Strengthening Asset Management
- Expand the Scale of Domestic Asset Management
- Expand Investments of Foreign Asset Management
- Establish Asset Management Zones in Taiwan
WHY TAIWAN
- 2025
Forecast
Economic Growth - 2025
High Economic Freedom
- Talent Resources
A Global Talent Hub
- Private Savings
Wealth Among the People,
Development Potential - Funds:
Gradual Increase in Fund Asset Scale
- Capital Market
Rapid Growth in the Scale of Taiwan's Stock Market
IMD Business School
2024 Global Talent Competitiveness Ranking
#18
Worldwide#3
in Asia-Pacific RegionTaiwan's Excess Savings in 2024: NT$4.01 trillion
Total Assets Under Management by Taiwan’s
Investment Trust and Consulting IndustryAs of the end of 2024, closing index and total
market capitalization reached new all-time highs.
Top 5 Priority Programs
Inclusion & Sustainability Integration
- Support TISA and Promote Asset Management Education
- Promote Green Financial Product
- Professional Talents Capacity Building
Wealth Management Promotion
- Boost Private Banking Business in Taiwan
- Family Office Business Promotion Plan
- OBU Wealth Management Business Expansion Plan
Fund into Public Infrastructure
- Development Program for Public Infrastructure and Related Financial Products
- Promote Investments in Public Infrastructure and Ageing Society
- Promote Strategic Investment Items
- REITs Promotion Project
Expand Investment in Taiwan
- Expand Investments in Venture Capital and Startups
- Capital Market Growth Plan
- International Cooperation in Capital Markets
Achievements
Future Priorities
Establish a Dedicated Asian Asset Management Center Unit
- Decision-Making Level: Executive Yuan to lead cross-ministerial coordination
- Execution Level: Financial Supervisory Commission to create a policy task force responsible for regulatory adjustments and policy implementation
- Service Level: Taiwan Stock Exchange to set up an Asian Asset Management Center office to coordinate related organizations, assign dedicated staff, and provide practical business support
Expanding the Scope of Cross-Border Financial Services
- Extend Taiwan’s financial services into international markets to enhance the global visibility and attractiveness of Taiwan’s asset management industry, strengthening capital retention and attraction.
- Pilot cross-border financial services by domestic banks and securities firms within the special zones, with plans to expand these services nationwide in the future.
Building the Premier Platform for Company Listings
- The Taiwan Stock Exchange has launched an Innovation Board to encourage companies with key core technologies, innovative capabilities, or pioneering business models to enter the capital markets.
- The Exchange will accelerate the development of internationally competitive regulations for the Innovation Board, positioning Taiwan’s capital market on the global stage and uncovering the next unicorn.
Building a One-Stop OAMU Financial Service Platform
Creating a comprehensive offshore asset management platform (OAMU) to deliver end-to-end services for overseas clients.
- Integrate OBU, OSU, and OIU within the special zone to pilot joint account opening, collaborative promotion, and co-marketing efforts.
- OSU offers convenient account opening and transaction services to attract overseas funds from Taiwanese businesses.
- Introduce new OIU products and extend tax incentives to enhance OIU’s competitiveness.
Enhancing TISA Features and Incentives
Phase 1: Collaborative Promotion of the TISA System
☑️ The Central Securities Depository assists individuals in setting up and managing dedicated accounts, while service providers offer discounts to attract investors.
☑️ Utilize existing tax incentive measures.
☑️ TISA was officially launched in July 2025.
Phase 2: Exploring Additional Tax Incentives
- Cross-ministerial discussions are underway to secure new tax benefits, supporting the development of the third pillar of retirement planning.