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Wealth Management

Combined with Financial Holding Company’s resources in Taiwan, Hong Kong, Singapore, Thailand and Shanghai offices, KGI Wealth Management can offer the clients most diversified financial products, covering mutual funds, foreign stocks, bonds, commodities, insurance and so forth, together with the Financial Market’s House view, and cutting-edge GAMA(mean-variance) Investment module, to present the optimal investment portfolio with clients. Via the implementation/adoption of such investment philosophy, customers can diversify his/her investment risk, reduce the investments volatility from the market, and ultimately achieve steady asset net growth. In personnel front, KGI Wealth Management had recruited talented people building up the Financial Advisory team and continuing to enhance personnel skill sets and service qualities. On Digital Finance side, KGI Wealth Management has constantly improved its system functions via enhancing its online account-opening, online trading interface, and providing immediate portfolio P&L position and latest market info at any time. Meantime, in OSU International Securities Business segment, KGI Wealth Management has been leading the industry to provide the Integrated Account-Opening, Collateral Lending and Custodian Services which altogether allow customers to trade Multiple Financial Products, and to manage capital transaction with handy efficiency and convenience.
 
Over time KGI Securities has demonstrated outstanding remarks in Wealth Management sphere by both its customers and Institutional Evaluation Agencies. In 2016, KGI Securities Wealth Management Business had been awarded with 'The Second Place' and ' Best Service Team' by Business Weekly Wealth Management magazine, and ' Best Service of Security Houses' by Wealth magazine 2016. Looking ahead, KGI Securities Wealth Management is continuously taking the lead of the industry in both 'The Number of Clients ' and 'The Trust Asset' aspects. Combining with its online and traditional service interfaces, KGI Securities Wealth Management will continue to provide the professional Wealth Management services to its products, and stride to maintain its lead in the industry

Trust Investment Service
Via KGI Wealth Management Trust One account, customers can trade various financial products which include onshore and offshore mutual fund、overseas stock and ETF、Fixed Income Bonds and various Foreign Currencies (including RMB) products in Taiwanese dollars or Foreign Currency. Furthermore, client can enjoy the dedicated Financial Advisory service, providing Asset Allocation, Up-to-date market info and even the tailored-made Wealth Management solution to the High-Net Wealth client group.

Securities Lending Service in Trust
Ahead of the Industrial peers, KGI Securities launched Wealth Management’s Securities Lending Business in Trust (SLB) in 2011. Supported with Company’s expertise in Securities Lending, together with company current business Scale, currently ranked 2nd in SLB(Securities Lending Business) market, KGI Wealth Management can provide the clients with more chances to active their equity stocks, and generate extra profits via the Wealth Management  platform.
 

Oversea Securities investment Service
Though KGI Wealth Management’s trading platform, Customers could simply place orders with the Chinese interface to more than eighteen major financial cities, including Hong Kong, the United States, Japan, Singapore, Thailand, Luxemburg and so forth, directly from Taiwan with little service fee. In addition, KGI Wealth Management account, united with inland Banks Networking, has enabled the clients to directly manage oversea cross-currency transactions with higher efficiency and without the need of opening oversea banking accounts, and to place Equity buy/sell orders at the suitable market timing. To meet the varieties of needs from Wealth Management client, in 2010 KGI Wealth Management has enabled the clients to trade US and HK stocks via Internet, and to settle directly with Taiwanese Dollar. Taking one step further, alone with regulation change in 2014, Professional Investor can invest directly into Hong Kong and Shanghai Market Equity Market via the “Shanghai-Hong Kong Stock Connect(滬股通)” , which eventually enhanced the convenience and trade efficiency from clients’ perspective, and in a broader sense will allure more domestic investor to trade/invest in oversea markets.