Asia Resource Center Achieves Results: FSC Announces Taiwan's Asset Management Scale Increased by 10.62 Trillion

(Taipei, June 16, Reporter Lü Yanzhi, Su Siyun) The Financial Supervisory Commission today revealed the performance of the Asia Resource Center and the Kaohsiung Special Zone. From June 2024 to the end of April 2026, the asset management scale of the financial industry increased by 10.62 trillion New Taiwan dollars. Notably, the growth of high-asset services in banks was particularly significant, with the management scale of high-asset services growing by 118% and the number of customers increasing by 153%.

Lin Xisheng, Director-General of the Innovation Department of the Financial Supervisory Commission, explained at a regular press conference today that since the promotion of the Asia Resource Center policy in September 2024, 52 regulatory adjustments have been completed in total, and the goal of increasing the asset management scale by 4 trillion yuan in two years has been achieved, indicating that the policy's effectiveness is gradually being demonstrated.

Lin Xisheng explained that since the policy was implemented, the number of investment trust companies with asset management exceeding 100 billion yuan has increased from 3 to 8. The active ETF market has also grown rapidly, with 30 funds listed by the end of May this year, a scale exceeding 87 billion yuan, and 8 foreign investment trust companies have set up regional centers in Taiwan.

Lin Xisheng further pointed out that there are now 57 financial institutions in the Kaohsiung Special Zone, promoting 38 trial businesses such as credit financing, overseas fund sales, and innovative insurance products. The cumulative disbursement of credit financing business in the banking industry has reached 2,720 cases, with a loan balance of nearly 4.94 billion yuan; the number of customers for wealth management business has reached 371, with an investment balance of approximately 4.3 billion yuan.

Lin Xisheng said that the investment trust and consulting industry promoted the trial of multi-channel overseas funds without the nature of securities investment trust funds, listing 12 products, with investors holding an amount of 3.3 billion yuan. In the insurance industry, innovative products have a total of 219 effective contracts, with total premium income reaching 3.6 billion yuan.

Lin Xisheng said that by the end of April this year, the number of banks handling high-asset services has increased from 12 to 21, with the management scale of high-asset services growing from 1.17 trillion yuan to 2.55 trillion yuan, a growth of 118%, and the number of customers has also increased from 9,500 to 24,000, an increase of 153%; in terms of trial family office business in the special zone, a total of 161 have been served, with entrusted asset management of nearly 7.12 billion yuan.

In addition, the Financial Supervisory Commission statistics show that since the launch of the Taiwan Individual Investment Savings Account (TISA) system, by the end of May this year, approximately 164,000 people have opened accounts, and the account asset scale has reached 17.323 billion yuan. As of the end of April this year, the issuance of sustainable bonds has reached a total of 317, with a total amount exceeding 93.21 billion yuan.

Regarding whether the second phase of TISA will have tax incentives, Gao Jingping, Director-General of the Securities and Futures Bureau of the Financial Supervisory Commission, said that including the amount, tax incentive methods, and holding period limit conditions, continuous communication is being conducted with the Ministry of Finance.

At the same time, Lin Xisheng pointed out that the Taiwan Innovation Board has introduced multiple new systems such as the cancellation of investor restrictions and the alignment of trading systems with the general board. The cumulative total turnover this year has reached approximately 9.08 billion yuan, with a year-on-year increase of 289%, fully enhancing market participation and supporting the growth of emerging industries.

The Financial Supervisory Commission stated that in the future, it will promote the expansion of cross-border financial services, enhance Taiwan's international strength in asset management, build a one-stop cross-border financial service platform, the 'Overseas Asset Management Platform' (OAMU), strengthen the functions and incentives of the Taiwan version of the TISA system, and summarize the trial results of the Kaohsiung Asset Management Special Zone, and study the expansion of mature businesses nationwide.