Taipei Global Wealth Summit
臺北全球財富峰會

Taipei | 28 April

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

08:15 - 09:00

Registration & Welcome Coffee | 嘉賓報到

09:00 - 09:05

Opening Remarks | 開場致詞

Speaker:
09:05 - 09:20

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

Speaker:
09:20 - 10:00

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?
Moderator:
Panelists:
10:00 - 10:20

Leadership Dialogue | 領袖對談環節

Moderator:
Panellist:
10:20 - 10:50

Networking Break | 茶敘交流

10:50 - 11:30

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?
Panellists:
11:30 - 12:10

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?
Moderator:
Panelists:
12:10 - 13:20

Lunch Break | 午餐暨交流時間

12:00 - 13:00

VIP Lunch|VIP 午餐

13:20 - 13:35

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

Speaker:
13:35 - 14:15

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?
Moderator:
Panelists:
14:15 - 14:55

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?
Panellists:
14:55 - 15:35

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?
Moderator:
Panelists:
Andrew Shale
Founder and Chief Executive Officer, Asian Private Banker

Andrew Shale is the CEO and founder of Asian Private Banker, established in 2009.

He has over 35 years of business-to-business finance and financial media experience. In addition to a profound interest in media, this includes in-depth sales experience in equity brokerage and derivatives trading.

He is responsible for both the strategic direction and day-to-day operations of APB and for identifying and driving sustainable growth opportunities across the region for all business verticals.

A graduate in Modern Chinese from the University of Leeds, Andy has assisted in developing business for companies including: Global Sources Media, Euromoney, WI Carr, Indosuez, CLSA and Shanghai International Securities.

Dr. Yi-Cheng Kao高一誠
President | 院長 , Taiwan Academy of Banking and Finance

Dr. Yi-Cheng Kao is the President of the Taiwan Academy of Banking and Finance, the foremost non-profit institution serving Taiwan’s banking industry, and a trusted platform promoting the development and advancement of Taiwan’s financial services. Dr. Kao holds a Ph.D. in International Business from National Taiwan University (NTU) and has served as Associate Professor of Economics at Fu Jen Catholic University and Adjunct Associate Professor at NTU. His tenure at Chung Yuan Christian University (CYCU) included significant contributions to institutional research, development, and accreditation through various administrative roles. Dr. Kao has been recognized for his dedication to education and research, receiving honors such as the Outstanding Mentor Award from CYCU and the Outstanding Teaching Award from NTU. His advisory work with the Executive Yuan’s Economic Development Committee reflects his commitment to fostering inclusive finance and sustainable growth, with a focus on internationalization of Taiwan asset management and promoting equitable economic development.

Louis L.Y. Chang張綸宇
Chief Sustainability Officer, E.SUN Financial Holding Company

Louis Chang is the Chief Sustainability Officer of E.SUN Financial Holding and SEVP of the Corporate Banking Group at E.SUN Bank. He previously served as the Head of the Private Banking and Wealth Management Group at E.SUN Bank.

He has formulated business strategies for wealth management, private banking, and high-net-worth segments, promoting the integration of global asset allocation, long-term value investing, and sustainability into asset management and succession planning to assist clients in navigating international markets and intergenerational challenges.

In his role as Chief Sustainability Officer, he is dedicated to driving E.SUN’s sustainability development and low-carbon transition, incorporating climate risk and industrial transition analysis into investment and lending decisions.

In 2023 and 2024, Louis represented E.SUN as a keynote speaker at the World Biodiversity Summit (WBS) during Climate Week NYC for two consecutive years. Furthermore, during COP30 in 2025, he was invited to the World Climate Summit (WCS) to share E.SUN’s practical experience in deepening climate resilience and advancing low-carbon transition, demonstrating the proactive commitment of Taiwan’s financial industry in the face of climate challenges.

By combining his expertise in private banking, wealth management, corporate banking, and sustainable development, he aims to foster collaboration across banking, securities, asset management, and insurance to maximize financial holding synergies, providing clients with tailored and forward-looking solutions that balance wealth growth, risk management, and sustainable legacy planning.

Derek Mei梅以德
CEO, E.SUN Asset Management Co., Ltd.

Derek Mei is the CEO of E.SUN Asset Management Co., Ltd. and a distinguished leader in Taiwan's asset management industry. With over 20 years of professional experience in wealth and asset management, Derek has made significant contributions across product development, marketing strategy, channel management, and institutional business. He is widely recognized for his profound market insights and exceptional strategic execution.

As the leader of E.SUN AM, Derek is responsible for the company’s overall business development. This includes the development and distribution of mutual funds and ETF products, as well as providing specialized discretionary investment services deeply rooted in the Taiwanese market.

Recent Key Contributions:

  • Diversified Product Development: Under his leadership, the Assets Under Management (AUM) has achieved steady growth. In March 2025, he successfully launched E.SUN AM’s first ETF product and continues to oversee the planning of precision-targeted products to meet market demand.
  • Institutional Advisory Excellence: Derek led his team to be selected as the professional investment advisor for the Private School Teachers Pension Fund, serving 349 schools and 45,000 faculty and staff members.
  • Strategic Resource Integration: He has effectively integrated onshore and offshore resources to drive the continuous expansion of the discretionary mandate business.
  • Expansion of Asia Asset Management Center Initiatives: In active response to government policy, he spearheaded the launch of multi-channel non-securitized fund distribution and External Asset Management (EAM) business, further enhancing the brand's international competitiveness.

Dr. Niven Huang黃正忠
Managing Director, KPMG Sustainability Consulting, Taiwan

Dr. Niven Huang is the Managing Director of KPMG Sustainability Consulting in Taiwan since 2013 and the former Head of ESG, KPMG Asia Pacific. Before joining KPMG, he was the Secretary General of the BCSD- Taiwan for 16 years and a pioneer in Asia Pacific for promoting CSR/ESG, sustainability reporting, sustainable finance and carbon management.

During the period of 2012 to 2015, he was the Chairman of the Advisory Board of the Association of Sustainable and Responsible Investment in Asia (ASrIA). Dr. Huang sits on the jury panels of some public and private Awards of CSR, Excellence in Environment, and Sustainability in Taiwan and Asia.

He is also an associate professor of leading MBA and Executive MBA programs in Taiwan since 2008 and adjunct professor of The School of Banking and Finance (SBF) at National Sun Yat-sen University and National Chengchi University since 2025.

Tina Chang張庭瑋
Associate Director, Sustainable Investing, Fidelity International

Tina Chang is Associate Director, Sustainable Investing for Fidelity International.

Based in Hong Kong, Tina mainly engages with investee companies in North Asia on a broad range of ESG topics to encourage improvements as they advance in their sustainable journey. She also works closely with sector analysts and portfolio managers to conduct company-level ESG analysis to enhance investment decision.

Prior to joining Fidelity in 2022, Tina was the Vice President of Investment Stewardship at BlackRock for the Greater China markets.

Tina holds a Master of Global Affairs from the Munk School of Global Affairs and Honours B.A. with double major in Economics and International Relations at University of Toronto.


張庭瑋是富達國際的永續投資副總監。

她常駐香港,主要與北亞地區的投資企業就廣泛的 ESG(環境、社會與公司治理)議題進行交流,鼓勵他們在永續發展的進程中持續進步。她與產業分析師及投資組合經理密切合作,進行企業層級的 ESG 分析,以強化投資決策。

在 2022 年加入富達之前,張庭瑋曾擔任貝萊德(BlackRock)大中華區市場的投後管理副總監。

張庭瑋擁有多倫多大學蒙克全球事務學院的全球事務碩士學位,以及多倫多大學經濟學與國際關係雙學位榮譽學士。

Sam Lin林尚愷
CEO of Private Banking & Strategic Wealth Clients Group | 私銀暨高端理財事業總處執行長, Taishin International Bank

Mr. Lin is the CEO of Private Banking & Strategic Wealth Clients Group, Taishin International Bank, one of the cornerstone institutions of Taiwan’s financial sector. In addition to his role as CEO, he serves as the Executive Vice President of TS Financial Holding Co., Ltd. and Vice Chairman of Taishin Securities Investment Trust Co., Ltd., where he oversees strategic growth and investment management for the group.

Mr. Lin is a seasoned veteran of the financial and professional services industries, with a distinguished career spanning over 35 years. Before ascending to his current leadership roles, he spent nearly two decades in senior management at Taishin International Bank. His extensive background also includes serving as the Head of Taiwan for UBS Global Asset Management (UBSGAM) from 1997 to 2004, and a 13-year tenure as President at Deloitte, where he led major advisory and corporate initiatives.

His deep expertise in the Asian financial markets is complemented by a strong academic foundation in the United States. Mr. Lin holds a degree in Accounting from Claremont McKenna College and a degree in Economics from Pomona College.

Paul You尤昭文
Chairman | 理事長, Securities Investment Trust & Consulting Association (SITCA)

Mr. Chou-Wen You currently serves as Chairman of First Securities Investment Trust and First Financial Private Equity Co., Ltd. With a distinguished career spanning over 25 years in Taiwan's asset management industry, he has built exceptional expertise across investment trust companies, securities firms, and large multinational financial institutions. 

His diverse professional background encompasses foreign investment operations in Hong Kong, leadership roles in state-owned enterprises, and valuable manufacturing experience gained during his 3 years at Yong Hua Machinery Industrial Co., Ltd. With a diverse perspective and a philosophy of "doing good through financial products," Mr. You has been dedicated to driving industry innovation and institutional reform. He is committed to developing alternative investments and fostering multi-dimensional balanced development across industries. His vision is to create a new landscape for Taiwan's asset management industry, generating mutual benefits for "investors, industries, and Taiwan" as a whole.

Grant Ko葛綸
Founding Partner and Chairman, Wisdom Group Holdings Limited

Mr. Ko has over 26 years of experience in the financial services industry. He advises high-net-worth families, individuals, and corporate clients across Greater China on wealth planning, portfolio management, and diversified investment solutions across equities, foreign exchange, and fixed income.

Throughout his career, he has held key leadership roles in the private banking divisions of major global financial institutions, serving as a Senior Investment Advisor and later as a Cluster Head overseeing ultra-high-net-worth client teams, building deep expertise in wealth management.

Currently, he is the founder of a leading multi-family office with business across Hong Kong, Singapore, and Switzerland.

葛先生在金融服務業擁有超過26年的經歷,專為大中華地區的高資產淨值家族、個人及企業客戶提供財富規劃、投資組合管理,以及涵蓋股票、外匯與固定收益等多元投資商品的諮詢服務。

在過去的職業生涯中,他曾於大型國際金融機構的私人銀行部門擔任資深投資顧問與超高資產淨值客戶團隊主管,累積了深厚的財富管理實務經驗。

目前,他為一家業務橫跨香港、新加坡與瑞士的頂尖聯合家族辦公室之創辦人。

Woon Shiu Lee李文修
Group Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank

Woon Shiu Lee, Group Head of Wealth Planning, Family Office & Insurance Solutions, has over 30 years' experience advising ultra-high-net-worth families. A recognised leader in the family office, family governance and philanthropy practice, he applies the principles of teamwork to wealth management.

At DBS, he spearheaded award-winning succession planning and family office solutions, including the world’s first bank-backed trustee crypto trust solution and the world’s first bank administered Multi Family Office VCC solution. Concurrently an Adjunct Associate Professor at the Wealth Management Institute at the Nanyang Technological University of Singapore, he is also an alumnus of Yale University and National University of Singapore. Woon Shiu is frequently featured in major media, sharing his views on family business succession, family governance, and family offices.

李文修 (Woon Shiu Lee) 先生現任星展銀行財富規劃、家族辦公室與保險業務董事總經理兼業務集團主管,擁有逾30年服務超高淨值家族的經驗。身為家族辦公室與慈善事務策略領域公認的領導者,李文修先生在星展銀行主導了屢獲殊榮的解決方案,其中包括全球首家銀行提供加密貨幣信託服務。他同時是新加坡南洋理工大學財富管理學院的兼任副教授,也是耶魯大學和新加坡國立大學的校友,擁有法律學士學位二級甲等榮譽和眾多專業認證。李文修先生常受訪於主流媒體,針對家族傳承與治理提供精闢見解。

CY Huang黃齊元
Founding Chairman|創會理事長, Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT)

Mr. Huang is President of FCC Partners, a leading investment bank in Asia with offices in Taipei, Shanghai, Singapore, and Ho Chi Minh City. He is also a Partner of AIM Ventures, and the Vice-Chairman of the K.T. Li Foundation, which has strong connections with the semiconductor industry.

In addition, he is the Founding Chairman of Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT), and Founder of the Southeast-Asia Impact Alliance (SIA). Mr. Huang is one of the most experienced investment bankers in Asia, with over 35 years of experience in Taiwan, Hong Kong, and China. He is an influential opinion leader and has been extensively interviewed by international media.

 Prior to FCC Partners, Mr. Huang was Vice Chairman of Polaris Financial Group (2000–2010), Vice Chairman of WI Harper (1998–2000), Managing Director of CLSA (1994– 1998), President of Jardine Fleming Taiwan (1988–1994), and JP Morgan (1987–1988). 

Mr. Huang holds an MBA from Stanford (1987).

Pak-Seng Lai賴柏盛
Managing Director and Head of Asia Private Wealth Distribution | 亞太區董事總經理兼私人財富分銷主管 , Coller Capital

Pak-Seng is a Managing Director and Head of Asia Private Wealth Distribution, and is based in Hong Kong. He has held similar role at Blue Owl Capital. Before that, he was a Managing Director and Head of Private Markets APAC at UBS AG. Before UBS, he was a Managing Partner of two China private equity funds. He was the Head of Asia and Managing Director of HQ Capital, a global alternative investment firm. Before HQ Capital, he was the Head of Investment Process at Schroder Adveq, a global private equity fund of funds based in Switzerland. Previously, he held positions at Transpac Capital and Singapore Technologies, where he was primarily engaged in private equity investments in Asia. He has also worked at PricewaterhouseCoopers.

Pak-Seng earned an MBA from the MIT Sloan School of Management and a BA from National University of Singapore.

賴先生是Coller Capital亞太區董事總經理兼私人財富分銷主管。此前,他是Blue Owl Capital 亞太區董事總經理兼私人財富主管 和瑞士銀行的董事總經理兼亞洲私募投資主管。他擁有超過20年的國際私募投資經驗。他曾任2家中國私募基金的管理合夥人。他曾任HQ Capital 的董事總經理兼亞洲投資主管。 HQ Capital是一家國際私募投資公司。他也曾任Schroder Adveq的投資流程主管。 Schroder Adveq是一家瑞士的國際私募投資公司。此前,他曾在Transpac Capital和新加坡科技公司擔任職務,負責中國私募投資。他也曾在普華永道會計師事務所工作。

賴先生擁有麻省理工學院斯隆管理學院的MBA學位和新加坡國立大學的學士學位。

William Wang王楠淵
Chairman and President, Shin Kong Mitsukoshi Venture Capital

Mr. Nan-Yuan Wan (William) currently serves as the Chairman of SKM VC. Under his leadership, the CDIB-SKM Fund—a co-GP between Shin Kong Mitsukoshi (SKM) and China Development Industrial Bank (CDIB)—successfully reached its original target in just over six months, spanning from February to October 2025.

Prior to his tenure at SKM, Mr. Wang held several prestigious positions, including roles at Morgan Stanley and the private equity firm AB Value. He also served as the Senior Investment Director for CP Group, the largest conglomerate in Thailand.

Mr. Wang holds an MBA from London Business School (LBS) and a Bachelor’s degree in Finance from National Taiwan University (NTU).

王楠淵 (William Wang) 先生現任新光三越創投 (SKM VC) 董事長。在王先生的領導下,由新光三越與中華開發 (CDIB) 共同管理 (Co-GP) 的「新越開發基金 (CDIB-SKM Fund)」,於 2025 年 2 月至 10 月短短半年多內,便達成原定籌資目標。

在加入新光三越之前,王先生曾於多間國際頂尖機構擔任要職,包括摩根士丹利 (Morgan Stanley)、私募基金 AB Value,以及在泰國最大企業集團——卜蜂集團 (CP Group) 擔任資深投資總監。

王先生擁有倫敦商學院 (London Business School, LBS) 的工商管理碩士 (MBA) 學位,以及國立台灣大學 (NTU) 財務金融學系的學士學位。

Dennis Yang楊琦
Director, Private Wealth | 董事, 私人財富, CVC

Dennis is the Director of Private Wealth at CVC. He joined the firm in 2025.
Dennis is a member of the Private Wealth Team and is based in Hong Kong. Prior to joining CVC, he worked at JPMorgan Asset Management as Head of Private Bank Distribution Hong Kong. Dennis has a Master of Economics degree from Macquarie University.

楊琦先生是私人財富團隊的成員,常駐香港。在加入CVC之前,他曾在摩根大通資產管理擔
任香港地區私人銀行分銷主管。楊先生擁有澳大利亞麥考瑞大學經濟學碩士學位。

Yun-chung Wang王允中
Deputy Director General of the Banking Bureau, Financial Supervisory Commission (FSC)

Mr. Wang has served as the Deputy Director General of the Banking Bureau at the Financial Supervisory Commission (FSC) since 2025. In his current role, he oversees the supervision and policy implementation of Taiwan’s banking sector.

Having ascended through the ranks at the FSC—serving as Section Chief, Assistant Director, Deputy Director, Director, and Secretary General—he brings extensive practical experience and professional insights into financial supervision, mergers and acquisitions (M&A), and real estate securitization.

Mr. Wang holds a Master of Laws (LL.M.) from National Chengchi University in Taiwan.

現任金融監督管理委員會(下稱金管會)銀行局副局長,負責協助臺灣銀行業之監督與政策落實。前於金管會銀行局擔任多項要職,曾任銀行局科長、專門委員、副組長、組長、主任秘書等,對於金融監理、併購及不動產證券化均有相當豐富之經歷。

學歷

國立政治大學法律學系研究所碩士

Robert Fuh傅伯昇
Chief Executive Officer-Private Banking | 私人銀行執行長, Cathay United Bank

Robert Fuh has extensive expertise in international investment and wealth management, encompassing global fixed income, equities, alternative investments, and diversified portfolio construction. His earlier role at a distinguished family office sharpened his mastery in global investment strategy, cross-border asset allocation, and succession planning.

As CEO of Cathay United Bank’s Private Banking, Robert is charting its expansion from a strong base in Taiwan into key Asian markets. By leveraging the resources of Cathay Financial Group across banking, insurance, securities, and asset management, he has established a comprehensive one-stop solution platform for high-net-worth individuals and families.

傅伯昇具備深厚的國際投資與財富管理經驗。投資領域涉略廣,涵蓋海外固收商品、海外股票、另類創投及多元資產配置等經驗,曾於家族控股辦公室服務,負責全球投資布局,累積完整的跨境資產與傳承規劃視野。現帶領國泰世華私人銀行,以「立足台灣、放眼亞洲」為策略,整合集團銀行、保險、證券、投信等資源,打造高資產客戶一站式服務平台。

Sammie Lau劉心怡
Director, Global Wealth Solutions | 董事,亞太區私人財富客戶關係與資金募集 , EQT

Sammie Lau joined EQT Partners in September 2024 as a member of the Private Wealth Client Relations and Capital Raising APAC team, based in Hong Kong. In her role as CR Director, she is responsible for overseeing direct client relationships and fundraising efforts across all EQT fund strategies and co-investments for private wealth channels.

Prior to joining EQT Partners, Sammie worked at iCapital, a US based financial technology company, for three years where she supported the growth of iCapital’s Asia business. Prior to that, she worked in the Private Credit and Private Equity Investment team at China Ping An Insurance Overseas (Holdings) Limited. Sammie started her career at the Debt Capital Markets team at Societe Generale Corporate & Investment Banking.

Sammie brings over 13 years of banking, investment and private wealth experience, and holds a Master’s Degree, majoring in Finance at Cass Business School and a Bachelor’s Degree from King’s College London.

劉心怡女士於2024年9月加入EQT Partners,擔任亞太區私人財富客戶關係與資金募集團隊成員,常駐香港。在此職位上,她負責統籌EQT所有基金策略及共同投資產品在私人財富渠道的客戶關係管理與資金募集工作。

加入EQT前,劉女士曾在美國金融科技公司iCapital任職三年,期間協助拓展該公司亞洲業務。此前,她在中國平安保險海外(控股)有限公司私募信貸及私募股權投資團隊工作。劉女士的職業生涯始於法國興業銀行企業與投資銀行部的債務資本市場團隊。

劉女士擁有超過13年銀行業、投資及私人財富管理經驗,持有倫敦卡斯商學院金融學碩士學位及倫敦國王學院學士學位。

Carol Hsieh
Managing Director and Head | 台灣區董事總經理, Synpulse Taiwan

Carol Hsieh is the Managing Director and Head of Synpulse Taiwan, where she leads the firm’s consulting and technology services for the financial sector. With over 25 years of international experience, she specialises in digital transformation and strategy execution within Private Banking and Wealth Management. Carol is known for helping financial institutions navigate complex market evolutions through platform optimisation, AI-enabled solutions, and digital-first strategies, ensuring they maintain a competitive edge while balancing regulatory compliance in a rapidly evolving market.

Carol Hsieh 為星普思(Synpulse)台灣區董事總經理,帶領團隊為台灣金融機構提供管理諮詢與金融科技服務。她擁有逾 25 年的全球實務經驗,深耕於私人銀行與財富管理領域,聚焦數位轉型、策略落地與系統建置。在財管平台數位化、AI智能財富管理及私銀服務優化方面,Carol具備豐富實戰經驗,持續協助客戶在快速變動的金融環境中兼顧合規並創造競爭優勢。

Rena Gu顧沁怡
Head of APAC Solution Engineering | 亞太區解決方案負責人, Aladdin Wealth Tech

Dr. Chen-Shan Chang張振山
Chairman | 董事長, Securities and Futures Institute (SFI)

Dr. Chen-Shan Chang assumed the Chairman of the SFI since December 2025.

Prior to leading the SFI, Dr. Chang served in key leadership positions at the Financial Supervisory Commission (FSC) as the Director General of the Securities and Futures Bureau. He played a pivotal role in shaping Taiwan's capital market policies, particularly in corporate governance and sustainability frameworks. His achievements include deepening corporate governance and sustainability frameworks, enhancing the competitiveness of securities, futures, and investment trust enterprises, and driving product diversification and regulatory innovation.

Dr. Chang holds a Ph.D. in Management from National Taiwan University of Science and Technology and professional qualifications including CPA, CSIA, and CRM. An award-winning official recognized as a Model Civil Servant by the Executive Yuan (2023), he also serves as a Supervisor at the Taipei Exchange (TPEx) and is an active academic researcher.

Jerry Wu吳傳文
Deputy Head of Wealth Management Division, Taipei Fubon Bank

Jerry is deputy head of Wealth Management Division, overseeing WM products and private banking business. He joined Fubon in 2010 as co-head of Financial Market Group and assumed various roles ever since, including responsible officer of Fubon securities HK, head of Financial Market of Fubon Securities and head of Financial Market Division of Taipei Fubon Bank.

Prior to joining the firm, Jerry had worked at Taishin Commercial Bank, KGI Asia, Morgan Stanley Asia, Citibank HK & Taiwan and Bankers Trust Taiwan. He earned a MBA from Drexel University in 1990.

吳傳文先生現任財富管理總處副總處長,負責財富管理產品及私人銀行業務。他於2010年加入富邦,擔任富邦金控金融市場事業群共同負責人,並先後擔任多個職務,包括富邦證券香港負責人、富邦證券金融市場處主管及富邦銀行金融市場總處總處長。

在加入富邦銀行之前,吳傳文先生曾在台新商業銀行、凱基證券亞洲、摩根士丹利亞洲、花旗銀行香港及台灣分行及信孚台灣分行任職。吳傳文先生於1990年獲得卓克索大學工商管理碩士學位。

Frank Shao邵尉
Head of Investment Strategy , CSOP Asset Management

Mr. Frank Shao joined CSOP Asset Management in 2013. As the Chief of Equity Investment, Head of Equity Investment and portfolio manager, he now manages the China New Balance Opportunity Fund (CNBO), which is a UCITS fund, as well as a number of separately managed accounts. CNBO won “I&M Greater China Equity Prize (10 years) ” in 2022 and “China Fund News Yinghua Awards (Overseas)” in 2024. Other mandates under his management also perform well in peers in the long-term.

Mr. Shao has 13 years of professional experience. Prior to joining CSOP, Mr. Shao worked as an analyst with Morgan Stanley. Since joining CSOP, he successively worked as TMT, consumer analyst and portfolio manager. He has established systematic investment framework in terms of relative & absolute return strategies in Greater China equity market. With rich experience in practice, he holds deep insights and special viewpoints over China’s new economy.

Mr. Shao holds Master of Science in Finance degree from the Chinese University of Hong Kong.

邵尉,現任南方東英資產管理有限公司投資策略部主管,投資策略部總監,基金經理。管理中國國家社保港股權益組合、大中華公募基金等產品多年,長期表現優異。曾榮獲I&M機構頒發的"大中華股票基金(10年)投資表現大獎"、中國基金報"英華獎"等行業殊榮。在加入南方東英之前,邵尉先生曾就職於摩根士丹利,至今已積累13年股票投資的專業經驗。

Joe Qiao喬希
Chief Investment Officer | 首席投資長,  Globaltec Capital

Prof. Joe Qiao is the Chief Investment Officer (CIO) at Globaltec Capital, a single-family office in Taiwan, managing the family wealth of one of the leading semiconductor company founders. Previously, Prof. Qiao held senior roles at Sinovation Ventures, JP Morgan, and Deloitte.

Prof. Qiao is also an adjunct professor of Finance at the Hong Kong University of Science and Technology (HKUST). He holds an M.B.A. from Columbia Business School and is a certified U.S. CPA. He is an opinion leader in the industry and frequently appears in industry conferences and forums. His comments and views are often quoted in the media.

Melanie Nan南怡君
President | 總經理, CDIB Capital Group

Melanie Nan is currently the President of CDIB Capital Group, leading the transition
of CDIB from an industrial bank to a multi-strategy asset management platform.
Before joining CDIB full-time in 2015, she was the General Counsel for KGI Financial
(Former China Development Financial Holding). Prior to that, she held a successful
career at Lee and Li Attorneys-at-Law as Senior Attorney, specialized in cross-border
investments, M&As, privatization and international dispute resolution.
Melanie is licensed to practice law in the State of California and in Taiwan. She is also
a certified patent analyst, as well as a Level 1 biotech industry management
professional in Taiwan.
Having spearheaded the formation of CSR Committee for the Board of Directors of
KGI Financial, she is currently the Head of Social Philanthropy Working Group.
Melanie holds an MSc. of Global Finance from the NYU Stern - Hong Kong University
of Science and Technology, an LLM from Soochow University, and a BA from Sarah
Lawrence College.

南怡君女士現任中華開發資本總經理,成功推動公司從工業銀行轉型為以多元
投資策略為核心服務的資產管理平台;之前南怡君女士曾任凱基金控(原中華
開發金控)法務長。於此之前,則為理律法律事務所資深律師,執業時專精於
跨境投資、企業併購、收購、私有化及跨國爭端解決等領域。
南怡君女士為美國加州與臺灣合格執業律師,同時擁有臺灣專利分析師與生技
產業經營管理(第一級)資格。
南怡君女士為凱基金控董事會下首屆企業社會責任委員會之主要規劃團隊,目
前負責委員會社會公益專案。
南怡君女士擁有紐約大學史登商學院與香港科技大學的全球財務管理碩士雙聯
學位、以及東吳大學法學碩士學位。

Arnaud Tellier滕雅諾
CEO, Wealth Management Asia, BNP Paribas Wealth Management

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.
Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

雅諾現任法國巴黎銀行財富管理亞太區行政總裁,其領導的區域團隊匯聚亞洲各個主要市場約
1,000名私人銀行專家。

滕先生負責釐定亞太區業務的策略性方向,並監督日常業務管理。滕先生敬業樂業,採取積極參與 的策略,確保客戶及其家族能夠更有效地駕馭亞洲以至全球不斷變化的市場環境。他榮獲2022 Asian Private Banker Awards for Distinction「年度私人銀行家」殊榮。

滕先生有豐富的資本市場及企業與投資銀行背景,因此能運用涵蓋不同領域的策略,全面滿足法國巴黎銀行私人銀行客戶的需要。

滕先生於法國巴黎銀行工作逾20年,曾擔任多個高級管理層職位。此前,滕先生為新加坡及東南
亞財富管理主管。他曾擔任多個領導職位,包括北歐和中歐企業及投資銀行區域主管,並於2006
年至2010年出任希臘業務執行長暨國家主管,其後在2010年至2013年擔任土耳其企業及投資銀行主管。

滕先生畢業於法國商學院,獲頒授財務學學位,精通西班牙語、法語和英語。他熱愛家庭和
運動。

Brenda Hu 胡則華
Chief Operating Officer of Asian Asset Management Center (AAMC) Promotion Office & Senior Vice President | 業務委員兼亞洲資產管理中心推動辦公室執行長, Taiwan Stock Exchange Corporation 

Brenda Hu was appointed Chief Operating Officer (COO) of the Asian Asset  Management Center (AAMC) Promotion Office in November 2025. She also  serves as the Senior Vice President at TWSE. The AAMC Promotion Office,  established by the Taiwan Stock Exchange (TWSE) under the oversight of the  Financial Supervisory Commission (FSC), was launched in September 2025. 

She holds dual master’s degrees in Public Administration from the University of  Southern California and International Development Policy from Duke University.  

Prior to joining the TWSE, her distinguished career spans key leadership  positions at Taiwan’s Financial Supervisory Commission (FSC), contributing to  the Securities and Futures Bureau (SFB), the Department of Planning, and the  Department of Development and Innovation. In these capacities, she  spearheaded initiatives in fintech policy, sustainable finance, and cross-ministry  collaboration on net-zero strategies. Her work has been pivotal in shaping  Taiwan’s financial innovation ecosystem and advancing the asset management  industry.

Brad McCarthy
Managing Director and Head of Asia-Pacific | 董事總經理暨亞太區主管, Carlyle Global Wealth

Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.

Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.

Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).

Speakers

Louis L.Y. Chang張綸宇

Chief Sustainability Officer, E.SUN Financial Holding Company

Louis Chang is the Chief Sustainability Officer of E.SUN Financial Holding and SEVP of the Corporate Banking Group at E.SUN Bank. He previously served as the Head of the Private Banking and Wealth Management Group at E.SUN Bank.

He has formulated business strategies for wealth management, private banking, and high-net-worth segments, promoting the integration of global asset allocation, long-term value investing, and sustainability into asset management and succession planning to assist clients in navigating international markets and intergenerational challenges.

In his role as Chief Sustainability Officer, he is dedicated to driving E.SUN’s sustainability development and low-carbon transition, incorporating climate risk and industrial transition analysis into investment and lending decisions.

In 2023 and 2024, Louis represented E.SUN as a keynote speaker at the World Biodiversity Summit (WBS) during Climate Week NYC for two consecutive years. Furthermore, during COP30 in 2025, he was invited to the World Climate Summit (WCS) to share E.SUN’s practical experience in deepening climate resilience and advancing low-carbon transition, demonstrating the proactive commitment of Taiwan’s financial industry in the face of climate challenges.

By combining his expertise in private banking, wealth management, corporate banking, and sustainable development, he aims to foster collaboration across banking, securities, asset management, and insurance to maximize financial holding synergies, providing clients with tailored and forward-looking solutions that balance wealth growth, risk management, and sustainable legacy planning.

Tina Chang張庭瑋

Associate Director, Sustainable Investing, Fidelity International

Tina Chang is Associate Director, Sustainable Investing for Fidelity International.

Based in Hong Kong, Tina mainly engages with investee companies in North Asia on a broad range of ESG topics to encourage improvements as they advance in their sustainable journey. She also works closely with sector analysts and portfolio managers to conduct company-level ESG analysis to enhance investment decision.

Prior to joining Fidelity in 2022, Tina was the Vice President of Investment Stewardship at BlackRock for the Greater China markets.

Tina holds a Master of Global Affairs from the Munk School of Global Affairs and Honours B.A. with double major in Economics and International Relations at University of Toronto.


張庭瑋是富達國際的永續投資副總監。

她常駐香港,主要與北亞地區的投資企業就廣泛的 ESG(環境、社會與公司治理)議題進行交流,鼓勵他們在永續發展的進程中持續進步。她與產業分析師及投資組合經理密切合作,進行企業層級的 ESG 分析,以強化投資決策。

在 2022 年加入富達之前,張庭瑋曾擔任貝萊德(BlackRock)大中華區市場的投後管理副總監。

張庭瑋擁有多倫多大學蒙克全球事務學院的全球事務碩士學位,以及多倫多大學經濟學與國際關係雙學位榮譽學士。

Dr. Chen-Shan Chang張振山

Chairman | 董事長, Securities and Futures Institute (SFI)

Dr. Chen-Shan Chang assumed the Chairman of the SFI since December 2025.

Prior to leading the SFI, Dr. Chang served in key leadership positions at the Financial Supervisory Commission (FSC) as the Director General of the Securities and Futures Bureau. He played a pivotal role in shaping Taiwan's capital market policies, particularly in corporate governance and sustainability frameworks. His achievements include deepening corporate governance and sustainability frameworks, enhancing the competitiveness of securities, futures, and investment trust enterprises, and driving product diversification and regulatory innovation.

Dr. Chang holds a Ph.D. in Management from National Taiwan University of Science and Technology and professional qualifications including CPA, CSIA, and CRM. An award-winning official recognized as a Model Civil Servant by the Executive Yuan (2023), he also serves as a Supervisor at the Taipei Exchange (TPEx) and is an active academic researcher.

Robert Fuh傅伯昇

Chief Executive Officer-Private Banking | 私人銀行執行長, Cathay United Bank

Robert Fuh has extensive expertise in international investment and wealth management, encompassing global fixed income, equities, alternative investments, and diversified portfolio construction. His earlier role at a distinguished family office sharpened his mastery in global investment strategy, cross-border asset allocation, and succession planning.

As CEO of Cathay United Bank’s Private Banking, Robert is charting its expansion from a strong base in Taiwan into key Asian markets. By leveraging the resources of Cathay Financial Group across banking, insurance, securities, and asset management, he has established a comprehensive one-stop solution platform for high-net-worth individuals and families.

傅伯昇具備深厚的國際投資與財富管理經驗。投資領域涉略廣,涵蓋海外固收商品、海外股票、另類創投及多元資產配置等經驗,曾於家族控股辦公室服務,負責全球投資布局,累積完整的跨境資產與傳承規劃視野。現帶領國泰世華私人銀行,以「立足台灣、放眼亞洲」為策略,整合集團銀行、保險、證券、投信等資源,打造高資產客戶一站式服務平台。

Rena Gu顧沁怡

Head of APAC Solution Engineering | 亞太區解決方案負責人, Aladdin Wealth Tech

Carol Hsieh

Managing Director and Head | 台灣區董事總經理, Synpulse Taiwan

Carol Hsieh is the Managing Director and Head of Synpulse Taiwan, where she leads the firm’s consulting and technology services for the financial sector. With over 25 years of international experience, she specialises in digital transformation and strategy execution within Private Banking and Wealth Management. Carol is known for helping financial institutions navigate complex market evolutions through platform optimisation, AI-enabled solutions, and digital-first strategies, ensuring they maintain a competitive edge while balancing regulatory compliance in a rapidly evolving market.

Carol Hsieh 為星普思(Synpulse)台灣區董事總經理,帶領團隊為台灣金融機構提供管理諮詢與金融科技服務。她擁有逾 25 年的全球實務經驗,深耕於私人銀行與財富管理領域,聚焦數位轉型、策略落地與系統建置。在財管平台數位化、AI智能財富管理及私銀服務優化方面,Carol具備豐富實戰經驗,持續協助客戶在快速變動的金融環境中兼顧合規並創造競爭優勢。

CY Huang黃齊元

Founding Chairman|創會理事長, Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT)

Mr. Huang is President of FCC Partners, a leading investment bank in Asia with offices in Taipei, Shanghai, Singapore, and Ho Chi Minh City. He is also a Partner of AIM Ventures, and the Vice-Chairman of the K.T. Li Foundation, which has strong connections with the semiconductor industry.

In addition, he is the Founding Chairman of Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT), and Founder of the Southeast-Asia Impact Alliance (SIA). Mr. Huang is one of the most experienced investment bankers in Asia, with over 35 years of experience in Taiwan, Hong Kong, and China. He is an influential opinion leader and has been extensively interviewed by international media.

 Prior to FCC Partners, Mr. Huang was Vice Chairman of Polaris Financial Group (2000–2010), Vice Chairman of WI Harper (1998–2000), Managing Director of CLSA (1994– 1998), President of Jardine Fleming Taiwan (1988–1994), and JP Morgan (1987–1988). 

Mr. Huang holds an MBA from Stanford (1987).

Dr. Niven Huang黃正忠

Managing Director, KPMG Sustainability Consulting, Taiwan

Dr. Niven Huang is the Managing Director of KPMG Sustainability Consulting in Taiwan since 2013 and the former Head of ESG, KPMG Asia Pacific. Before joining KPMG, he was the Secretary General of the BCSD- Taiwan for 16 years and a pioneer in Asia Pacific for promoting CSR/ESG, sustainability reporting, sustainable finance and carbon management.

During the period of 2012 to 2015, he was the Chairman of the Advisory Board of the Association of Sustainable and Responsible Investment in Asia (ASrIA). Dr. Huang sits on the jury panels of some public and private Awards of CSR, Excellence in Environment, and Sustainability in Taiwan and Asia.

He is also an associate professor of leading MBA and Executive MBA programs in Taiwan since 2008 and adjunct professor of The School of Banking and Finance (SBF) at National Sun Yat-sen University and National Chengchi University since 2025.

Brenda Hu 胡則華

Chief Operating Officer of Asian Asset Management Center (AAMC) Promotion Office & Senior Vice President | 業務委員兼亞洲資產管理中心推動辦公室執行長, Taiwan Stock Exchange Corporation 

Brenda Hu was appointed Chief Operating Officer (COO) of the Asian Asset  Management Center (AAMC) Promotion Office in November 2025. She also  serves as the Senior Vice President at TWSE. The AAMC Promotion Office,  established by the Taiwan Stock Exchange (TWSE) under the oversight of the  Financial Supervisory Commission (FSC), was launched in September 2025. 

She holds dual master’s degrees in Public Administration from the University of  Southern California and International Development Policy from Duke University.  

Prior to joining the TWSE, her distinguished career spans key leadership  positions at Taiwan’s Financial Supervisory Commission (FSC), contributing to  the Securities and Futures Bureau (SFB), the Department of Planning, and the  Department of Development and Innovation. In these capacities, she  spearheaded initiatives in fintech policy, sustainable finance, and cross-ministry  collaboration on net-zero strategies. Her work has been pivotal in shaping  Taiwan’s financial innovation ecosystem and advancing the asset management  industry.

Dr. Yi-Cheng Kao高一誠

President | 院長, Taiwan Academy of Banking and Finance

Dr. Yi-Cheng Kao is the President of the Taiwan Academy of Banking and Finance, the foremost non-profit institution serving Taiwan’s banking industry, and a trusted platform promoting the development and advancement of Taiwan’s financial services. Dr. Kao holds a Ph.D. in International Business from National Taiwan University (NTU) and has served as Associate Professor of Economics at Fu Jen Catholic University and Adjunct Associate Professor at NTU. His tenure at Chung Yuan Christian University (CYCU) included significant contributions to institutional research, development, and accreditation through various administrative roles. Dr. Kao has been recognized for his dedication to education and research, receiving honors such as the Outstanding Mentor Award from CYCU and the Outstanding Teaching Award from NTU. His advisory work with the Executive Yuan’s Economic Development Committee reflects his commitment to fostering inclusive finance and sustainable growth, with a focus on internationalization of Taiwan asset management and promoting equitable economic development.

Grant Ko葛綸

Founding Partner and Chairman, Wisdom Group Holdings Limited

Mr. Ko has over 26 years of experience in the financial services industry. He advises high-net-worth families, individuals, and corporate clients across Greater China on wealth planning, portfolio management, and diversified investment solutions across equities, foreign exchange, and fixed income.

Throughout his career, he has held key leadership roles in the private banking divisions of major global financial institutions, serving as a Senior Investment Advisor and later as a Cluster Head overseeing ultra-high-net-worth client teams, building deep expertise in wealth management.

Currently, he is the founder of a leading multi-family office with business across Hong Kong, Singapore, and Switzerland.

葛先生在金融服務業擁有超過26年的經歷,專為大中華地區的高資產淨值家族、個人及企業客戶提供財富規劃、投資組合管理,以及涵蓋股票、外匯與固定收益等多元投資商品的諮詢服務。

在過去的職業生涯中,他曾於大型國際金融機構的私人銀行部門擔任資深投資顧問與超高資產淨值客戶團隊主管,累積了深厚的財富管理實務經驗。

目前,他為一家業務橫跨香港、新加坡與瑞士的頂尖聯合家族辦公室之創辦人。

Pak-Seng Lai賴柏盛

Managing Director and Head of Asia Private Wealth Distribution | 亞太區董事總經理兼私人財富分銷主管, Coller Capital

Pak-Seng is a Managing Director and Head of Asia Private Wealth Distribution, and is based in Hong Kong. He has held similar role at Blue Owl Capital. Before that, he was a Managing Director and Head of Private Markets APAC at UBS AG. Before UBS, he was a Managing Partner of two China private equity funds. He was the Head of Asia and Managing Director of HQ Capital, a global alternative investment firm. Before HQ Capital, he was the Head of Investment Process at Schroder Adveq, a global private equity fund of funds based in Switzerland. Previously, he held positions at Transpac Capital and Singapore Technologies, where he was primarily engaged in private equity investments in Asia. He has also worked at PricewaterhouseCoopers.

Pak-Seng earned an MBA from the MIT Sloan School of Management and a BA from National University of Singapore.

賴先生是Coller Capital亞太區董事總經理兼私人財富分銷主管。此前,他是Blue Owl Capital 亞太區董事總經理兼私人財富主管 和瑞士銀行的董事總經理兼亞洲私募投資主管。他擁有超過20年的國際私募投資經驗。他曾任2家中國私募基金的管理合夥人。他曾任HQ Capital 的董事總經理兼亞洲投資主管。 HQ Capital是一家國際私募投資公司。他也曾任Schroder Adveq的投資流程主管。 Schroder Adveq是一家瑞士的國際私募投資公司。此前,他曾在Transpac Capital和新加坡科技公司擔任職務,負責中國私募投資。他也曾在普華永道會計師事務所工作。

賴先生擁有麻省理工學院斯隆管理學院的MBA學位和新加坡國立大學的學士學位。

Sammie Lau劉心怡

Director, Global Wealth Solutions | 董事,亞太區私人財富客戶關係與資金募集, EQT

Sammie Lau joined EQT Partners in September 2024 as a member of the Private Wealth Client Relations and Capital Raising APAC team, based in Hong Kong. In her role as CR Director, she is responsible for overseeing direct client relationships and fundraising efforts across all EQT fund strategies and co-investments for private wealth channels.

Prior to joining EQT Partners, Sammie worked at iCapital, a US based financial technology company, for three years where she supported the growth of iCapital’s Asia business. Prior to that, she worked in the Private Credit and Private Equity Investment team at China Ping An Insurance Overseas (Holdings) Limited. Sammie started her career at the Debt Capital Markets team at Societe Generale Corporate & Investment Banking.

Sammie brings over 13 years of banking, investment and private wealth experience, and holds a Master’s Degree, majoring in Finance at Cass Business School and a Bachelor’s Degree from King’s College London.

劉心怡女士於2024年9月加入EQT Partners,擔任亞太區私人財富客戶關係與資金募集團隊成員,常駐香港。在此職位上,她負責統籌EQT所有基金策略及共同投資產品在私人財富渠道的客戶關係管理與資金募集工作。

加入EQT前,劉女士曾在美國金融科技公司iCapital任職三年,期間協助拓展該公司亞洲業務。此前,她在中國平安保險海外(控股)有限公司私募信貸及私募股權投資團隊工作。劉女士的職業生涯始於法國興業銀行企業與投資銀行部的債務資本市場團隊。

劉女士擁有超過13年銀行業、投資及私人財富管理經驗,持有倫敦卡斯商學院金融學碩士學位及倫敦國王學院學士學位。

Woon Shiu Lee李文修

Group Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank

Woon Shiu Lee, Group Head of Wealth Planning, Family Office & Insurance Solutions, has over 30 years' experience advising ultra-high-net-worth families. A recognised leader in the family office, family governance and philanthropy practice, he applies the principles of teamwork to wealth management.

At DBS, he spearheaded award-winning succession planning and family office solutions, including the world’s first bank-backed trustee crypto trust solution and the world’s first bank administered Multi Family Office VCC solution. Concurrently an Adjunct Associate Professor at the Wealth Management Institute at the Nanyang Technological University of Singapore, he is also an alumnus of Yale University and National University of Singapore. Woon Shiu is frequently featured in major media, sharing his views on family business succession, family governance, and family offices.

李文修 (Woon Shiu Lee) 先生現任星展銀行財富規劃、家族辦公室與保險業務董事總經理兼業務集團主管,擁有逾30年服務超高淨值家族的經驗。身為家族辦公室與慈善事務策略領域公認的領導者,李文修先生在星展銀行主導了屢獲殊榮的解決方案,其中包括全球首家銀行提供加密貨幣信託服務。他同時是新加坡南洋理工大學財富管理學院的兼任副教授,也是耶魯大學和新加坡國立大學的校友,擁有法律學士學位二級甲等榮譽和眾多專業認證。李文修先生常受訪於主流媒體,針對家族傳承與治理提供精闢見解。

Sam Lin林尚愷

CEO of Private Banking & Strategic Wealth Clients Group | 私銀暨高端理財事業總處執行長, Taishin International Bank

Mr. Lin is the CEO of Private Banking & Strategic Wealth Clients Group, Taishin International Bank, one of the cornerstone institutions of Taiwan’s financial sector. In addition to his role as CEO, he serves as the Executive Vice President of TS Financial Holding Co., Ltd. and Vice Chairman of Taishin Securities Investment Trust Co., Ltd., where he oversees strategic growth and investment management for the group.

Mr. Lin is a seasoned veteran of the financial and professional services industries, with a distinguished career spanning over 35 years. Before ascending to his current leadership roles, he spent nearly two decades in senior management at Taishin International Bank. His extensive background also includes serving as the Head of Taiwan for UBS Global Asset Management (UBSGAM) from 1997 to 2004, and a 13-year tenure as President at Deloitte, where he led major advisory and corporate initiatives.

His deep expertise in the Asian financial markets is complemented by a strong academic foundation in the United States. Mr. Lin holds a degree in Accounting from Claremont McKenna College and a degree in Economics from Pomona College.

Brad McCarthy

Managing Director and Head of Asia-Pacific | 董事總經理暨亞太區主管, Carlyle Global Wealth

Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.

Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.

Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).

Derek Mei梅以德

CEO, E.SUN Asset Management Co., Ltd.

Derek Mei is the CEO of E.SUN Asset Management Co., Ltd. and a distinguished leader in Taiwan's asset management industry. With over 20 years of professional experience in wealth and asset management, Derek has made significant contributions across product development, marketing strategy, channel management, and institutional business. He is widely recognized for his profound market insights and exceptional strategic execution.

As the leader of E.SUN AM, Derek is responsible for the company’s overall business development. This includes the development and distribution of mutual funds and ETF products, as well as providing specialized discretionary investment services deeply rooted in the Taiwanese market.

Recent Key Contributions:

  • Diversified Product Development: Under his leadership, the Assets Under Management (AUM) has achieved steady growth. In March 2025, he successfully launched E.SUN AM’s first ETF product and continues to oversee the planning of precision-targeted products to meet market demand.
  • Institutional Advisory Excellence: Derek led his team to be selected as the professional investment advisor for the Private School Teachers Pension Fund, serving 349 schools and 45,000 faculty and staff members.
  • Strategic Resource Integration: He has effectively integrated onshore and offshore resources to drive the continuous expansion of the discretionary mandate business.
  • Expansion of Asia Asset Management Center Initiatives: In active response to government policy, he spearheaded the launch of multi-channel non-securitized fund distribution and External Asset Management (EAM) business, further enhancing the brand's international competitiveness.

Melanie Nan南怡君

President | 總經理, CDIB Capital Group

Melanie Nan is currently the President of CDIB Capital Group, leading the transition
of CDIB from an industrial bank to a multi-strategy asset management platform.
Before joining CDIB full-time in 2015, she was the General Counsel for KGI Financial
(Former China Development Financial Holding). Prior to that, she held a successful
career at Lee and Li Attorneys-at-Law as Senior Attorney, specialized in cross-border
investments, M&As, privatization and international dispute resolution.
Melanie is licensed to practice law in the State of California and in Taiwan. She is also
a certified patent analyst, as well as a Level 1 biotech industry management
professional in Taiwan.
Having spearheaded the formation of CSR Committee for the Board of Directors of
KGI Financial, she is currently the Head of Social Philanthropy Working Group.
Melanie holds an MSc. of Global Finance from the NYU Stern - Hong Kong University
of Science and Technology, an LLM from Soochow University, and a BA from Sarah
Lawrence College.

南怡君女士現任中華開發資本總經理,成功推動公司從工業銀行轉型為以多元
投資策略為核心服務的資產管理平台;之前南怡君女士曾任凱基金控(原中華
開發金控)法務長。於此之前,則為理律法律事務所資深律師,執業時專精於
跨境投資、企業併購、收購、私有化及跨國爭端解決等領域。
南怡君女士為美國加州與臺灣合格執業律師,同時擁有臺灣專利分析師與生技
產業經營管理(第一級)資格。
南怡君女士為凱基金控董事會下首屆企業社會責任委員會之主要規劃團隊,目
前負責委員會社會公益專案。
南怡君女士擁有紐約大學史登商學院與香港科技大學的全球財務管理碩士雙聯
學位、以及東吳大學法學碩士學位。

Joe Qiao喬希

Chief Investment Officer | 首席投資長,  Globaltec Capital

Prof. Joe Qiao is the Chief Investment Officer (CIO) at Globaltec Capital, a single-family office in Taiwan, managing the family wealth of one of the leading semiconductor company founders. Previously, Prof. Qiao held senior roles at Sinovation Ventures, JP Morgan, and Deloitte.

Prof. Qiao is also an adjunct professor of Finance at the Hong Kong University of Science and Technology (HKUST). He holds an M.B.A. from Columbia Business School and is a certified U.S. CPA. He is an opinion leader in the industry and frequently appears in industry conferences and forums. His comments and views are often quoted in the media.

Andrew Shale

Founder and Chief Executive Officer, Asian Private Banker

Andrew Shale is the CEO and founder of Asian Private Banker, established in 2009.

He has over 35 years of business-to-business finance and financial media experience. In addition to a profound interest in media, this includes in-depth sales experience in equity brokerage and derivatives trading.

He is responsible for both the strategic direction and day-to-day operations of APB and for identifying and driving sustainable growth opportunities across the region for all business verticals.

A graduate in Modern Chinese from the University of Leeds, Andy has assisted in developing business for companies including: Global Sources Media, Euromoney, WI Carr, Indosuez, CLSA and Shanghai International Securities.

Frank Shao邵尉

Head of Investment Strategy, CSOP Asset Management

Mr. Frank Shao joined CSOP Asset Management in 2013. As the Chief of Equity Investment, Head of Equity Investment and portfolio manager, he now manages the China New Balance Opportunity Fund (CNBO), which is a UCITS fund, as well as a number of separately managed accounts. CNBO won “I&M Greater China Equity Prize (10 years) ” in 2022 and “China Fund News Yinghua Awards (Overseas)” in 2024. Other mandates under his management also perform well in peers in the long-term.

Mr. Shao has 13 years of professional experience. Prior to joining CSOP, Mr. Shao worked as an analyst with Morgan Stanley. Since joining CSOP, he successively worked as TMT, consumer analyst and portfolio manager. He has established systematic investment framework in terms of relative & absolute return strategies in Greater China equity market. With rich experience in practice, he holds deep insights and special viewpoints over China’s new economy.

Mr. Shao holds Master of Science in Finance degree from the Chinese University of Hong Kong.

邵尉,現任南方東英資產管理有限公司投資策略部主管,投資策略部總監,基金經理。管理中國國家社保港股權益組合、大中華公募基金等產品多年,長期表現優異。曾榮獲I&M機構頒發的"大中華股票基金(10年)投資表現大獎"、中國基金報"英華獎"等行業殊榮。在加入南方東英之前,邵尉先生曾就職於摩根士丹利,至今已積累13年股票投資的專業經驗。

Arnaud Tellier滕雅諾

CEO, Wealth Management Asia, BNP Paribas Wealth Management

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.
Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

雅諾現任法國巴黎銀行財富管理亞太區行政總裁,其領導的區域團隊匯聚亞洲各個主要市場約
1,000名私人銀行專家。

滕先生負責釐定亞太區業務的策略性方向,並監督日常業務管理。滕先生敬業樂業,採取積極參與 的策略,確保客戶及其家族能夠更有效地駕馭亞洲以至全球不斷變化的市場環境。他榮獲2022 Asian Private Banker Awards for Distinction「年度私人銀行家」殊榮。

滕先生有豐富的資本市場及企業與投資銀行背景,因此能運用涵蓋不同領域的策略,全面滿足法國巴黎銀行私人銀行客戶的需要。

滕先生於法國巴黎銀行工作逾20年,曾擔任多個高級管理層職位。此前,滕先生為新加坡及東南
亞財富管理主管。他曾擔任多個領導職位,包括北歐和中歐企業及投資銀行區域主管,並於2006
年至2010年出任希臘業務執行長暨國家主管,其後在2010年至2013年擔任土耳其企業及投資銀行主管。

滕先生畢業於法國商學院,獲頒授財務學學位,精通西班牙語、法語和英語。他熱愛家庭和
運動。

William Wang王楠淵

Chairman and President, Shin Kong Mitsukoshi Venture Capital

Mr. Nan-Yuan Wan (William) currently serves as the Chairman of SKM VC. Under his leadership, the CDIB-SKM Fund—a co-GP between Shin Kong Mitsukoshi (SKM) and China Development Industrial Bank (CDIB)—successfully reached its original target in just over six months, spanning from February to October 2025.

Prior to his tenure at SKM, Mr. Wang held several prestigious positions, including roles at Morgan Stanley and the private equity firm AB Value. He also served as the Senior Investment Director for CP Group, the largest conglomerate in Thailand.

Mr. Wang holds an MBA from London Business School (LBS) and a Bachelor’s degree in Finance from National Taiwan University (NTU).

王楠淵 (William Wang) 先生現任新光三越創投 (SKM VC) 董事長。在王先生的領導下,由新光三越與中華開發 (CDIB) 共同管理 (Co-GP) 的「新越開發基金 (CDIB-SKM Fund)」,於 2025 年 2 月至 10 月短短半年多內,便達成原定籌資目標。

在加入新光三越之前,王先生曾於多間國際頂尖機構擔任要職,包括摩根士丹利 (Morgan Stanley)、私募基金 AB Value,以及在泰國最大企業集團——卜蜂集團 (CP Group) 擔任資深投資總監。

王先生擁有倫敦商學院 (London Business School, LBS) 的工商管理碩士 (MBA) 學位,以及國立台灣大學 (NTU) 財務金融學系的學士學位。

Yun-chung Wang王允中

Deputy Director General of the Banking Bureau, Financial Supervisory Commission (FSC)

Mr. Wang has served as the Deputy Director General of the Banking Bureau at the Financial Supervisory Commission (FSC) since 2025. In his current role, he oversees the supervision and policy implementation of Taiwan’s banking sector.

Having ascended through the ranks at the FSC—serving as Section Chief, Assistant Director, Deputy Director, Director, and Secretary General—he brings extensive practical experience and professional insights into financial supervision, mergers and acquisitions (M&A), and real estate securitization.

Mr. Wang holds a Master of Laws (LL.M.) from National Chengchi University in Taiwan.

現任金融監督管理委員會(下稱金管會)銀行局副局長,負責協助臺灣銀行業之監督與政策落實。前於金管會銀行局擔任多項要職,曾任銀行局科長、專門委員、副組長、組長、主任秘書等,對於金融監理、併購及不動產證券化均有相當豐富之經歷。

學歷

國立政治大學法律學系研究所碩士

Jerry Wu吳傳文

Deputy Head of Wealth Management Division, Taipei Fubon Bank

Jerry is deputy head of Wealth Management Division, overseeing WM products and private banking business. He joined Fubon in 2010 as co-head of Financial Market Group and assumed various roles ever since, including responsible officer of Fubon securities HK, head of Financial Market of Fubon Securities and head of Financial Market Division of Taipei Fubon Bank.

Prior to joining the firm, Jerry had worked at Taishin Commercial Bank, KGI Asia, Morgan Stanley Asia, Citibank HK & Taiwan and Bankers Trust Taiwan. He earned a MBA from Drexel University in 1990.

吳傳文先生現任財富管理總處副總處長,負責財富管理產品及私人銀行業務。他於2010年加入富邦,擔任富邦金控金融市場事業群共同負責人,並先後擔任多個職務,包括富邦證券香港負責人、富邦證券金融市場處主管及富邦銀行金融市場總處總處長。

在加入富邦銀行之前,吳傳文先生曾在台新商業銀行、凱基證券亞洲、摩根士丹利亞洲、花旗銀行香港及台灣分行及信孚台灣分行任職。吳傳文先生於1990年獲得卓克索大學工商管理碩士學位。

Dennis Yang楊琦

Director, Private Wealth | 董事, 私人財富, CVC

Dennis is the Director of Private Wealth at CVC. He joined the firm in 2025.
Dennis is a member of the Private Wealth Team and is based in Hong Kong. Prior to joining CVC, he worked at JPMorgan Asset Management as Head of Private Bank Distribution Hong Kong. Dennis has a Master of Economics degree from Macquarie University.

楊琦先生是私人財富團隊的成員,常駐香港。在加入CVC之前,他曾在摩根大通資產管理擔
任香港地區私人銀行分銷主管。楊先生擁有澳大利亞麥考瑞大學經濟學碩士學位。

Paul You尤昭文

Chairman | 理事長, Securities Investment Trust & Consulting Association (SITCA)

Mr. Chou-Wen You currently serves as Chairman of First Securities Investment Trust and First Financial Private Equity Co., Ltd. With a distinguished career spanning over 25 years in Taiwan's asset management industry, he has built exceptional expertise across investment trust companies, securities firms, and large multinational financial institutions. 

His diverse professional background encompasses foreign investment operations in Hong Kong, leadership roles in state-owned enterprises, and valuable manufacturing experience gained during his 3 years at Yong Hua Machinery Industrial Co., Ltd. With a diverse perspective and a philosophy of "doing good through financial products," Mr. You has been dedicated to driving industry innovation and institutional reform. He is committed to developing alternative investments and fostering multi-dimensional balanced development across industries. His vision is to create a new landscape for Taiwan's asset management industry, generating mutual benefits for "investors, industries, and Taiwan" as a whole.

Louis L.Y. Chang張綸宇

Chief Sustainability Officer, E.SUN Financial Holding Company

Louis Chang is the Chief Sustainability Officer of E.SUN Financial Holding and SEVP of the Corporate Banking Group at E.SUN Bank. He previously served as the Head of the Private Banking and Wealth Management Group at E.SUN Bank.

He has formulated business strategies for wealth management, private banking, and high-net-worth segments, promoting the integration of global asset allocation, long-term value investing, and sustainability into asset management and succession planning to assist clients in navigating international markets and intergenerational challenges.

In his role as Chief Sustainability Officer, he is dedicated to driving E.SUN’s sustainability development and low-carbon transition, incorporating climate risk and industrial transition analysis into investment and lending decisions.

In 2023 and 2024, Louis represented E.SUN as a keynote speaker at the World Biodiversity Summit (WBS) during Climate Week NYC for two consecutive years. Furthermore, during COP30 in 2025, he was invited to the World Climate Summit (WCS) to share E.SUN’s practical experience in deepening climate resilience and advancing low-carbon transition, demonstrating the proactive commitment of Taiwan’s financial industry in the face of climate challenges.

By combining his expertise in private banking, wealth management, corporate banking, and sustainable development, he aims to foster collaboration across banking, securities, asset management, and insurance to maximize financial holding synergies, providing clients with tailored and forward-looking solutions that balance wealth growth, risk management, and sustainable legacy planning.

Tina Chang張庭瑋

Associate Director, Sustainable Investing, Fidelity International

Tina Chang is Associate Director, Sustainable Investing for Fidelity International.

Based in Hong Kong, Tina mainly engages with investee companies in North Asia on a broad range of ESG topics to encourage improvements as they advance in their sustainable journey. She also works closely with sector analysts and portfolio managers to conduct company-level ESG analysis to enhance investment decision.

Prior to joining Fidelity in 2022, Tina was the Vice President of Investment Stewardship at BlackRock for the Greater China markets.

Tina holds a Master of Global Affairs from the Munk School of Global Affairs and Honours B.A. with double major in Economics and International Relations at University of Toronto.


張庭瑋是富達國際的永續投資副總監。

她常駐香港,主要與北亞地區的投資企業就廣泛的 ESG(環境、社會與公司治理)議題進行交流,鼓勵他們在永續發展的進程中持續進步。她與產業分析師及投資組合經理密切合作,進行企業層級的 ESG 分析,以強化投資決策。

在 2022 年加入富達之前,張庭瑋曾擔任貝萊德(BlackRock)大中華區市場的投後管理副總監。

張庭瑋擁有多倫多大學蒙克全球事務學院的全球事務碩士學位,以及多倫多大學經濟學與國際關係雙學位榮譽學士。

Dr. Chen-Shan Chang張振山

Chairman | 董事長, Securities and Futures Institute (SFI)

Dr. Chen-Shan Chang assumed the Chairman of the SFI since December 2025.

Prior to leading the SFI, Dr. Chang served in key leadership positions at the Financial Supervisory Commission (FSC) as the Director General of the Securities and Futures Bureau. He played a pivotal role in shaping Taiwan's capital market policies, particularly in corporate governance and sustainability frameworks. His achievements include deepening corporate governance and sustainability frameworks, enhancing the competitiveness of securities, futures, and investment trust enterprises, and driving product diversification and regulatory innovation.

Dr. Chang holds a Ph.D. in Management from National Taiwan University of Science and Technology and professional qualifications including CPA, CSIA, and CRM. An award-winning official recognized as a Model Civil Servant by the Executive Yuan (2023), he also serves as a Supervisor at the Taipei Exchange (TPEx) and is an active academic researcher.

Robert Fuh傅伯昇

Chief Executive Officer-Private Banking | 私人銀行執行長, Cathay United Bank

Robert Fuh has extensive expertise in international investment and wealth management, encompassing global fixed income, equities, alternative investments, and diversified portfolio construction. His earlier role at a distinguished family office sharpened his mastery in global investment strategy, cross-border asset allocation, and succession planning.

As CEO of Cathay United Bank’s Private Banking, Robert is charting its expansion from a strong base in Taiwan into key Asian markets. By leveraging the resources of Cathay Financial Group across banking, insurance, securities, and asset management, he has established a comprehensive one-stop solution platform for high-net-worth individuals and families.

傅伯昇具備深厚的國際投資與財富管理經驗。投資領域涉略廣,涵蓋海外固收商品、海外股票、另類創投及多元資產配置等經驗,曾於家族控股辦公室服務,負責全球投資布局,累積完整的跨境資產與傳承規劃視野。現帶領國泰世華私人銀行,以「立足台灣、放眼亞洲」為策略,整合集團銀行、保險、證券、投信等資源,打造高資產客戶一站式服務平台。

Rena Gu顧沁怡

Head of APAC Solution Engineering | 亞太區解決方案負責人, Aladdin Wealth Tech

Carol Hsieh

Managing Director and Head | 台灣區董事總經理, Synpulse Taiwan

Carol Hsieh is the Managing Director and Head of Synpulse Taiwan, where she leads the firm’s consulting and technology services for the financial sector. With over 25 years of international experience, she specialises in digital transformation and strategy execution within Private Banking and Wealth Management. Carol is known for helping financial institutions navigate complex market evolutions through platform optimisation, AI-enabled solutions, and digital-first strategies, ensuring they maintain a competitive edge while balancing regulatory compliance in a rapidly evolving market.

Carol Hsieh 為星普思(Synpulse)台灣區董事總經理,帶領團隊為台灣金融機構提供管理諮詢與金融科技服務。她擁有逾 25 年的全球實務經驗,深耕於私人銀行與財富管理領域,聚焦數位轉型、策略落地與系統建置。在財管平台數位化、AI智能財富管理及私銀服務優化方面,Carol具備豐富實戰經驗,持續協助客戶在快速變動的金融環境中兼顧合規並創造競爭優勢。

CY Huang黃齊元

Founding Chairman|創會理事長, Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT)

Mr. Huang is President of FCC Partners, a leading investment bank in Asia with offices in Taipei, Shanghai, Singapore, and Ho Chi Minh City. He is also a Partner of AIM Ventures, and the Vice-Chairman of the K.T. Li Foundation, which has strong connections with the semiconductor industry.

In addition, he is the Founding Chairman of Taiwan Mergers & Acquisitions and Private Equity Council (MAPECT), and Founder of the Southeast-Asia Impact Alliance (SIA). Mr. Huang is one of the most experienced investment bankers in Asia, with over 35 years of experience in Taiwan, Hong Kong, and China. He is an influential opinion leader and has been extensively interviewed by international media.

 Prior to FCC Partners, Mr. Huang was Vice Chairman of Polaris Financial Group (2000–2010), Vice Chairman of WI Harper (1998–2000), Managing Director of CLSA (1994– 1998), President of Jardine Fleming Taiwan (1988–1994), and JP Morgan (1987–1988). 

Mr. Huang holds an MBA from Stanford (1987).

Dr. Niven Huang黃正忠

Managing Director, KPMG Sustainability Consulting, Taiwan

Dr. Niven Huang is the Managing Director of KPMG Sustainability Consulting in Taiwan since 2013 and the former Head of ESG, KPMG Asia Pacific. Before joining KPMG, he was the Secretary General of the BCSD- Taiwan for 16 years and a pioneer in Asia Pacific for promoting CSR/ESG, sustainability reporting, sustainable finance and carbon management.

During the period of 2012 to 2015, he was the Chairman of the Advisory Board of the Association of Sustainable and Responsible Investment in Asia (ASrIA). Dr. Huang sits on the jury panels of some public and private Awards of CSR, Excellence in Environment, and Sustainability in Taiwan and Asia.

He is also an associate professor of leading MBA and Executive MBA programs in Taiwan since 2008 and adjunct professor of The School of Banking and Finance (SBF) at National Sun Yat-sen University and National Chengchi University since 2025.

Brenda Hu 胡則華

Chief Operating Officer of Asian Asset Management Center (AAMC) Promotion Office & Senior Vice President | 業務委員兼亞洲資產管理中心推動辦公室執行長, Taiwan Stock Exchange Corporation 

Brenda Hu was appointed Chief Operating Officer (COO) of the Asian Asset  Management Center (AAMC) Promotion Office in November 2025. She also  serves as the Senior Vice President at TWSE. The AAMC Promotion Office,  established by the Taiwan Stock Exchange (TWSE) under the oversight of the  Financial Supervisory Commission (FSC), was launched in September 2025. 

She holds dual master’s degrees in Public Administration from the University of  Southern California and International Development Policy from Duke University.  

Prior to joining the TWSE, her distinguished career spans key leadership  positions at Taiwan’s Financial Supervisory Commission (FSC), contributing to  the Securities and Futures Bureau (SFB), the Department of Planning, and the  Department of Development and Innovation. In these capacities, she  spearheaded initiatives in fintech policy, sustainable finance, and cross-ministry  collaboration on net-zero strategies. Her work has been pivotal in shaping  Taiwan’s financial innovation ecosystem and advancing the asset management  industry.

Dr. Yi-Cheng Kao高一誠

President | 院長, Taiwan Academy of Banking and Finance

Dr. Yi-Cheng Kao is the President of the Taiwan Academy of Banking and Finance, the foremost non-profit institution serving Taiwan’s banking industry, and a trusted platform promoting the development and advancement of Taiwan’s financial services. Dr. Kao holds a Ph.D. in International Business from National Taiwan University (NTU) and has served as Associate Professor of Economics at Fu Jen Catholic University and Adjunct Associate Professor at NTU. His tenure at Chung Yuan Christian University (CYCU) included significant contributions to institutional research, development, and accreditation through various administrative roles. Dr. Kao has been recognized for his dedication to education and research, receiving honors such as the Outstanding Mentor Award from CYCU and the Outstanding Teaching Award from NTU. His advisory work with the Executive Yuan’s Economic Development Committee reflects his commitment to fostering inclusive finance and sustainable growth, with a focus on internationalization of Taiwan asset management and promoting equitable economic development.

Grant Ko葛綸

Founding Partner and Chairman, Wisdom Group Holdings Limited

Mr. Ko has over 26 years of experience in the financial services industry. He advises high-net-worth families, individuals, and corporate clients across Greater China on wealth planning, portfolio management, and diversified investment solutions across equities, foreign exchange, and fixed income.

Throughout his career, he has held key leadership roles in the private banking divisions of major global financial institutions, serving as a Senior Investment Advisor and later as a Cluster Head overseeing ultra-high-net-worth client teams, building deep expertise in wealth management.

Currently, he is the founder of a leading multi-family office with business across Hong Kong, Singapore, and Switzerland.

葛先生在金融服務業擁有超過26年的經歷,專為大中華地區的高資產淨值家族、個人及企業客戶提供財富規劃、投資組合管理,以及涵蓋股票、外匯與固定收益等多元投資商品的諮詢服務。

在過去的職業生涯中,他曾於大型國際金融機構的私人銀行部門擔任資深投資顧問與超高資產淨值客戶團隊主管,累積了深厚的財富管理實務經驗。

目前,他為一家業務橫跨香港、新加坡與瑞士的頂尖聯合家族辦公室之創辦人。

Pak-Seng Lai賴柏盛

Managing Director and Head of Asia Private Wealth Distribution | 亞太區董事總經理兼私人財富分銷主管, Coller Capital

Pak-Seng is a Managing Director and Head of Asia Private Wealth Distribution, and is based in Hong Kong. He has held similar role at Blue Owl Capital. Before that, he was a Managing Director and Head of Private Markets APAC at UBS AG. Before UBS, he was a Managing Partner of two China private equity funds. He was the Head of Asia and Managing Director of HQ Capital, a global alternative investment firm. Before HQ Capital, he was the Head of Investment Process at Schroder Adveq, a global private equity fund of funds based in Switzerland. Previously, he held positions at Transpac Capital and Singapore Technologies, where he was primarily engaged in private equity investments in Asia. He has also worked at PricewaterhouseCoopers.

Pak-Seng earned an MBA from the MIT Sloan School of Management and a BA from National University of Singapore.

賴先生是Coller Capital亞太區董事總經理兼私人財富分銷主管。此前,他是Blue Owl Capital 亞太區董事總經理兼私人財富主管 和瑞士銀行的董事總經理兼亞洲私募投資主管。他擁有超過20年的國際私募投資經驗。他曾任2家中國私募基金的管理合夥人。他曾任HQ Capital 的董事總經理兼亞洲投資主管。 HQ Capital是一家國際私募投資公司。他也曾任Schroder Adveq的投資流程主管。 Schroder Adveq是一家瑞士的國際私募投資公司。此前,他曾在Transpac Capital和新加坡科技公司擔任職務,負責中國私募投資。他也曾在普華永道會計師事務所工作。

賴先生擁有麻省理工學院斯隆管理學院的MBA學位和新加坡國立大學的學士學位。

Sammie Lau劉心怡

Director, Global Wealth Solutions | 董事,亞太區私人財富客戶關係與資金募集, EQT

Sammie Lau joined EQT Partners in September 2024 as a member of the Private Wealth Client Relations and Capital Raising APAC team, based in Hong Kong. In her role as CR Director, she is responsible for overseeing direct client relationships and fundraising efforts across all EQT fund strategies and co-investments for private wealth channels.

Prior to joining EQT Partners, Sammie worked at iCapital, a US based financial technology company, for three years where she supported the growth of iCapital’s Asia business. Prior to that, she worked in the Private Credit and Private Equity Investment team at China Ping An Insurance Overseas (Holdings) Limited. Sammie started her career at the Debt Capital Markets team at Societe Generale Corporate & Investment Banking.

Sammie brings over 13 years of banking, investment and private wealth experience, and holds a Master’s Degree, majoring in Finance at Cass Business School and a Bachelor’s Degree from King’s College London.

劉心怡女士於2024年9月加入EQT Partners,擔任亞太區私人財富客戶關係與資金募集團隊成員,常駐香港。在此職位上,她負責統籌EQT所有基金策略及共同投資產品在私人財富渠道的客戶關係管理與資金募集工作。

加入EQT前,劉女士曾在美國金融科技公司iCapital任職三年,期間協助拓展該公司亞洲業務。此前,她在中國平安保險海外(控股)有限公司私募信貸及私募股權投資團隊工作。劉女士的職業生涯始於法國興業銀行企業與投資銀行部的債務資本市場團隊。

劉女士擁有超過13年銀行業、投資及私人財富管理經驗,持有倫敦卡斯商學院金融學碩士學位及倫敦國王學院學士學位。

Woon Shiu Lee李文修

Group Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank

Woon Shiu Lee, Group Head of Wealth Planning, Family Office & Insurance Solutions, has over 30 years' experience advising ultra-high-net-worth families. A recognised leader in the family office, family governance and philanthropy practice, he applies the principles of teamwork to wealth management.

At DBS, he spearheaded award-winning succession planning and family office solutions, including the world’s first bank-backed trustee crypto trust solution and the world’s first bank administered Multi Family Office VCC solution. Concurrently an Adjunct Associate Professor at the Wealth Management Institute at the Nanyang Technological University of Singapore, he is also an alumnus of Yale University and National University of Singapore. Woon Shiu is frequently featured in major media, sharing his views on family business succession, family governance, and family offices.

李文修 (Woon Shiu Lee) 先生現任星展銀行財富規劃、家族辦公室與保險業務董事總經理兼業務集團主管,擁有逾30年服務超高淨值家族的經驗。身為家族辦公室與慈善事務策略領域公認的領導者,李文修先生在星展銀行主導了屢獲殊榮的解決方案,其中包括全球首家銀行提供加密貨幣信託服務。他同時是新加坡南洋理工大學財富管理學院的兼任副教授,也是耶魯大學和新加坡國立大學的校友,擁有法律學士學位二級甲等榮譽和眾多專業認證。李文修先生常受訪於主流媒體,針對家族傳承與治理提供精闢見解。

Sam Lin林尚愷

CEO of Private Banking & Strategic Wealth Clients Group | 私銀暨高端理財事業總處執行長, Taishin International Bank

Mr. Lin is the CEO of Private Banking & Strategic Wealth Clients Group, Taishin International Bank, one of the cornerstone institutions of Taiwan’s financial sector. In addition to his role as CEO, he serves as the Executive Vice President of TS Financial Holding Co., Ltd. and Vice Chairman of Taishin Securities Investment Trust Co., Ltd., where he oversees strategic growth and investment management for the group.

Mr. Lin is a seasoned veteran of the financial and professional services industries, with a distinguished career spanning over 35 years. Before ascending to his current leadership roles, he spent nearly two decades in senior management at Taishin International Bank. His extensive background also includes serving as the Head of Taiwan for UBS Global Asset Management (UBSGAM) from 1997 to 2004, and a 13-year tenure as President at Deloitte, where he led major advisory and corporate initiatives.

His deep expertise in the Asian financial markets is complemented by a strong academic foundation in the United States. Mr. Lin holds a degree in Accounting from Claremont McKenna College and a degree in Economics from Pomona College.

Brad McCarthy

Managing Director and Head of Asia-Pacific | 董事總經理暨亞太區主管, Carlyle Global Wealth

Brad McCarthy is a Managing Director and Head of Asia-Pacific for Carlyle Global Wealth. He is responsible for expanding Carlyle’s wealth platform across the region. He also oversees the institutional wealth channel for Carlyle in Australia and New Zealand. He is based in Singapore.

Mr. McCarthy has more than 25 years of experience in wealth and asset management, where he has led sales and client servicing teams, product launches, and distribution strategies. He joined Carlyle from Citi Private Bank and Global Wealth, where he was a Managing Director and Asia-Pacific Head of Alternative Investment Sales.

Before Citi, Mr. McCarthy was Head of Asia at Permal, where he was responsible for growing the firm’s regional business as an alternative investment provider. He has also held various investment and wealth management roles at ABN AMRO Asset Management and BT Financial Group.

Mr. McCarthy holds a Bachelor of Business from Queensland University of Technology in Australia and is a Chartered Alternative Investment Analyst (CAIA).

Derek Mei梅以德

CEO, E.SUN Asset Management Co., Ltd.

Derek Mei is the CEO of E.SUN Asset Management Co., Ltd. and a distinguished leader in Taiwan's asset management industry. With over 20 years of professional experience in wealth and asset management, Derek has made significant contributions across product development, marketing strategy, channel management, and institutional business. He is widely recognized for his profound market insights and exceptional strategic execution.

As the leader of E.SUN AM, Derek is responsible for the company’s overall business development. This includes the development and distribution of mutual funds and ETF products, as well as providing specialized discretionary investment services deeply rooted in the Taiwanese market.

Recent Key Contributions:

  • Diversified Product Development: Under his leadership, the Assets Under Management (AUM) has achieved steady growth. In March 2025, he successfully launched E.SUN AM’s first ETF product and continues to oversee the planning of precision-targeted products to meet market demand.
  • Institutional Advisory Excellence: Derek led his team to be selected as the professional investment advisor for the Private School Teachers Pension Fund, serving 349 schools and 45,000 faculty and staff members.
  • Strategic Resource Integration: He has effectively integrated onshore and offshore resources to drive the continuous expansion of the discretionary mandate business.
  • Expansion of Asia Asset Management Center Initiatives: In active response to government policy, he spearheaded the launch of multi-channel non-securitized fund distribution and External Asset Management (EAM) business, further enhancing the brand's international competitiveness.

Melanie Nan南怡君

President | 總經理, CDIB Capital Group

Melanie Nan is currently the President of CDIB Capital Group, leading the transition
of CDIB from an industrial bank to a multi-strategy asset management platform.
Before joining CDIB full-time in 2015, she was the General Counsel for KGI Financial
(Former China Development Financial Holding). Prior to that, she held a successful
career at Lee and Li Attorneys-at-Law as Senior Attorney, specialized in cross-border
investments, M&As, privatization and international dispute resolution.
Melanie is licensed to practice law in the State of California and in Taiwan. She is also
a certified patent analyst, as well as a Level 1 biotech industry management
professional in Taiwan.
Having spearheaded the formation of CSR Committee for the Board of Directors of
KGI Financial, she is currently the Head of Social Philanthropy Working Group.
Melanie holds an MSc. of Global Finance from the NYU Stern - Hong Kong University
of Science and Technology, an LLM from Soochow University, and a BA from Sarah
Lawrence College.

南怡君女士現任中華開發資本總經理,成功推動公司從工業銀行轉型為以多元
投資策略為核心服務的資產管理平台;之前南怡君女士曾任凱基金控(原中華
開發金控)法務長。於此之前,則為理律法律事務所資深律師,執業時專精於
跨境投資、企業併購、收購、私有化及跨國爭端解決等領域。
南怡君女士為美國加州與臺灣合格執業律師,同時擁有臺灣專利分析師與生技
產業經營管理(第一級)資格。
南怡君女士為凱基金控董事會下首屆企業社會責任委員會之主要規劃團隊,目
前負責委員會社會公益專案。
南怡君女士擁有紐約大學史登商學院與香港科技大學的全球財務管理碩士雙聯
學位、以及東吳大學法學碩士學位。

Joe Qiao喬希

Chief Investment Officer | 首席投資長,  Globaltec Capital

Prof. Joe Qiao is the Chief Investment Officer (CIO) at Globaltec Capital, a single-family office in Taiwan, managing the family wealth of one of the leading semiconductor company founders. Previously, Prof. Qiao held senior roles at Sinovation Ventures, JP Morgan, and Deloitte.

Prof. Qiao is also an adjunct professor of Finance at the Hong Kong University of Science and Technology (HKUST). He holds an M.B.A. from Columbia Business School and is a certified U.S. CPA. He is an opinion leader in the industry and frequently appears in industry conferences and forums. His comments and views are often quoted in the media.

Andrew Shale

Founder and Chief Executive Officer, Asian Private Banker

Andrew Shale is the CEO and founder of Asian Private Banker, established in 2009.

He has over 35 years of business-to-business finance and financial media experience. In addition to a profound interest in media, this includes in-depth sales experience in equity brokerage and derivatives trading.

He is responsible for both the strategic direction and day-to-day operations of APB and for identifying and driving sustainable growth opportunities across the region for all business verticals.

A graduate in Modern Chinese from the University of Leeds, Andy has assisted in developing business for companies including: Global Sources Media, Euromoney, WI Carr, Indosuez, CLSA and Shanghai International Securities.

Frank Shao邵尉

Head of Investment Strategy, CSOP Asset Management

Mr. Frank Shao joined CSOP Asset Management in 2013. As the Chief of Equity Investment, Head of Equity Investment and portfolio manager, he now manages the China New Balance Opportunity Fund (CNBO), which is a UCITS fund, as well as a number of separately managed accounts. CNBO won “I&M Greater China Equity Prize (10 years) ” in 2022 and “China Fund News Yinghua Awards (Overseas)” in 2024. Other mandates under his management also perform well in peers in the long-term.

Mr. Shao has 13 years of professional experience. Prior to joining CSOP, Mr. Shao worked as an analyst with Morgan Stanley. Since joining CSOP, he successively worked as TMT, consumer analyst and portfolio manager. He has established systematic investment framework in terms of relative & absolute return strategies in Greater China equity market. With rich experience in practice, he holds deep insights and special viewpoints over China’s new economy.

Mr. Shao holds Master of Science in Finance degree from the Chinese University of Hong Kong.

邵尉,現任南方東英資產管理有限公司投資策略部主管,投資策略部總監,基金經理。管理中國國家社保港股權益組合、大中華公募基金等產品多年,長期表現優異。曾榮獲I&M機構頒發的"大中華股票基金(10年)投資表現大獎"、中國基金報"英華獎"等行業殊榮。在加入南方東英之前,邵尉先生曾就職於摩根士丹利,至今已積累13年股票投資的專業經驗。

Arnaud Tellier滕雅諾

CEO, Wealth Management Asia, BNP Paribas Wealth Management

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.
Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CEO and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast.

雅諾現任法國巴黎銀行財富管理亞太區行政總裁,其領導的區域團隊匯聚亞洲各個主要市場約
1,000名私人銀行專家。

滕先生負責釐定亞太區業務的策略性方向,並監督日常業務管理。滕先生敬業樂業,採取積極參與 的策略,確保客戶及其家族能夠更有效地駕馭亞洲以至全球不斷變化的市場環境。他榮獲2022 Asian Private Banker Awards for Distinction「年度私人銀行家」殊榮。

滕先生有豐富的資本市場及企業與投資銀行背景,因此能運用涵蓋不同領域的策略,全面滿足法國巴黎銀行私人銀行客戶的需要。

滕先生於法國巴黎銀行工作逾20年,曾擔任多個高級管理層職位。此前,滕先生為新加坡及東南
亞財富管理主管。他曾擔任多個領導職位,包括北歐和中歐企業及投資銀行區域主管,並於2006
年至2010年出任希臘業務執行長暨國家主管,其後在2010年至2013年擔任土耳其企業及投資銀行主管。

滕先生畢業於法國商學院,獲頒授財務學學位,精通西班牙語、法語和英語。他熱愛家庭和
運動。

William Wang王楠淵

Chairman and President, Shin Kong Mitsukoshi Venture Capital

Mr. Nan-Yuan Wan (William) currently serves as the Chairman of SKM VC. Under his leadership, the CDIB-SKM Fund—a co-GP between Shin Kong Mitsukoshi (SKM) and China Development Industrial Bank (CDIB)—successfully reached its original target in just over six months, spanning from February to October 2025.

Prior to his tenure at SKM, Mr. Wang held several prestigious positions, including roles at Morgan Stanley and the private equity firm AB Value. He also served as the Senior Investment Director for CP Group, the largest conglomerate in Thailand.

Mr. Wang holds an MBA from London Business School (LBS) and a Bachelor’s degree in Finance from National Taiwan University (NTU).

王楠淵 (William Wang) 先生現任新光三越創投 (SKM VC) 董事長。在王先生的領導下,由新光三越與中華開發 (CDIB) 共同管理 (Co-GP) 的「新越開發基金 (CDIB-SKM Fund)」,於 2025 年 2 月至 10 月短短半年多內,便達成原定籌資目標。

在加入新光三越之前,王先生曾於多間國際頂尖機構擔任要職,包括摩根士丹利 (Morgan Stanley)、私募基金 AB Value,以及在泰國最大企業集團——卜蜂集團 (CP Group) 擔任資深投資總監。

王先生擁有倫敦商學院 (London Business School, LBS) 的工商管理碩士 (MBA) 學位,以及國立台灣大學 (NTU) 財務金融學系的學士學位。

Yun-chung Wang王允中

Deputy Director General of the Banking Bureau, Financial Supervisory Commission (FSC)

Mr. Wang has served as the Deputy Director General of the Banking Bureau at the Financial Supervisory Commission (FSC) since 2025. In his current role, he oversees the supervision and policy implementation of Taiwan’s banking sector.

Having ascended through the ranks at the FSC—serving as Section Chief, Assistant Director, Deputy Director, Director, and Secretary General—he brings extensive practical experience and professional insights into financial supervision, mergers and acquisitions (M&A), and real estate securitization.

Mr. Wang holds a Master of Laws (LL.M.) from National Chengchi University in Taiwan.

現任金融監督管理委員會(下稱金管會)銀行局副局長,負責協助臺灣銀行業之監督與政策落實。前於金管會銀行局擔任多項要職,曾任銀行局科長、專門委員、副組長、組長、主任秘書等,對於金融監理、併購及不動產證券化均有相當豐富之經歷。

學歷

國立政治大學法律學系研究所碩士

Jerry Wu吳傳文

Deputy Head of Wealth Management Division, Taipei Fubon Bank

Jerry is deputy head of Wealth Management Division, overseeing WM products and private banking business. He joined Fubon in 2010 as co-head of Financial Market Group and assumed various roles ever since, including responsible officer of Fubon securities HK, head of Financial Market of Fubon Securities and head of Financial Market Division of Taipei Fubon Bank.

Prior to joining the firm, Jerry had worked at Taishin Commercial Bank, KGI Asia, Morgan Stanley Asia, Citibank HK & Taiwan and Bankers Trust Taiwan. He earned a MBA from Drexel University in 1990.

吳傳文先生現任財富管理總處副總處長,負責財富管理產品及私人銀行業務。他於2010年加入富邦,擔任富邦金控金融市場事業群共同負責人,並先後擔任多個職務,包括富邦證券香港負責人、富邦證券金融市場處主管及富邦銀行金融市場總處總處長。

在加入富邦銀行之前,吳傳文先生曾在台新商業銀行、凱基證券亞洲、摩根士丹利亞洲、花旗銀行香港及台灣分行及信孚台灣分行任職。吳傳文先生於1990年獲得卓克索大學工商管理碩士學位。

Dennis Yang楊琦

Director, Private Wealth | 董事, 私人財富, CVC

Dennis is the Director of Private Wealth at CVC. He joined the firm in 2025.
Dennis is a member of the Private Wealth Team and is based in Hong Kong. Prior to joining CVC, he worked at JPMorgan Asset Management as Head of Private Bank Distribution Hong Kong. Dennis has a Master of Economics degree from Macquarie University.

楊琦先生是私人財富團隊的成員,常駐香港。在加入CVC之前,他曾在摩根大通資產管理擔
任香港地區私人銀行分銷主管。楊先生擁有澳大利亞麥考瑞大學經濟學碩士學位。

Paul You尤昭文

Chairman | 理事長, Securities Investment Trust & Consulting Association (SITCA)

Mr. Chou-Wen You currently serves as Chairman of First Securities Investment Trust and First Financial Private Equity Co., Ltd. With a distinguished career spanning over 25 years in Taiwan's asset management industry, he has built exceptional expertise across investment trust companies, securities firms, and large multinational financial institutions. 

His diverse professional background encompasses foreign investment operations in Hong Kong, leadership roles in state-owned enterprises, and valuable manufacturing experience gained during his 3 years at Yong Hua Machinery Industrial Co., Ltd. With a diverse perspective and a philosophy of "doing good through financial products," Mr. You has been dedicated to driving industry innovation and institutional reform. He is committed to developing alternative investments and fostering multi-dimensional balanced development across industries. His vision is to create a new landscape for Taiwan's asset management industry, generating mutual benefits for "investors, industries, and Taiwan" as a whole.

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.

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