精彩回顧 Photo Highlights
臺北全球財富峰會
《亞洲私人銀行家》隆重呈獻首屆臺北全球財富峰會——此為私人銀行、資產管理機構、家族辦公室及所有推動亞洲財富未來發展的投資人所不可錯過的頂尖盛會。
臺灣的發展備受矚目。透過密集的討論與辯論,我們將深入剖析臺灣憑藉世界級科技實力與高技能勞動力所形成的獨特優勢,如何在境內外財富管理領域展現無可比擬的潛能,並揭示未來發展所面臨的機遇與挑戰。
*活動以國語進行,並提供英語同聲傳譯服務。
Taipei Global Wealth Summit
Asian Private Banker proudly presents the inaugural Taipei Global Wealth Summit – the definitive gathering for private banks, asset managers, family offices, and stakeholders driving the future of wealth in Asia.
This is Taiwan’s moment. Its unique position harnessing world-class technological prowess and a highly skilled workforce to deliver unparalleled dual-capability strength in both onshore and offshore wealth management will be explored over an intensive day of discussions and debates that reveal the opportunities and challenges ahead.
*This event will be held in Mandarin, with simultaneous interpretation services available in English.
與會機遇 The Room Where Asian Wealth Happens

掌握頂尖產業洞見
Access to top‑tier industry insights
汲取知識與人脈資源,搶佔台灣躍升亞洲頂級財富中心之先機。
Garner knowledge and networks to position themselves for Taiwan’s explosive growth as Asia’s next premier wealth center.

監管焦點解析
Regulatory spotlight
解讀金融監督管理委員會關鍵改革(數位資產、海外業務單位競爭力、2025輕型家族辦公室及ESG商機),掌握前沿監管趨勢。
Navigate cutting-edge regulation by decoding the FSC’s pivotal reforms (Digital Assets, OBU competitiveness, 2025 Family Office Light and ESG opportunities).

高價值交流平台
High‑value networking opportunities
透過開放對話與高階人脈網絡,共同探討金融科技創新、ESG領導力及私人銀行/家族辦公室發展新局,共塑未來藍圖。
Shape the future with open dialogue and high-level networking around Fintech innovation, ESG leadership, and the evolving private bank/family office landscape.
Event Agenda 活動議程
Registration & Welcome Coffee | 嘉賓報到
Opening Remarks | 開場致詞
Keynote Session | 主題演講
Macroeconomic structural changes and financial market opportunities in Taiwan
台灣經濟結構轉變與金融市場機會
Plenary Discussion | 開幕座談
Taiwan Private Banking’s Sustainable Transformation: From ESG to Wealth Management Competitiveness
台灣私人銀行的永續轉型:從ESG到財富管理競爭力
- How does Taiwan’s growing demand for renewable energy transition and climate resilience create opportunities for climate finance, impact investing and next-gen wealth owners?
台灣正加速再生能源轉型與氣候韌性建設,這將如何為氣候金融、影響力投資及跨代財富继承管理創造新商機? - How is the integration of ESG frameworks into Taiwan’s alternative business model of wealth management & Private Banking investment progressing?
目前台灣財富管理與私人銀行在將 ESG 架構整合至另類資產配置方面的進展如何? - How are Taiwan’s private banks navigating the divergent and evolving ESG regulatory landscape, from Green and Transition Finance Action Plan to IFRS S1 and S2?
從「綠色及轉型金融行動方案」到 IFRS S1 & S2 永續揭露準則,台灣私人銀行如何適應不斷變化的 ESG 監管環境?
Leadership Dialogue | 領袖對談環節
Networking Break | 茶敘交流
Panel Discussion | 專題座談
Taiwan Family Offices: From Family Legacy to Global Strategy
台灣家族辦公室:從家族傳承到全球佈局的投資策略
- As global economic and geopolitical risks drive a new paradigm of resilience, how have Taiwanese family offices recalibrated their strategies recently?
面對全球經濟與地緣政治風險交織的韌性新格局, 台灣家族辦公室近期如何調整策略佈局? - How to adapt global family office best practices to Taiwan and define its role in global asset allocation?
如何將全球家族辦公室的治理經驗成功在地化?台灣市場在全球資產配置中又扮演著什麼樣的關鍵角色? - How can family offices leverage Taiwan’s leading advantages in the semiconductor and AI industries to optimize their alternative asset allocation? What role will AI integration play in the future of wealth management?
家族辦公室如何藉助台灣在半導體與 AI 產業的全球優勢來優化另類資產配置?AI 如何成為驅動未來財富管理的關鍵力量? - How can the Taiwanese wealth ecosystem be assured of regulatory efficiency and favorable tax reforms for family offices?
台灣的財富管理生態圈該如何確保監管效率並落實對家族辦公室友善的稅制改革?
Panel Discussion | 專題座談
Looking Beyond Traditional Portfolio: Inside Taiwan’s Alternative Investment Boom
跨越傳統配置:解析台灣的另類投資熱潮
- How has the market pivoted toward alternatives and what is driving this shift in the investment landscape?
市場關注如何向另類投資新興型態金融轉移?這波投資版圖變遷的關鍵驅動因素有哪些? - Which types of private assets are gaining traction in Taiwan?
哪些類型的私募資產在台灣市場備受青睞? - How are fund managers adapting alternative structures for the Taiwan market, and how do these fit into traditional asset allocations?
基金經理人如何針對台灣市場設計另類投資架構,並將其納入傳統資產配置策略中?
Lunch Break | 午餐暨交流時間
VIP Lunch|VIP 午餐
Keynote Session | 主題演講
A Discussion on the Development of Private Banking in Taiwan
談臺灣私人銀行業務發展
Panel Discussion | 專題座談
The Great Rising: How to develop Taiwan to become Asia’s Premier Wealth Hub
強勢崛起:打造具有臺灣特色的頂尖亞洲財富管理中心
- How can Taiwan’s positive regulatory momentum, tech leadership, and surging wealth catalyse a bigger surge in private investment?
台灣應如何借助積極的法規鬆綁、半導體產業主導地位與激增的民間財富累積,進一步催化投資私人财富浪潮? - How can private banks develop local wealth and attract foreign wealth onshore?
私人銀行應如何深耕本土財富,並吸引境外資金回流? - What key drivers impact PWM product innovation and speed of rollout in the market?
有何關鍵驅動因素影響私人財富管理產品創新與上市速度?
Panel Discussion | 專題座談
Rallies, Risks, and Rotations: Strategic Allocations and the Evolution of Taiwan’s Portfolio
反彈、風險與輪動:台灣資產配置的策略性演進
- How can we balance returns with risk management and customize multi-asset portfolios for Taiwan’s HNWIs in turbulent markets?
面對市場震盪,如何兼顧回報與風險管理並為台灣高資產客群打造客製化的多重資產配置? - How can Taiwan leverage cross-border investment strategies in APAC to unlock innovative investment and financing opportunities?
台灣資產配置如何藉助亞太跨境佈局策略,開拓創新投資與融資? - In light of the tech rally and AI bubble fears, how are investors reweighting their Taiwan equity exposure?
面對科技股上漲與 AI 泡沫的疑慮,投資人如何重新調整其台股曝險比重? - Why is Taiwan’s ETF market gaining traction, and what are its unique strengths?
為何台灣 ETF 市場快速成長,其獨特優勢有哪些?
Closing Panel | 閉幕座談
A Look into the Crystal Ball for The Future of Wealth Management in Taiwan: Strategic Outlook and New Frontiers
透視台灣財富管理的未來:戰略展望與前瞻佈局
- What are the strategic insights and upcoming catalysts that investors aiming to tap into Taiwan should be watching?
對意欲佈局台灣市場的投資人,有哪些戰略洞察與即將到來的市場催化劑需要關注? - How can private banks and wealth managers leverage regional best practices to overcome structural challenges and sustain Taiwan’s industrial edge?
私人銀行與財富管理業者應如何借鏡亞洲其他市場最佳制度設計與實務作法以克服結構性挑戰並延續台灣的產業競爭優勢? - What private market solutions can channel Taiwan’s massive domestic liquidity and export earnings into growth sectors?
有哪些私募市場投資方案能活化台灣充沛的本土資金與龐大的出口收益並將其有效導向成長型產業? - How big a role will private market solutions play in the next three-to-five years in Taiwan’s private wealth industry?
在未來三至五年內,私募市場投資方案將在台灣私人財富管理產業中扮演多關鍵的角色?
品牌合作機構 Branding Partners
Speakers
Audience Criteria
免費參會資格僅保留給贊助本屆峰會的全球資產管理公司、國內外銀行代表,以及其受邀客戶。此外,亦提供限量名額予家族辦公室、台灣本地資產管理公司、合資格機構投資者、服務供應商、協會,以及政府或監管機構。最終出席資格須經《亞洲私人銀行家》(Asian Private Banker)審核與核准。
Complimentary attendance is reserved for representatives of sponsoring global asset management firms, local and international banks, and their invited clients. A limited number of passes are also available for family offices, local Taiwanese asset managers, service providers, associations, and government or regulatory bodies. Attendance is subject to final approval by Asian Private Banker.
聯繫我們 Contact Us
如欲了解註冊、演講或贊助機會,請發送電子郵件至 [email protected]
Email [email protected] for registration, speaker or sponsorship opportunities.












