Yuanta Bank Opens Asia New Bay Branch, Integrating Wealth Management, Family Asset Planning, and Cross-Border Financial Services

Yuanta Bank, responding to the government's initiative to promote Taiwan as an Asian asset management center, has deepened its presence in the high-net-worth financial services market by officially establishing the 'Asia New Bay Branch' in Kaohsiung's Asia New Bay area. In addition to its existing expertise in wealth management, the branch integrates cross-border financial services and family asset planning to provide entrepreneurs and high-net-worth clients with comprehensive and diversified financial solutions, demonstrating Yuanta Bank's strategic direction of actively aligning with global asset management trends. Following the establishment of the Asia New Bay Branch, Yuanta Bank will further integrate resources across the Yuanta Financial Holding Group to enhance service depth and synergies, strengthening its capacity in high-net-worth financial services.

Yuanta Bank notes that as high-net-worth clients increasingly demand global asset allocation, wealth growth, and family succession planning, the Asia New Bay Branch simultaneously offers customized wealth management and family financial services to assist clients with long-term asset management and financial arrangements. Services include asset allocation, trust planning, integrated tax and legal advisory, business succession, and family inheritance planning. Through a team of professional advisors and an integrated financial platform, the branch delivers one-stop, professional family office services tailored to high-net-worth clients.

Moreover, the Asia New Bay Branch actively participates in the pilot programs of the Kaohsiung Asset Management Zone, introducing diverse financial services such as Lombard Lending (portfolio financing), insurance policy/premium financing, trust-based purchases of unlisted financial products, and private placement products. These offerings provide more flexible and internationally oriented asset management solutions. By leveraging the integrated resources of Yuanta Financial Holding (2885-TW)—including banking, securities, asset management, and life insurance—the branch helps clients seize cross-border asset allocation and global investment opportunities while ensuring efficient fund deployment and portfolio flexibility.

Yuanta Bank highlights that the Kaohsiung Asia New Bay area possesses advantages as an international port city, industrial cluster, and site of major infrastructure developments. With the continuous growth of technology industries, international business, and demand for high-net-worth financial services, the area is gradually evolving into a hub for international asset management and premium financial services. The establishment of Yuanta Bank’s Asia New Bay Branch enables high-net-worth clients to access private-bank-level financial services locally, marking a new chapter in asset management.