Mirae Asset Securities Announces Era of 4 Trillion Won in Customized Wrap Account Subscriptions

Mirae Asset Securities announced on the 19th that the amount invested in its one-on-one customized asset management service, known as the Customized Wrap Account (Branch-Managed Wrap), has exceeded 4.2 trillion won.

The valuation has reached 7.7 trillion won, generating approximately 3.5 trillion won in customer profits. The company attributes this performance to its long-term investment philosophy focused on global innovative companies and an effective rebalancing strategy favoring high-quality domestic stocks.

Mirae Asset Securities' Customized Wrap Account goes beyond simply categorizing value and growth stocks; it adjusts portfolio allocations based on a company's "innovativeness" and "competitiveness." The service avoids excessive concentration in any single country and proactively targets high-quality assets such as artificial intelligence (AI), semiconductors, and big tech firms that lead global trends.

This growth is also underpinned by innovations in digital-based customer experience. Mirae Asset Securities is accelerating the advancement of its digital services so that clients can access asset management more easily and conveniently.

One representative initiative is the "On-Site Enrollment Service," where a private banker visits the client’s preferred location and provides end-to-end support—from opening an account and consulting on management strategies to enrolling in the wrap account—on the spot. The company emphasized that this is receiving positive feedback for improving accessibility and convenience, especially for professionals and high-net-worth individuals who may find it difficult to visit a branch.

The company has also significantly enhanced its non-face-to-face video consultation system. Moving beyond simple telephone calls, clients and private bankers can now view detailed product information together in real time via screen sharing, enabling more professional asset management consultations.

Under the philosophy that "the growth of clients is the growth of the company," Mirae Asset Securities is also conducting thorough risk management. The universe of eligible stocks for wrap account inclusion is strictly defined, maintaining a stable portfolio management principle that prioritizes large-cap, high-quality stocks.

Park Geon-yeop, Head of Client Asset Management at Mirae Asset Securities, stated, "The fact that the amount invested in the Customized Wrap Account has surpassed 4 trillion won is especially meaningful, not merely as a numerical achievement but because it reflects our ability to return strong performance to our clients. We will continue to be a reliable partner that safeguards clients’ secure retirement through advanced risk management and differentiated strategies."

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