Foreign Banks: Taiwan Family Office Wealth Mostly from Traditional Industries, with Structural Advantages in AI Investment
According to a report by BNP Paribas Wealth Management and Campden Wealth, Taiwan's family offices, while deriving wealth from traditional industries, possess structural advantages in AI investment. They diversify investments beyond stocks and real estate into private equity, alternative investments, and digital assets. High-net-worth clients face challenges in wealth and succession planning, including taxation, management rights, and family governance, where family offices provide support. Asia-Pacific family offices are adjusting asset allocations towards increased liquidity and defensive positions, including cash, government bonds, commodities, and private credit.
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- 📰 Published: April 7, 2026 at 19:10
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BNP Paribas Wealth Management and research firm Campden Wealth recently co-published the "2025 Asia Pacific Family Office Report." This study covered 317 family offices globally, with the Taiwan market included in the survey sample for the first time this year, indicating Taiwan's increasing importance in the regional family office landscape.
The report cited respondents who believe that the wealth of Taiwan's family offices largely originates from traditional industries, but their investment mindset has moved beyond tradition, no longer limited to stocks and real estate. Instead, they are beginning to allocate to emerging asset classes such as private equity, alternative investments, and digital assets. Concurrently, given Taiwan's leading position in the global semiconductor industry, Taiwan's family offices possess structural advantages in AI investment. Investors are not merely financial investors but tend to be strategic investors combining industrial resources.
Hsu Che-kun, Head of Wealth Management Taiwan at BNP Paribas, stated that driven by the AI wave, Taiwan is experiencing a structural transformation of wealth, leading to the rise of a new generation of entrepreneurs whose investment needs are increasingly globalized and professionalized.
Hsu Che-kun observed that investors' interest in alternative assets and private markets continues to grow, reflecting not only Taiwan's wealth growth momentum but also echoing the broader Asia Pacific trend towards diversified allocation and long-term investment resilience.
In addition to investment management, as cross-asset and cross-generational allocation becomes increasingly complex, Hsu Che-kun pointed out that high-net-worth clients typically face three major challenges when conducting wealth transfer and succession planning: tax planning, corporate management rights and equity distribution, and family governance. Family offices can assist with these.
On the other hand, observing the overall asset allocation of family offices in the Asia Pacific region, the report noted that respondents' preferred allocation for the next 12 months is cash and liquid assets, with investment strategies clearly shifting towards a more balanced asset allocation. Among these, respondents' expected average return on investment for the past year was 6%, reflecting investors' greater emphasis on stability and risk management in an environment of increased market volatility.
The report also mentioned that despite a more cautious short-term investment attitude, surveyed family offices maintain significant allocations to private assets. Private markets account for approximately 24% of the overall investment portfolio and are still considered a core asset class that helps enhance long-term returns and manage risk, even with recent mixed performance.
Concurrently, the report indicated that Asia Pacific family offices show significant adjustments in asset allocation. The categories with the highest net increase include gold and precious metals (up 30%), developed market government bonds (up 22%), commodities (up 22%), cash and liquid assets (up 22%), and private credit and direct lending (up 13%), indicating a continuous shift in overall investment strategy towards increasing liquidity and strengthening defensive positions. (Edited by Lin Shu-yuan) 1150407
The report cited respondents who believe that the wealth of Taiwan's family offices largely originates from traditional industries, but their investment mindset has moved beyond tradition, no longer limited to stocks and real estate. Instead, they are beginning to allocate to emerging asset classes such as private equity, alternative investments, and digital assets. Concurrently, given Taiwan's leading position in the global semiconductor industry, Taiwan's family offices possess structural advantages in AI investment. Investors are not merely financial investors but tend to be strategic investors combining industrial resources.
Hsu Che-kun, Head of Wealth Management Taiwan at BNP Paribas, stated that driven by the AI wave, Taiwan is experiencing a structural transformation of wealth, leading to the rise of a new generation of entrepreneurs whose investment needs are increasingly globalized and professionalized.
Hsu Che-kun observed that investors' interest in alternative assets and private markets continues to grow, reflecting not only Taiwan's wealth growth momentum but also echoing the broader Asia Pacific trend towards diversified allocation and long-term investment resilience.
In addition to investment management, as cross-asset and cross-generational allocation becomes increasingly complex, Hsu Che-kun pointed out that high-net-worth clients typically face three major challenges when conducting wealth transfer and succession planning: tax planning, corporate management rights and equity distribution, and family governance. Family offices can assist with these.
On the other hand, observing the overall asset allocation of family offices in the Asia Pacific region, the report noted that respondents' preferred allocation for the next 12 months is cash and liquid assets, with investment strategies clearly shifting towards a more balanced asset allocation. Among these, respondents' expected average return on investment for the past year was 6%, reflecting investors' greater emphasis on stability and risk management in an environment of increased market volatility.
The report also mentioned that despite a more cautious short-term investment attitude, surveyed family offices maintain significant allocations to private assets. Private markets account for approximately 24% of the overall investment portfolio and are still considered a core asset class that helps enhance long-term returns and manage risk, even with recent mixed performance.
Concurrently, the report indicated that Asia Pacific family offices show significant adjustments in asset allocation. The categories with the highest net increase include gold and precious metals (up 30%), developed market government bonds (up 22%), commodities (up 22%), cash and liquid assets (up 22%), and private credit and direct lending (up 13%), indicating a continuous shift in overall investment strategy towards increasing liquidity and strengthening defensive positions. (Edited by Lin Shu-yuan) 1150407