Shinhan Investment & Securities said on the 19th that it launched specialized solutions that set the standard for customized asset management by Shinhan Premier Pathfinder, the expert group representing Shinhan Premier, the asset management brand of Shinhan Financial Group.
Shinhan Premier Pathfinder is an organization launched in Jul. 2024, an expert group of 100 specialists from Shinhan Investment & Securities and Shinhan Bank, including macroeconomics expert Director General Oh Geon-young and tax expert Deputy Director General Lee Jeom-ok. Experts in each field provide individualized consulting on investment strategy, portfolios, taxes, real estate, and pensions.
This time, Shinhan Premier Pathfinder released Path #10, which organizes and structures the diverse concerns and requirements of wealthy clients into 10 scenarios. When a client selects the "Path" that fits their situation, specialist committee members dedicated to that area form a team to provide one-on-one seminars and in-depth consulting.
It presents intuitive solutions based on issues that wealthy clients have actually grappled with, such as "The moment you wind down a corporations, everything changes," "The asset scale is too large to make decisions alone," and "A strategy to establish cash flow that makes money work for me."
A Shinhan Premier general manager said, "We hope customers experience a more professional and systematic asset management service through the new 'Path' to asset management introduced by Shinhan Premier Pathfinder," adding, "We will continue to provide sincere, customized asset management services as a guide for customers' asset management, accompanying them throughout their life journey."