Forum tackles top 10 concerns of high-net-worth clients
From finance to lifestyle, all under one roof
Shinhan Financial Group concluded its integrated wealth management forum "Shinhan Premier Pathfinder Hyean 2026" on Monday, hosting more than 1,000 high-net-worth clients at the event.
Shinhan Financial Group Chairman Jin Ok-dong opened the afternoon forum at Seoul Dragon City in Yongsan-gu, Seoul, saying the core duty of a financial company is to safely manage and protect its customers' assets. "Shinhan Premier Pathfinder, which has broken down the boundaries between banking and securities, will fulfill its obligations to customers and become a trustworthy partner," he said.
One-on-one consultation booths staffed by Shinhan Premier Pathfinder specialists drew a steady stream of attendees even before the event officially began, with all reservation slots filled within an hour of opening. A Shinhan Financial official said the forum incorporated "Path #10," a suite of specialized solutions addressing the top 10 concerns of high-net-worth clients that the group has offered since this year. Key topics include asset allocation following real estate sales, business succession, post-retirement cash flow and global investment, the official said.
The seminar opened with a lecture by Oh Geon-young, head of Shinhan Premier Pathfinder, on global macro insights for 2026. Oh examined growth rates, interest rate trends and the impact of the AI revolution on asset allocation, and outlined strategies for repositioning portfolios in response to shifting market conditions. Discussions then turned to tax-saving strategies amid regulatory changes and the outlook for domestic and overseas equity and real estate markets.
Park Se-ri, former head coach of South Korea's national golf team, appeared as a special guest speaker and shared her experiences overcoming adversity on the world stage and the decision-making approach she developed along the way. Park drew a parallel between golf and wealth management, saying both require minimizing mistakes and sustaining oneself over the long term rather than chasing short-term results.
"Whether things are going well or not, the mindset of keeping yourself in check is what matters," Park said. "You may feel angry, down or elated depending on the situation, but ultimately you have to stay composed." She also reflected on how her perfectionism and relentless self-discipline had at times pushed her too hard, adding: "I tell younger players not to be too hard on themselves — they need to know how to look after themselves and show themselves some care."
The venue also featured booths showcasing key group services, including Shinhan Super SOL, Shinhan Asset Management's SOL ETF, Shinhan Life Care's Solace program and Shinhan Card's VIP card. External partners — Genesis, Sisley and Orthomol — also participated, presenting a program that spanned both finance and lifestyle.
forest@heraldcorp.com
