First Bank's Wealth Management 2.0 Attracts High-Net-Worth Clients with Surging Demand
第一銀行憑藉財管2.0轉型，透過客製化商品與家族傳承規劃，高資產客戶數突破三千戶且資產管理規模逾三千億元。
📋 Article Processing Timeline
- 📰 Published: May 16, 2026 at 13:14
- 🔍 Collected: May 16, 2026 at 13:31 (16 min after Published)
- 🤖 AI Analyzed: May 16, 2026 at 17:43 (4h 11m after Collected)
First Bank has emerged as a dark horse in the high-asset management market. As of February, its high-asset clients exceeded 3,000, with AUM surpassing NT$300 billion. By offering customized private equity funds, structured products, and Lombard Lending, the bank successfully meets the needs of enterprise owners. Furthermore, it provides comprehensive family office services including tax and inheritance planning. Through strong collaboration across its 183 branches, the century-old bank continues to expand its wealth management footprint.