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Wealth Management

Combining the Financial Holding Company’s resources in its Taiwan, Hong Kong, Singapore, Thailand and Shanghai offices, KGI Wealth Management offers clients highly diversified financial products covering mutual funds, foreign stocks, bonds, commodities, insurance and more, along with house views on financial markets and the cutting-edge GAMA (mean-variance) Investment module to provide the optimal investment portfolio for clients. By implementing such an investment philosophy, customers can diversify investment risks, reduce exposure to market volatility, and ultimately achieve steady asset growth. On the personnel front, KGI Wealth Management has recruited a talented staff for its financial advisory team and continues to enhance personnel skill sets. On the digital finance side, KGI Wealth Management has constantly improved functionality by enhancing the online account-opening and online trading interfaces, and by providing current portfolio P&L positions and the latest market info around the clock. In the OSU international securities business segment, KGI Wealth Management has been leading the industry by providing integrated account-opening, collateral lending and custodian services, which together allow customers to trade multiple financial products and manage capital transactions with efficiency and convenience.
 
KGI Securities has garnered outstanding accolades in the wealth management sphere by both its customers and Institutional evaluation agencies. In 2016, KGI Securities Wealth Management Business was awarded the ‘The Second Place’ and ‘Best Service Team’ by Business Weekly Wealth Management magazine and ‘Best Service of Security Houses’ by Wealth magazine. Looking ahead, KGI Securities Wealth Management is continuously seeking to take the industry lead in both 'The Number of Clients ' and 'The Trust Asset' aspects. Combining its online and traditional service interfaces, KGI Securities Wealth Management will continue to provide professional wealth management services with its products, and strive to maintain its lead in the industry.
 
Trust Investment Service
With KGI Wealth Management’s Trust One account, customers can trade various financial products, including onshore and offshore mutual funds, overseas stocks and ETFs, fixed-income bonds and various foreign currency (including renminbi) products in NT dollars or a foreign currency. Furthermore, clients can enjoy a dedicated financial advisory service, providing asset allocation services, up-to-date market info and even the tailored-made wealth management solutions to high-net-worth clients.
 
Securities Lending Service in Trust
Ahead of peers, KGI Securities launched Wealth Management’s Securities Lending Business in Trust (SLB) in 2011. Supported by the Company’s expertise in securities lending, together with the Company’s current business scale, currently ranked 2nd in the SLB (Securities Lending Business) market, KGI Wealth Management can provide the clients with more chances to actively manage their stocks, and generate extra profits via the Wealth Management platform.
 
Oversea Securities investment Service
Through KGI Wealth Management’s trading platform, investors can easily place orders with a Chinese interface to more than 21 major financial markets, including Hong Kong, the United States, Shanghai, Shenzhen, Japan, Singapore and Thailand, directly from Taiwan with little service fees. In addition, the KGI Wealth Management account, united with local Banks Networking, has enabled clients to directly manage oversea cross-currency transactions with higher efficiency and without the need to open overseas banking accounts, and to place orders at a suitable timing. To meet the varieties of needs from wealth management clients, in 2010, KGI Wealth Management enabled clients to trade US and Hong Kong stocks via the internet, and to settle directly in NT dollars. Taking one step further, along with regulation amendments in 2014 and 2016, professional Investors can now invest in China’s stock market directly via the “Shanghai-Hong Kong Stock Connect (滬股通)” and the ”Shenzhen-Hong Kong Stock Connect (深股通)”, which enhance convenience and trading efficiency from the client’s perspective, and in a broader sense will lure more domestic investors to trade and invest in overseas markets.