Business Areas
Retail
Offering asset management services optimized to the investment goals of individual and HNW customers as well as institutions and their owners
Wealth Management SNI / WM / Corporate banking branch
- Customer asset management
- Global investment strategy
- Tax/real estate/legal consulting
Digital Service Digital Division
- Customer-friendly digital investment channels
- Data-based customized service
- Digital specific asset management consulting
Pension Planning Pension Division
- Personal Pension Asset Management Consulting
- Providing a variety of products for the operation of pension assets
Wealth Management
A teams of asset management experts offers global investment opportunities.
A preferred service covering from tax to real estate to law to business succession for high-net worth customers.
Total solutions by corporate growth stage for institutional clients.
- Market situation, investing strategy
- Global financial market analysis and comprehensive investment strategy development
- Balancing asset allocation strategy-based portfolios to customer propensities
- Tips on market-leading global companies and rising financial products
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Tax and accounting
- Tax reduction planning through customer status analysis
- business succession, bequeathal/bestowal planning
- Assessing foreign tax risks and advising on solution
- Law
- Advising on corporate banking (IPO, M&A etc.)
- Seminar support for corporate banking, corporate law and etc.
- Advising legal on personal assets
- Real estate
- Planning optimal leasing and management of real state assets
- Appraising assets before sale or in-vestment and advising on asset trade
- Development feasibility analysis for idle assets
Digital asset management service
Asset management service through Mobile(mPOP), PC(POP HTS) and all other digital channels
Easy and convenient digital investment experience.
Investment information and financial product recommendations tailored to customer needs.
Investment specialists are standing by for consultation via phone, chat apps or email.
- Digital Asset Management
- Mobile&PC(anytime, anywhere)
- Customer-specific investment information/products
- Easy investment process
- Investment guidance using digital tech
Pension Planning
Helps institutional clients better manage their pension funds.
Manages individual customers' pensions in a stable manner, ensuring a happier future.
Tips on a variety of financial products for the better manage pension assets.
Institutions
- Consulting on DB/DC plans
- Consulting on DB asset/liability management
- Consulting on employee asset management
Individuals
- Pensions management education
- Pensions build-up/withdrawal solutions
- Pensions care service