Shinhan Financial Group will bring together its major affiliates to address the top investment concerns of wealthy clients — from interest rate and currency swings and tax code changes to domestic and overseas stock markets and real estate. The group plans to present second-half investment strategies and wealth management guidance for roughly 1,000 clients holding at least 1 billion won ($720,000) in financial assets, helping them respond to a rapidly shifting market environment.
Shinhan Financial said on the 10th that it will hold a group-wide wealth management forum, "Shinhan Premier Pathfinder Hyeahn 2026," on the 31st at Dragon City in Yongsan, Seoul. Centered on its banking and securities units, the event also draws in the group's card, life insurance and asset management affiliates, marking Shinhan's first joint group-wide wealth management forum.
The forum will address, in turn, the key variables shaping wealthy clients' investment decisions, spanning macroeconomics, taxation, stocks and real estate. Oh Kun-young, head of Shinhan Premier Pathfinder, will assess market trends under the theme "2026 Global Macro Insight — Surviving Sharp Swings in Rates and Exchange Rates." Deputy head Lee Jeom-ok will then explain investment strategies tied to tax changes through a session titled "How Tax Law Reshapes Investment Strategy — Tax Trends Seen Through the 2026 Tax Code Revision."
On the stock market, panel discussions will follow under the themes "Second-Half 2026 Investment Insight," "Sector Investment Strategy for Domestic Stocks" and "Global Stock Market Outlook and Top Picks." The sessions will focus on investment directions by sector in the domestic market and on the market outlook and promising destinations in global markets.
Real estate and the investment trends of high-net-worth individuals will also feature as major sessions. Senior analysts Woo Byung-tak and Yang Ji-young will analyze how tax changes could affect the property market under the theme "Tax Changes and the Outlook for the Greater Seoul Property Market." Senior analysts Ahn Sung-ho and Kim Dae-su will examine the investment flows and wealth management strategies of the wealthy through "2026 Rich Trends — How Do Korea's Top 1% Invest?"
Golf coach Pak Se-ri will lead a special talk. Drawing on the crises and decision-making experienced during a playing career, Pak plans to deliver a message on the judgment and mental management needed when market volatility rises.
Separate from the lectures, the event will set up advisory spaces where clients can review their individual asset situations directly. Inside the venue, one-on-one consulting booths staffed by tax, real estate and portfolio experts will be set up alongside financial booths for each group affiliate. Group companies including Shinhan Asset Management will take part so that clients can receive advice tailored to their areas of interest.
Attendance has been expanded beyond existing Shinhan Premier clients to include users of "Shinhan Premier Workplace WM," among them Shinsegae VIP customers. Starting on the 10th, Shinhan Financial will also take applications through its integrated app "Shinhan Super SOL," selecting attendees by lottery.
A Shinhan Financial official said the event was prepared by mobilizing the full wealth management capabilities of the group, adding that it would continue to provide asset allocation strategies and tailored solutions that give clients "insight" in a difficult market.
