"Differentiated VVIP Service Provision"

"From Money Management to Travel and Family Gatherings"… Hana Bank Launches Exclusive Service for Clients with Over 30 Billion Won View original image


[Asia Economy Reporter Minwoo Lee] Hana Bank is launching a comprehensive asset management service for ultra-high-net-worth individuals and families with assets exceeding 30 billion KRW. The bank plans to meticulously manage not only asset operation but also family gatherings and travel preparations.


On the 3rd, Hana Bank announced the launch of the 'Hana Family Office & Trust' service for comprehensive asset management of ultra-high-net-worth individuals and families.


'Hana Family Office & Trust' is a VVIP service combining the traditional 'Family Office' service with 'Living Trust,' an integrated asset management service utilizing trusts. Through Hana Bank's premium private banking (PB) channel, 'Club One,' it supports the highest level of comprehensive asset management in the financial sector. Dedicated sub-centers have also been established at the 'Club One PB Center' and 'Club One Hannam PB Center' to handle this service.


The service targets ultra-high-net-worth individuals and families with assets of 30 billion KRW or more. It provides comprehensive asset management services including ▲asset growth ▲business continuity and succession ▲stable transfer (inheritance) and succession of assets ▲social contribution and volunteering.


Additionally, through the 'Life Care Dedicated Team,' it manages various non-financial areas of the family, from education and marriage of the younger generation to family gatherings and travel preparations. Furthermore, an 'Asset Management Advisory Group' composed of experts in fields such as PB, living trust consultants, legal, tax (accounting), and real estate will be operated for each client, and the advisory group will also provide a service that visits clients directly.


The 'Hana Family Office & Trust' service will initially be offered through the Club One PB Center and the 'Club One Hannam PB Center.' In the future, the service scope will be expanded to general PB centers and the Gold Club.



Kim Kisuk, Vice President of Hana Bank's Asset Management Group, stated, "'Hana Family Office & Trust' is a service that consolidates the accumulated know-how of Hana Bank, a distinguished asset management institution," adding, "It will establish itself as a high-level comprehensive asset management service that not only provides financial advice to Korea's representative VVIP families but also considers business succession and social contribution."


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

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