Our Wealth Management Business provides tailored wealth management solutions to over 9.2 million clients, combining expert financial guidance with a diverse product lineup and advanced digital platforms.
Our offerings span public and private market products-including funds, wrap accounts, bonds, Individual Savings Accounts (ISA), and Cash Management Accounts (CMA)-designed to meet a wide range of investment goals and risk profiles.
We offer comprehensive financial advisory services covering real estate, tax affairs and holistic portfolio management, delivered by experienced wealth managers. Clients benefit from seamless access to our services, both online and offline, through a nationwide network of branches and our award-winning Mobile Trading System (MTS).
We continue to strengthen our OCIO (Outsourced Chief Investment Officer) platform to deliver sophisticated asset management services for pension funds, public institutions and high-net-worth individuals.
Our Wealth Management business has surpassed 200 trillion won in assets under management as of December 2025, growing 3.3x since 2018 and reflecting strong client confidence.
We offer comprehensive investment products across public and private markets, wrap accounts, bonds, CMAs, and more-accessible via 76 branches and our award-winning mobile platform.
Our flagship platform, KB GOLD & WISE The First, provides ultra-high-net-worth clients with customized family office services, covering asset growth, wealth transfer, and legacy planning.
Our digital MTS platform continues to set the industry standard, recognized with the Consumer's Choice MTS Grand Prize for seven consecutive years. In 2025, it was also ranked No.1 in customer satisfaction among MTS apps by the Korea Consumer Agency and honored with the Best Digital Platform Award, highlighting excellence in usability, performance, and customer experience.
We lead with innovation - offering Korea's first generative AI-based stock intelligence platform and a real-time chat interface to enhance personalized wealth engagement.