NH Investment & Securities said on the 24th it held a luncheon roundtable on the 22nd, inviting chief executive officers (CEOs) of major asset management firms and investment advisory firms to discuss market outlooks, investment strategies, and ways to advance wealth management services.
Attendees included Chief Executive Baek Gwang-su of NH Investment & Securities; Lee Jae-yeol, head of the WM division; and Jeon Dong-hyun, head of the product solutions division, as well as heads of major managers and advisors such as Daol Asset Management, DS Asset Management, Timefolio Asset Management, and NH-Amundi Asset Management.
Participants shared views on domestic and overseas stock market trends, strategies for managing wrap accounts and private products, and changes in investment demand among high-net-worth clients. They also discussed expanding investment products and solutions that can be used in client portfolios and further strengthening collaboration frameworks with managers and advisors.
NH Investment & Securities plans to raise the competitiveness of WM products and further advance wealth management services by linking investment demand identified at client touchpoints with managers' expertise. The firm said it will continue to uncover differentiated investment opportunities through collaboration with leading managers and advisors.
Baek Gwang-su said, "To elevate clients' wealth management, close collaboration with partners who analyze and manage the market up close is essential," adding, "We will continue to expand differentiated solutions with leading managers and advisors to provide clients with practical investment opportunities."