Taiwan’s wealth management industry is entering a new phase as rising geopolitical uncertainty, regulatory reforms and the rapid expansion of AI-related investments reshape how the island’s affluent investors allocate capital. Long known for parking wealth in dividend-paying stocks, real estate and U.S. assets, Taiwanese investors are increasingly looking offshore for diversification while embracing newer investment themes such as artificial intelligence…
TGWS 2026: Taiwan’s wealthy rethink home bias in hunt for global alpha

Stephanie Li, Asian Private Banker; Chen-Shan Chang, Securities and Futures Institute; Frank Shao, CSOP Asset Management; Jerry Wu, Taipei Fubon Bank
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