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PersonalBusinessPB/AAMCESGAbout E.SUN
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Asian Asset Management Center

Opening a new future for wealth management

E.SUN Asset Management Zone

By leveraging our financial holding resources, we provide financial products and services that rival those of international private banking, creating professional and comprehensive asset management solutions.

Financial assets/Insurance financing

service-1

Leveraging financial assets from diversified platforms as collateral, and combining with premium financing and policy loan services, helps optimize the overall investment and financing plan.

Financial assets financing

  • Diversified platforms including bank(Taiwan, Hong Kong, Singapore) and securities
  • Diversified assets such as funds, bonds, stocks, structured products and time deposits
  • Improve portfolio performance and diversify asset allocation to effectively manage and reduce risk without the need to sell assets

Insurance financing

  • Provide premium financing and policy loan services, and cooperate with many insurance companies
  • Enable insurance policies with policy reserves as collateral
  • Balance financial protection and legacy planning
  • Improve the efficiency of capital, and reduce the financial pressure of lump-sum payments

Family office services

service-2

By invitation only, our family office services aim to help families with assets exceeding NT$3 billion, turning the family expectations, successional goals and ideas into action plans.

Customized Succession Planning

  • Family succession and tax planning
  • Family wealth protection and estate distribution strategy
  • Onshore inheritance tools and offshore trust consultation
  • Family philanthropy and values alignment, family council and committee formation

Personalized Investment Advisory and Planning

  • Active portfolio allocation
  • Thematic/Event-based investing
  • Sub-account management plan
  • Alternative investment planning

Domestic and overseas financial services

service-3

By connecting our platforms across Taiwan, Hong Kong, and Singapore, we are expanding our services to provide high-net-worth clients with comprehensive solutions for their diverse asset allocation needs, both locally and internationally.

Diversified investment products

  • Execution-only transaction
  • Diversified Private Funds
  • Act as an agent to sell insurance products in the asset management zone

One-stop cross-border financial services

  • Assist in opening bank accounts in Hong Kong and Singapore branches *1
  • Provide overseas asset allocation advice and product marketing *2

*1： Assistance from E.SUN Asset Management Zone staff is required.
*2： Provided by employees returning to Taiwan from Hong Kong and Singapore branches, accompanied by E.SUN Asset Management Zone staff.

E.SUN Asset Management Zone - Service Center

Location：10~12F., No. 22-2, Siwei 4th Rd., Lingya Dist., Kaohsiung City 802 , Taiwan