Tag : ctbc

Foreign groups dominate Taiwan’s wealth industry, but fast-growing domestic players are pushing hard to gain market share.

The firm is planning a robo-advisory platform, but has ruled out working with technology vendors because it feels their aims are overly short-termist.

From October 15 overseas managers will be subject to stricter rules in Taiwan, making access more difficult for smaller players above all. There is already evidence of this having an effect.

Juan Li, senior vice president of wealth management products at Taiwan's CTBC, outlines the selection and onboarding process at the country's biggest bank by fund sales.