Fubon Financial Holdings is participating in the "2025 Taiwan Weeks ETF Investment EXPO," which runs from October 17 for three days at the Kaohsiung Exhibition Center. The event, organized by the Financial Supervisory Commission along with several financial institutions, aims to promote knowledge of ETFs and support the goal of making Taiwan an Asian Asset Management Center.
Fubon's four main subsidiaries—Fubon Life, Taipei Fubon Bank, Fubon Securities, and Fubon Asset Management—are working together at the expo to advance financial education and help customers grow their wealth. At the expo's "ETF Theme Pavilion," attendees can learn about various ETF products through interactive displays. Fubon Securities and Fubon Asset Management have set up booths featuring a range of investment products and an AI investment assistant designed to make investing more accessible.
Fubon Securities has expanded its offerings by developing a platform that allows regular savings plans for both Taiwan and U.S. ETFs using AI technology. This service includes nearly 400 ETFs and individual stocks available for daily investment. A new dividend reinvestment feature is also planned to help investors steadily build assets. According to Fubon Securities, these efforts are part of their commitment to inclusive finance: "Fubon Securities aims to facilitate low-barrier investment mechanism that help investors cultivate financial habits and improve their wealth management capabilities."
The company is preparing to launch its AI PRO smart trading app with an integrated AI assistant for ETF selection and market tracking tools. The app intends to enhance decision-making for investors by providing efficient access to market trends.
Fubon Asset Management continues its focus on active and passive fund markets. After merging with Jih Sun Securities Investment Trust earlier this year, it now manages over NT$1 trillion in assets as of September 2025—a record high for the company. The firm offers 48 domestic and overseas ETFs covering regions such as Vietnam, India, China (Hang Seng China Enterprises), as well as Taiwan’s largest overseas stock ETF—the Fubon NASDAQ ETF.
"According to statistics from the Securities Investment Trust & Consulting Association, as of September 2025, Fubon Asset Management has issued a total of 48 domestic and overseas ETFs and maintains its leading position in the industry." The company's overseas equity ETFs remain top-ranked in scale within the industry.
Fubon Life operates out of Kaohsiung's Lingya Branch Office within the Asian Asset Management Center pilot zone. It focuses on wealth management services including foreign currency life insurance products tailored for high-net-worth clients seeking flexible asset allocation options without certain regulatory restrictions on death benefits.
"As of September 30, cumulative premiums accepted reached approximately NT$180 million." Additionally, verified premiums through its Overseas Insurance Unit exceed NT$4 million. These results highlight what Fubon Life describes as "leading market positioning and product competitiveness in the high-net-worth life insurance segment."
Taipei Fubon Bank is promoting cross-border asset management under its “Wealth Heritage” program in partnership with a Swiss international private bank. The bank connects major Asia-Pacific financial centers—including Taiwan, Hong Kong, Singapore, and Vietnam—to provide integrated planning across generations: "Built on a foundation of diverse product offerings and expert teams, the bank creates a one-stop cross-border asset management platform that precisely addresses the multifaceted needs of high-net-worth customers in asset allocation, generational succession, sustainability, and family governance."
The initiatives showcased at this year's expo reflect ongoing efforts by Fubon's subsidiaries to broaden access to diversified financial products while supporting Taiwan’s development as an asset management hub in Asia.