| Software Industry | Information Technology Sector | Mr. Qing Long Lin CEO | TWSE Exchange | TW0002471000 ISIN |
| TW Country | 318 Employees | 20 Jul 2023 Last Dividend | 28 Aug 2002 Last Split | - IPO Date |
Founded in 1961 and headquartered in Taipei, Taiwan, Yuanta Financial Holding Co., Ltd. is a comprehensive financial services company. It has carved a niche for itself in Taiwan's financial market, offering an extensive array of services across various segments including Banking, Securities, Futures, Insurance, and Others. Through its diversified operations, Yuanta has positioned itself as a one-stop-shop for both personal and corporate banking solutions, wealth management, financial advisory, and investment consulting services among other financial instruments and asset management services.
Banking Services: Catering to both personal and corporate clients, these services encompass a broad range of banking solutions designed to meet the financial needs of different customer segments.
Wealth Management: Offering tailored financial planning and investment solutions aimed at wealth accumulation, preservation, and transfer to meet the unique needs and goals of individual clients.
Securities Services: Includes securities brokerage, trading, lending, underwriting, and financing services. It also covers registration and transfer agency services, providing comprehensive support for securities transactions.
Futures Trading: Providing futures dealing assistance along with futures management, consulting, and contract trading services to help clients navigate the futures market.
Derivative Financial Instruments: Engages in transactions like interest rate swaps, asset swaps, structured notes, and issuing call (put) warrants, offering sophisticated solutions for risk management and investment opportunities.
Investment Consulting: Specialized consultancy services for securities investment trust and consultancy business, emphasizing strategic investment planning and advice.
Insurance Services: Ranging from life, medical, accident injury to investment-oriented insurance products, offering comprehensive insurance solutions through its brokerage and agency services.
Asset Management: Includes management of mutual funds, private funds, and venture capital funds, along with derivative instruments brokerage and dealing services, aimed at optimizing investment returns.
Additional Financial Services: The company also delves into leasing, investment trusts, credit loan business, and the provision of monetary debt management services for financial institutions. This is complemented by offering information services and involvement in investment intermediaries, trust services, financial advisory, and discretionary account services among others.
Economic and Business Consultancy Services: Offering enterprise management, business information, and economic and trade consultancy services along with marketing strategy, plan, and technical promotion services to support business growth and operations.