KB Financial Group Launches Customer-Oriented Premium Wealth Management Brand
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KB Financial Group Launches Customer-Oriented Premium Wealth Management Brand
Holds a Han River plogging event at Banpo Hangang Park with the largest plogging group in Korea

27(Tue), Sep, 2022




KB Financial Group Chairman Yoon Jong-kyu (third from right) poses for a photo with KB advertising model Lee Young-ae at the opening ceremony of KB GOLD & WISE the FIRST on Sept. 6. (Photo: KB Financial Group)


KB Financial Group launched ¡°KB Gold & Wise the First ,¡± a customer-oriented premium general asset management brand that incorporates all group-level capabilities. 

KB Gold & Wise the First is a premium brand of KB Gold & Wise, a private banking brand of KB Financial Group launched in honor of the group¡¯s 20th anniversary this year. 

In line with the brand launch, KB Financial Group held an opening ceremony for the largest asset management center in Korea, the KB Gold & Wise the First Center, on Sept. 6. 

The center will offer differentiated premium general asset management services that meet customer needs based on 20 years of the financial group¡¯s private banking know-how. 

For customer-oriented and customer satisfaction services, the KB Gold & Wise the First Center will introduce a one-team model in which top experts in investment, tax, real estate, law and trust form one team with KB Kookmin Bank and KB Securities private bankers. 

This customer management model is currently being operated by leading global financial companies such as UBS and Credit Suisse in Switzerland. 

KB Gold & Wise the First customers can diagnose the status of their current assets through the Model Portfolio based on KB Financial Group House View and make various portfolio investments based on the results of such diagnoses.

In addition, they are able to use private equity funds based on various underlying assets such as real estate, trust products based on one-on-one individual contracts such as inheritance and gift trusts and variable ELS insurance products that secure profitability and stability at the same time. 

Also available are securities-specialized products such as pre-IPOs linked to securities IB, structured products using venture capital (VC), and wrap accounts.

Through the KB-type Family Office service, customers can receive trust solutions that consider the growth, transfer and succession of all their assets including personal assets, corporations and foundations. They are also able to use SOHO and personal loans in a one-stop system too. 

¡°Through KB Gold & Wise the First, we will take the lead in creating a better world and bringing happiness to our customers by presenting new general asset management trends and helping customers increase their assets by way of super-personalized and customized asset management services,¡± a KB Financial Group official said.

In the meantime, to protect the earth and change the world, KB Financial Group held a Han River plogging event at Banpo Hangang Park with Wiper.th, the largest plogging group in Korea, on Sept. 28. 

Plogging is a combination of jogging with picking up litter (merging the Swedish verbs plocka upp (pick up) and jogga (jog) gives the new Swedish verb plogga from which the word plogging derives.

The event was held as part of the K-Bag project. About 1,000 people, including citizens who visited the Hangang River, family members of KB Financial Group employees, and members of Wiperth, participated in a jogging and plogging activity to collect garbage thrown asunder in the Han River Park area. 

The amount of garbage collected on this day amounted to about 300 kilograms.

KB Financial Group gave citizens who participated in this event the K-Bag Kit consisting of a plugging bag, a biodegradable bag, reusable gloves, and tongs and souvenir sets containing shampoo bars, conditioner bars and dish washing bars produced by Donggubat, an eco-friendly social enterprise.
 
The company said it did this to show its will for environmental protection and a greener world. 

¡°Thanks to many people who came together for the K-Bag Project, we were able to recover the beauty and preciousness of the Han River,¡± a KB Financial Group official said. 

¡°We will continue to take the lead in protecting the earth and cleaning the world together while spearheading a wide array of green campaigns down the road.¡± 

   
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