KB Financial Group to Open Korea's Largest Apgujeong Wealth Management Center Next Month

Premium Comprehensive Asset Management Brand 'KB Gold & Wise The First' Launched

[Asia Economy Reporter Bu Aeri] KB Financial Group announced on the 25th that it has launched a premium comprehensive asset management brand called 'KB Gold&Wise the FIRST.' KB Financial also plans to unveil the largest asset management center in Korea.

'Gold&Wise the FIRST' is a premium brand of KB Financial's private banking brand 'KB Gold&Wise,' which celebrates its 20th anniversary this year. It embodies the philosophy of "Protecting the highest value with the most professional solutions for the one and only precious you."

KB Financial will hold an opening ceremony for the largest asset management center in Korea, 'KB Gold&Wise the FIRST,' on the 6th of next month in Apgujeong, Seoul. The center will operate the entire building, which has one basement floor and seven above-ground floors, as an asset management center.

'KB Gold&Wise the FIRST' introduces a customer management model where private bankers from KB Kookmin Bank and KB Securities, along with top experts in investment, taxation, real estate, law, and trusts, form a team to manage clients. This customer management model is currently operated by leading global financial firms such as Switzerland's UBS.

Clients can diagnose their current asset status through model portfolios based on KB Financial Group's House View and make various portfolio investments accordingly.

Additionally, clients can access bank-specialized products such as private equity funds utilizing various underlying assets like real estate, trust products based on one-on-one individual contracts such as inheritance and gift trusts, and 'ELS variable insurance' that secures both profitability and stability. They can also use securities-specialized products linked to corporate finance (IB) such as 'Pre-IPO' investment, venture capital (VC)-utilized structured products, and discretionary investment products like WRAP.

Through KB-style family office services, clients can receive trust solutions considering wealth growth and transfer, as well as business succession, for all their assets including personal assets, corporations, and foundations. Corporate-type SOHO and personal loans are also available.

A KB Financial Group official stated, "We will lead the way in creating a better world and enhancing customer happiness by presenting new comprehensive asset management trends and providing ultra-personalized customized asset management services to help customers grow their assets."

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