KB Securities Targets 2030s Young Rich to Secure Future Clients

'The Next Summit' Held to Share Wealth Management Strategies Expanding Touchpoints and Building a Core Future Customer Base

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By Byun Su-yeon
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At the "2026 KB The Next Summit" held at the Josun Palace Hotel in Seoul's Gangnam District on the 30th of last month, Kim Se-hwan, senior research fellow at KB Securities, delivers a lecture on U.S. stock investment strategies to affluent clients in their 20s and 30s. KB Securities - Seoul Economic Daily Finance News from South Korea
At the "2026 KB The Next Summit" held at the Josun Palace Hotel in Seoul's Gangnam District on the 30th of last month, Kim Se-hwan, senior research fellow at KB Securities, delivers a lecture on U.S. stock investment strategies to affluent clients in their 20s and 30s. KB Securities

KB Securities held the "2026 KB The Next Summit" at the Josun Palace Hotel in Seoul on Nov. 30, an event sharing wealth management strategies with young asset holders in their 20s and 30s, the company said Wednesday.

The event was designed to expand touchpoints with the young affluent segment (Young Youth), which has been growing rapidly amid the recent stock market rally and rising asset values, and to secure a core customer base for the future.

The seminar was held in two sessions. In the first session, Lee Hyo-seok, head of HS Academy, examined global macroeconomic trends and major technology trends. In the second session, Kim Se-hwan, senior research fellow at KB Securities, presented U.S. stock investment strategies focusing on promising companies in the U.S. market and global asset allocation strategies.

KB Securities is also expanding premium content targeting high-net-worth (HNW) individuals. On the coming Friday, it will hold the "2026 KB Premier Summit Second-Half Investment Seminar" at the Conrad Hotel, covering U.S. stock investment strategies and the outlook for the domestic stock market in the second half. The event will be conducted through in-person lectures and live online streaming.

Lee Jae-ok, head of KB Securities' WM Business Group, said, "We arranged this event to provide a differentiated experience that encompasses the lifestyle and networking needs of the young affluent segment." He added, "Going forward, we will proactively build a wealth management business model for the young affluent segment and strengthen communication with customers through generation-specific customized programs."

Original reporting by Byun Su-yeon for Seoul Economic Daily.

AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.

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