half of the year: interest rate hikes in countries like the United States and Japan, the impact of conflict in the Middle East, the U.S.-China summit and midterm elections, and the crosscurrents of the artificial intelligence (AI) revolution and skepticism. In particular, he focused on the U.S. debt risk and the productivity of AI companies. Oh stated, “America’s debt problem is severe, and the solution eventually lies in boosting AI productivity. If the AI revolution collapses, it will be not just a failure of technology but a major global issue, since it is the only viable alternative to resolving the worldwide debt problem.”

Afterwards, Lee Jeom-ok, Deputy Head of Shinhan Premier Pathfinder, discussed the tax reform proposal announced by the government on August 3 in the session “How Tax Law Changes Investment Strategy.” Deputy Head Lee stressed, “The government’s message through the tax reform is clear: its aim is to channel funds currently held overseas and in non-productive sectors into domestic financial markets.”

She further explained, “If annual interest or dividend income exceeds 10 million won, the National Tax Service will notify the National Health Insurance Service, which could affect your health insurance premiums. Investors should be aware of this and make rational decisions.” Deputy Head Lee continued, “Whenever we explain the importance of residential property value, multi-homeowners make inquiries; the proposal does include a temporary reduction in tax rates for multi-homeowners, but more importantly, even single-home households are no longer in a safe zone.”

Special guest speaker Park Seri, former head coach of South Korea’s national golf team, shared her experiences of overcoming crises and making decisions on the global stage during her playing career. She compared those experiences to investment decisions and asset management principles required when facing market volatility, which resonated with the audience.

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.

Right next to the main venue, booths for securities and insurance were set up. Shinhan Financial Group’s major services—including Shinhan Super SOL, Shinhan Asset Management’s SOL Exchange-Traded Fund (ETF), Shinhan Life Care’s “SOLACE,” and Shinhan Card’s VIP card—were introduced. Pathfinder experts also provided one-on-one consultations. In the sessions, divided into tax, real estate, and portfolio areas, all slots with the eight professional consultants were fully booked in advance, leaving some clients on-site disappointed at not being able to reserve a spot.

Chairman Jin stated, “Shinhan Premier Pathfinder, which has broken down the boundaries between banking and securities, will continue to fulfill its duty to customers and become a trustworthy partner.”

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