Kim Sunghwan-Led Korea Investment & Securities Surpasses 100 Trillion Won in Individual Client Financial Products

The balance of financial products held by individual clients at Korea Investment & Securities has surpassed 100 trillion won.

According to Korea Investment & Securities on May 20, the balance of financial products held by individual clients rose from 41.2 trillion won in 2022 to 53.4 trillion won in 2023, 67.7 trillion won in 2024, and 85.07 trillion won in 2025, exceeding 100 trillion won as of May 2026.

This achievement is seen as more than just growth in asset scale; it is evaluated as the result of a strategy focused on client returns and asset management services, which has led to higher customer satisfaction and the acquisition of new clients. Korea Investment & Securities has been working to expand its client base through proactive product offerings in collaboration with global financial institutions, the identification of alternative investment options in response to market changes, and customized private banking asset management systems.

Since 2022, individual client funds flowing in each month have averaged 1.3 trillion won. The annual growth in inflows has also increased every year, reaching 12.2 trillion won in 2023, 14.3 trillion won in 2024, and 17.37 trillion won in 2025. This equates to an average daily inflow of approximately 43 billion won in client funds.

In particular, the steady increase in new client acquisition is noteworthy. Over the past three years, the number of new individual clients investing in financial products rose to 85,766 in 2023, 132,322 in 2024, and 202,502 in 2025. This trend is attributed to individual investors’ growing financial literacy, as well as the spread of an investment culture in which clients directly compare and analyze the structure and interest rate competitiveness of various financial products. As a result, accessibility to securities firms’ financial products has increased.

A representative from Korea Investment & Securities stated, "By proactively supplying financial products that meet changing times—such as global investment products, bonds, short-term notes, and integrated managed accounts (IMA)—we have expanded clients' investment choices. As client assets grow, new client inflows are also increasing. This indicates that client satisfaction and investment experience are naturally leading to the acquisition of new clients."

By age group, client composition is evenly distributed: those in their 20s or younger account for 13.8%, those in their 30s 19%, those in their 40s 19%, those in their 50s 21.7%, those in their 60s 15.2%, and those aged 70 or older 11.4%.

Kim Sunghwan, CEO of Korea Investment & Securities, stated, "Surpassing 100 trillion won in the balance of individual client financial products is even more meaningful because it represents the accumulation of client trust in Korea Investment & Securities, not just growth in asset scale. Moving forward, we will continue to enhance the investment experience for clients through superior products and differentiated asset management services, and develop into a retail asset management platform that grows alongside our clients."

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