Samsung Securities Holds 2025 Investment Advisory Firm CEO Forum

Samsung Securities announced on the 27th that it held the '2025 Investment Advisory Firm CEO Forum' at the 'Samsung Financial Campus' in Seocho-dong on the 23rd of this month.

The forum was attended by around 60 CEOs from major domestic advisory firms. The event began with a lecture on '2026 ETF Investment Strategies' by Seo Beomjin, Head of Samsung Active Asset Management, and continued for about three hours with topics such as 'The Era of AGI Market Dominance' by Kim Daesik, Professor of Electrical and Electronic Engineering at KAIST.

In particular, during the forum, Samsung Securities presented plaques of appreciation to five advisory firms that achieved significant growth on the Samsung Securities advisory platform throughout 2025.

Following the launch of its advisory platform in 2018, Samsung Securities opened its discretionary investment platform in January 2025, with a total of 86 firms (56 advisory, 30 discretionary) currently participating. As of the 17th, the company has attracted over 1.5 trillion won in client assets.

Investment advisory firms are utilizing Samsung Securities' advisory and discretionary platforms to provide clients with more convenient portfolio advisory and discretionary services for financial products.

Park Kyunghee, Head of the WM Division at Samsung Securities, stated, "We will continue to share evolving investment trends with advisory firms through various forums and further strengthen our cooperation to support business operations."

Samsung Securities is also continuously recruiting investment advisory firms and asset management companies with investment advisory and discretionary business licenses to expand its business network.

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