Hanwha Asset Management Signs Business Agreement with Potwin Investment Advisory

[Asia Economy Reporter Eunmo Koo] Hanwha Asset Management announced on the 16th that it signed a business agreement with Portwin Investment Advisory on the 12th. Portwin Investment Advisory is the first registered domestic investment advisory firm (FA) activated by the investment advisory business and provides investment advisory services based on a life planning asset management platform. According to the business agreement, the two companies will actively respond to changes in the investment market and customer needs and provide various services such as customized portfolio offerings.

Asset allocation and monitoring strategies reflecting the customer's financial status are planned by Portwin Investment Advisory, and Hanwha Asset Management provides investment advisory services such as market analysis and stock selection to Portwin Investment Advisory accordingly. Customers directly purchase through their own trading accounts following the portfolio comprehensively derived by the investment advisory firm. This has the advantage of guaranteeing transparency and objectivity compared to existing funds because customers receive objective advice based on their lifestyle and financial status and directly manage investment assets in their own financial consumer accounts.

Through this business agreement, Portwin Investment Advisory launched the ‘Portwin Lump-sum Management Solution (Monthly Payment Type)’ for advising small and medium-sized corporate funds and high-net-worth assets, and it is known to have secured approximately 30 billion KRW in investment advisory deposits simultaneously.

Yang Sung-min, FA Marketing Manager at Hanwha Asset Management, said, “Hanwha Asset Management and Portwin Investment Advisory plan to develop various advisory services for corporate fund management advisory and individual investment advisory through this business agreement,” adding, “By providing services that satisfy all the needs of diverse financial consumers in the shrinking asset market, we will revitalize the investment market.”

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