Taiwan

Taiwan 2019-12-12T17:59:10+02:00

Overview

UCAP Asset Management (Taiwan) Co. Ltd. is an independent financial advisory firm dedicated to providing investment solutions which cater to the specific needs of our clients. From our offices in Taipei, we aim to combine this dedication to individualized service with an unflinching commitment to long-term capital appreciation and risk control.

Our Services

As an independent asset manager, we offer truly open-architecture solutions to our clients. Our discerning collaboration with the region’s leading financial institutions enables us to offer a menu of investment platforms, financial solutions, custody services, and asset management expertise as varied and comprehensive as our clients’ needs.

UCAP Taiwan offers access to the following asset classes:

  • Equities
  • Bonds
  • Cash
  • Forex
  • Hedge Funds
  • Private Equity
  • Structured Products

We have in place a dedicated team of investment advisers to analyze and implement comprehensive risk control parameters across all invested assets based on individual client investment objectives and risk appetite. Our team closely monitors the performance of each investment and implements daily corrections in order that the portfolio always meet the client’s objectives.

UCAP Taiwan offers asset supervision and reporting throughout the life of each investment. Via its proprietary reporting platform, UCAP Taiwan is able to supply precise portfolio data consolidated across the client’s custodian banks.

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Our Partners

Central to our approach is a desire to partner and collaborate with the most experienced investment advisors, wealth managers, and custodians within our own region and beyond—individuals and institutions with a precise understanding of the regional investment palette and regulatory atmosphere.

Our preferred partners are overwhelmingly those who share in our entrepreneurial spirit, boast impressive wealth management track records, and offer comprehensive services such that our clients may benefit from a broad network of skills and capabilities.