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Innovation financial Service
KB Securities

Company Information

Company Information
Company name (English) KB Securities
CEO Sunghyun Kim & Hongku Lee
Date of establishment 1962.07.14
Number of employees 3,002
Capital 1,493,102 million KRW
Enterprise classification (1) Conglomerate
Enterprise classification (2) Financial company
Financial Area Capital Markets/Asset Management
Business type B2C, B2B, B2G
Services Capital market, Asset management
Service Technology AI
Address 50, Yeouinaru-ro, Yeongdeungpo-gu, Seoul 07328, Korea

Contact Information

Contact Information
Company number 02-6114-0114
Contact Point (Position) Kim Dae-Yong Manager
Contact Number 02-6114-0293
Contact E-mail daeyong.kim@kbfg.com

Company introduction

KB Securities, leveraging the stability and the brand power that come from being a major wholly-owned subsidiary of KB Financial Group, has been steadily growing together with our clients, making good on our vision as “the most trusted lifelong investment partner with unparalleled expertise and bold innovation.”

KB Securities offers the ultimate investment services for all, with our Wealth Management division helping retail clients build a more prosperous future by providing comprehensive asset management services, the market-leading Investment Banking division serving institutional clients with optimized financial solutions for growth, and the Sales and Trading division managing a wide range of investment assets.
KB Securities is also seeking to expand globally, focusing on New York and Hong Kong among developed markets, and expanding our presence in Indonesia and Vietnam among emerging economies.

Also, KB Securities pledges to live up to its core behavioral values of stronger accountability and business ethics required of financial investment firms, and spearhead ESG management emphasizing the social responsibilities of financial intuitions.
Under the slogan “KB Securities taking care of the world,” we plan to take part in diverse activities that would add value to the environment and society.

Information on the main products and services

KB Securities consists of four areas of business based on target customers and the nature of each business to provide diversified and advanced financial investment services to customers. Each business area provides optimized financial solutions through customer-oriented business strategies.

- Wealth Management : Providing optimal asset management solutions and serving as trusted life-long investment partner to clients
· Providing comprehensive asset management solutions that meet the needs of all clients based on diverse product lineups and professional financial advisory services
· Enhance digital satisfaction with no. 1 financial investment platform and AI-based hyper-personalized asset management services
- Sales & Trading : Having a competitive edge in product lineup and offering optimal investment solutions for institutional investors at home and abroad
· Industry-leading competitiveness in fixed income trading and structured finance
· Offering best investment services with upgraded investment services, diverse product lineup, differentiated platform and global network
- Investment Banking : No.1 IB House: Offering best investment solutions in corporate finance and real estate/structured finance
· Offering IB solutions optimized for clients’ growth phase based on industry-leading, differentiated competencies in corporate finance
· Offering optimal investment solutions based on strong capabilities in real estate and structured finance
- Global Network : Striving for long-term growth via continued expansion of global network
· Increase mass-market clients and improve digital-centric businesses so as to secure leading position in emerging markets
· Expand business portfolio with a focus on IB and global sales in advanced markets

Company history

Company history
2024 01. 01 The inauguration of CEO’s Kim sung-hyun·Lee hong-ku
2022 02. 01 KB Valbury Sekuritas(Indonesian subsidiary) launched
2021 01. 01 KB Fina (digital finance platform) launched
2020 07. 01 JV for AI-powered stock trading service (NCsoft, December & Co.) launched
2017 12. 01 Sold off Hyundai Asset Management

Financial Statements

Financial Statements
Category Most recent year -1 year -2 year
Term 2023-12-31 2022-12-31 2021-12-31
Total Assets 57,828,487 50,650,714 52,570,038
Total liabilities 51,671,275 44,835,176 47,121,884
Total Ownership interest 6,157,212 5,815,538 5,448,154
Capital 1,493,102 1,493,102 1,493,102
Operating revenue 11,240,207 13,976,811 8,360,924
Operating expenses 10,586,671 13,760,015 7,554,436
Net profit during the term 352,363 170,294 597,645
(Unit: 1 million KRW)

Details and outcomes of sandbox designation

Details and outcomes of sandbox designation
Program type Innovation financial Service
Service name 『AI Trading Coach』: A generative AI-based trading coaching service designed to enhance the investment experience of financial consumers.
Key details of the service

- Providing personalized stock diagnosis services utilizing generative AI technology
- Analyzing and diagnosing various information, including domestic and international financial data, financial statements, news, disclosures, etc., while considering customers' financial literacy, and offering tailored investment strategy generation services
- Generative AI explains the generated strategies to ensure customer understanding
- Offering performance tracking and simulation services for both recommended and personalized strategies

Service flowchart
Service flow chart image
Regulations Electronic Financial Supervision Regulation Article 15, Paragraph 1-5
Main Additional Conditions In case of granting an exception for network separation, restrictions are imposed on the range of permissible tasks and obligations to establish and implement security measures, in anticipation of potential information leakage and security breaches in the internal systems.
Date of designation (selection) 2024.12.11
Service launch date

2025.2H

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