WOORI INVESTMENT SECURITIES

Investment Banking

The IB division is committed to building a comprehensive product lineup and enhancing service quality to meet diverse investment demands from clients.

Leveraging our financial group's capabilities not only in traditional assets such as equities and bonds but also in alternative investments, including private equity funds, we provide advanced and valuable customized solutions to clients.

As a specialized investment bank, we differentiate ourselves through strategic advisory services such as mergers and acquisitions at various growth stages, capital raising, and risk management, facilitated through communication with innovative growth companies, mid-sized enterprises, and other institutional clients.

Major IB Services

Sales & Trading

Woori Investment Securities is a market-leading company that provides risk management, financial products, and financing solution required in financial market.

Based on expertise in financial and real asset, we possess outstanding capabilities in areas including investment, fundraising, market analysis, and securities issuance.

We are committed to supporting the growth of corporate clients in need of capital by providing liquidity in a timely manner.

Our Sales & Trading division leverages the resources of Woori Financial Group, including banking, insurance, asset management, and capital, to deliver new value to institutional investors.

In particular, we go beyond merely suggesting financial products and offer opportunities to participate in all areas of finance industry to help achieve investment goals.

Retail

Woori Investment Securities prioritizes client needs first. We identify financial clients need and accompany clients at all stages of investment.

Ensuring professionalism through the analysis of market trends and comprehensive evaluation of client challenges, we provide One-Stop Financial Solutions based on the Woori Financial Group's network.

The Retail division contributes to achieving financial goals by effectively growing and managing individual and corporate clients' assets.

We offer comprehensive services to meet various financial demands, including brokerage services based on digital platforms and customized consulting services with asset management professionals, targeting all investors from those preferring direct investment to those preferring customized wealth management services.

Fund Supermarket

The Fund Supermarket is an online fund sales platform offering reasonable costs and diverse products.

It was introduced to the domestic market in 2014 after successful adoption in advanced markets such as the United States and the United Kingdom and is currently provided exclusively through Woori Investment Securities.

The Fund Supermarket, established by asset managers, fund assessors, and relevant government agencies to revitalize online fund markets, is a neutral channel that prioritizes client interests and operates.

Reasonable Investment Costs

The Online Super (S) class funds available exclusively on Fund Supermarket have no upfront fees and annual fees are one-third of offline classes, allowing clients to achieve greater profits when investing in the same fund.

Diverse Investment Products

Clients can easily compare and select various products such as public/private funds, pension/retirement funds, and ETFs, enabling them to design investment strategies tailored to their investment preferences and goals.

Optimized Pension Investment

Fund Supermarket offers a platform optimized for pension investments, with lower sales commissions advantageous for long-term investments. Clients can rebalance their portfolios freely without worrying about fees, making it ideal for pension savings accounts (free of trading commissions) and IRP accounts (free of management and asset management fees).

Difference in upfront fees by fund class

Above illustration complies with internal
compliance guideline