夜雨聆风DL Family Office今日宣布，将以外部顾问身份，为KB证券新推出的「KB证券定制（DL Value Alpha）Wrap账户」产品提供专注于中港股票（香港证券交易所上市的中国香港股票）市场的专业模型投资组合。
图1：DL Family Office将为KB证券全新账户提供中港股票模型组合，图片来源：德林家族办公室
该产品主要面向KB证券的个人零售客户，由KB证券总行负责管理。韩国境内的投资者可通过任一KB证券分支机构进行认购，最低认购金额为5000万韩元（约合26万港元）。
DL Family Office总部位于香港，持有香港证监会（SFC）第4类（就证券提供意见）及第9类（资产管理）牌照，在大中华区股票市场具备深厚的专业积淀。此次将与KB证券协同，提供其模型组合及对中港股票的深度研究，提升KB证券在亚洲市场的投资能力。
DL Family Office首席执行官贺之颖表示：“与KB证券的此次合作，标志着DL Family Office将自身在亚洲市场的专业能力延伸至更广泛的投资者群体。KB证券隶属于韩国最大金融集团KB金融集团，是该集团旗下的旗舰券商。通过携手，我们将借助‘KB定制（DL Value Alpha）Wrap账户’，为客户提供精准捕捉中港股票增长机会的高质量模型组合，努力为客户创造更优的投资回报。”
DL Family Office未来将继续拓展与全球顶尖金融机构的战略合作，致力于为客户提供差异化的投资解决方案。
· DL Family Office 提供全方位的联合家族办公室服务，包括现金管理、创业投资、家族信托、保险业务、固定资产投资、企业整治、慈善事业、身份规划、教育咨询及媒体公关等。持有香港证监会牌照，可从事第四类（就证券提供意见）和第九类（资产管理）受规管活动。
媒体联络：
DL Family Office
香港总部电话：
+852 3975 0622 | 电邮：ops@dl-family.com
图2：投资组合构建方案，图片来源：KB证券
DL Family Office announced today that it will participate as an external advisor in KB Securities’ newly launched KB Head Office Customized (DL Value Alpha) Wrap Account, providing specialized model portfolios focused on China & HK Stock （listed on the HKEX）.
The product is designed for KB Securities’ retail clients and is primarily managed by the KB Securities Head Office Wrap Operation Department. Clients can subscribe through any KB Securities branch nationwide in Korea, with a minimum subscription amount of KRW 50 million (approximately HKD 260,000).
As a Hong Kong-based multi-family office licensed by the Securities and Futures Commission (SFC) for Type 4 (advising on securities) and Type 9 (asset management) regulated activities, DL Family Office brings deep expertise in Greater China equity markets. It will contribute model portfolios and in-depth research on China & HK Stock （listed on the HKEK） to enhance the product’s Asian investment capabilities.
Crystal He, CEO of DL Family Office, stated, “This partnership with KB Securities marks a significant step in extending DL Family Office’s Asian expertise to a broader investor base. By collaborating with KB Securities — the leading securities subsidiary of Korea’s largest financial group, KB Financial Group — we will provide high-quality model portfolios through the ‘KB Head Office Customized (DL Value Alpha) Wrap Account’ that precisely capture growth opportunities in Chinese Mainland and HKSAR, contributing to better investment outcomes for clients.”
DL Family Office plans to continue expanding strategic collaborations with leading global financial institutions to deliver differentiated investment solutions to its clients.
· DL Family Office provides a full range of multi-family office services, including cash management, venture capital investment, family trust, insurance, fixed income investment, corporate remediation, philanthropy, residency planning, education consulting and public relations. Licensed by the SFC to engage in Type 4 and Type 9 regulated activities.· KB Securities is a leading investment bank and securities firm headquartered in Seoul, providing full-spectrum financial services across Global Business, Wealth Management, Investment Banking, and Sales & Trading. As a key player in Korea's capital markets, KB Securities delivers strategic insight and execution excellence to clients navigating today's dynamic financial landscape.
For media inquiries:
DL Family Office
Hong Kong Headquarters
Tel: +852 3975 0622 | Email: ops@dl-family.com
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