NH Investment & Securities Expands Wealth Management Service for “Digital UHNW” Clients

Premium benefits for clients with assets of KRW 3 billion or more
Plans to expand eligibility to clients with KRW 2 billion or more next year

NH Investment & Securities announced on Oct. 14 that it will expand its dedicated digital service for ultra-high-net-worth (UHNW) clients, combining the convenience of online trading with the expertise of in-person wealth management. The company plans to enhance the dedicated management system it first introduced in July with a “hybrid care” service that offers more personalized attention and professional consulting.

In response to strong customer interest and positive feedback, NH Investment & Securities has also decided to expand eligibility for the service. It is currently available to clients with assets of at least KRW 3 billion who trade without receiving wealth management services at a branch. Starting next year, the threshold will be lowered to KRW 2 billion, allowing more clients to benefit.

The service’s defining feature is “digital wealth management with a real person looking after you.” A dedicated digital advisor (DA) with experience as a private banker (PB) is assigned to each client. Rather than simply responding to customer service inquiries, the advisor regularly monitors how the client’s assets are performing and proactively provides relevant investment information.

If clients face complex issues involving taxes, inheritance and gifts, or real estate, in addition to investing in stocks or ETFs, they are connected directly with the relevant head-office specialists. After assessing a client’s needs, the digital advisor connects them with experts in the Wealth Management Consulting Department and the TAX Center. Clients can receive in-depth advice and tailored solutions comparable to those available at an in-person branch, while trading online.

For clients who find it difficult to visit an in-person branch, the company also offers one-on-one, face-to-face wealth management consultations and small private online seminars.

On Oct. 15, the company will hold the “Overseas Stock Investment Strategies and In-Person Consulting: Third Program” for clients who have signed up for the UHNW service. The session will review trends in overseas stock markets and provide practical consultations based on each client’s portfolio.

The service also includes practical VIP benefits for digital UHNW clients. These include Fast Call, which connects clients immediately without a wait, and a direct line to their assigned advisor, as well as quarterly investment support funds and trading cashback. Clients also receive invitations to VIP events and exclusive investment letters. Tax and wealth management consultations by video or phone are also available at all times for clients who are busy or live outside major cities.

Lee Sil, head of the Digital Wealth Management Division at NH Investment & Securities, said, “By combining the convenience of digital services with the expertise of our head-office specialists, we have created a wealth management system that brings together the best of online and offline services.” Lee added, “We will continue to expand the service so that digital UHNW clients can receive the highest level of care anytime, anywhere.”

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