Bank / Wealth / Trust

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SinoPac Securities

Founded in 1988 as part of the SinoPac Financial Holdings ecosystem, SinoPac Securities emerged from Taiwan's financial liberalization era to become a...

SinoPac Securities logo

SinoPac Securities

Founded in 1988 as part of the SinoPac Financial Holdings ecosystem, SinoPac Securities emerged from Taiwan's financial liberalization era to become a multi-line securities firm. It is headquartered in Taipei and operates through a network of domestic branches and three core international subsidiaries — SinoPac Securities (Asia) in Hong Kong, a Shanghai entity, and a London presence — positioning it as a conduit for capital flows between Greater China and European markets. SinoPac Securities deploys capital and services across brokerage, proprietary trading, underwriting, fixed income, derivatives, and securities investment consulting. On the institutional side, the firm runs dedicated investment banking, fixed income, and international securities (OSU) units, while its retail business is anchored by digital platforms such as the 'Big Household Invest' (大戶投) app, which integrates order routing across multiple market systems. The firm reports credit ratings and public financial statements as a subsidiary of Taipei-listed SinoPac Financial Holdings, though total client assets or deployment are not separately disclosed. Adjacent vehicles under the parent umbrella include SinoPac Futures, SinoPac Securities Investment Consulting, and SinoPac Venture Capital, forming a diversified financial group. As of May 2026, the firm continued to expand digital services, notably adding active ETF holdings tracking to its flagship app, reflecting a tactical emphasis on transparent, self-directed tools for domestic retail investors. SinoPac Securities' structural distinction lies in its hybrid posture as a bank-owned securities dealer that operates across three regulatory jurisdictions without being an independent family office or private investment partnership. Unlike pure trading shops, it combines retail mass-market digital infrastructure with institutional underwriting and cross-border brokerage, a configuration common among Asian bank-affiliated securities arms but unusual in its simultaneous coverage of Taiwan equities, Hong Kong ECM, and London-facing execution.

General information

Firm type

Bank / Wealth / Trust

Year founded

1988

Location

Region

Asia

Country

Taiwan

City

Taipei

Corporate office

Taipei, Taiwan

Additional offices

Hong Kong · Shanghai · London

Frequently asked questions

Does SinoPac Securities manage discretionary portfolios or proprietary funds?

SinoPac Securities engages in proprietary trading across equities, fixed income, and derivatives, using the firm's own balance sheet. It also offers securities investment consulting through its subsidiary, SinoPac Securities Investment Consulting. The firm does not publicly market discretionary portfolio management as a standalone fund-management business and has not disclosed third-party AUM figures.

What is SinoPac Securities' approach to digital financial services?

The firm invests heavily in retail-facing digital infrastructure, centered on the 'Big Household Invest' (大戶投) app. Recent capabilities include smart tracking of active ETF holdings and a stock gift card product that treats securities as transferable consumer items. These initiatives suggest a strategy of using technology to broaden retail participation and sticky asset aggregation rather than solely competing on institutional trading volumes.

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