Shinhan Investment crosses 100-company MOU milestone for workplace wealth management platform

Shinhan Investment is accelerating its push to expand financial welfare services for corporate employees, moving to capture a larger share of the business-to-business wealth management market as demand for stock compensation programs and retirement pension products grows.

The firm announced Monday that more than 100 companies have signed MOUs this year for "Shinhan Premier Workplace WM," its corporate financial welfare solution. Shinhan Investment plans to expand the service with a goal of signing agreements with 200 companies by year-end.

Shinhan Premier Workplace WM is a B2B financial welfare platform that extends the firm's existing Shinhan Premier wealth management service — previously offered exclusively to high-net-worth individuals — to corporate clients and their employees.

The platform is built around five pillars: stock compensation consulting, corporate cash management, employee asset management and financial education, executive networking, and retirement pension services.

The stock compensation consulting arm covers the full lifecycle of equity reward programs — including stock options, restricted stock units (RSU), restricted stock awards (RSA) and performance stock units (PSU) — from plan design through account opening, payment processing and disclosure monitoring. On the corporate cash management side, the platform offers tailored investment solutions ranging from short-term instruments such as cash management accounts (CMA) and repurchase agreements (RP) to bonds, funds and customized corporate portfolio strategies.

For employees, the platform provides asset management and financial education through more than 20 courses covering investment strategy, taxation and real estate, with customized programs and one-on-one consulting matched to job level and asset size. A "Connect Forum" helps CEOs, CFOs and other senior executives at major companies build professional networks.

The retirement pension segment offers comprehensive solutions across all plan types — defined benefit (DB), defined contribution (DC) and individual retirement pension (IRP) — with a current product lineup of 2,473 options. In the second half of this year, the firm plans to introduce robo-advisor discretionary management and an ETF automatic purchase accumulation service.

Underpinning the platform is "Shinhan Premier Pathfinder," a team of 100 specialists across eight fields — investment strategy, portfolio management, equities and sectors, investment products, real estate, taxation, corporate solutions, and inheritance and gift planning. The team delivers customized advisory services to both companies and their employees under a unified one-team structure.

Partner companies have shown particularly strong interest in stock compensation consulting and employee financial education, according to Shinhan Investment. The firm also noted rising demand for retirement pension services, driven by a growing share of performance-linked products within DC and IRP plans.

Alongside its corporate welfare service expansion, Shinhan Investment is strengthening its customer feedback system. The firm operates a feedback loop running from receiving customer input through to sharing improvement outcomes, and is working to enhance the customer experience through advisory panel meetings and an in-branch improvement program.

"Shinhan Premier Workplace WM goes beyond simple employee benefits — it supports both the sustainable growth of companies and the financial security of their employees," said Jeong Yong-uk, president of Shinhan Premier. "We will continue to sharpen our service competitiveness with the goal of partnering with 200 companies by year-end."