# Yuanta Securities

Yuanta Securities is a Bank / Wealth / Trust based in Taipei, Taiwan.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Taipei, Taiwan
- **Region:** Asia
- **Address:** Taipei, Taiwan
- **Founded:** 1961
- **Assets under management:** Undisclosed
- **Website:** www.yuanta.com.tw
- **LinkedIn:** https://www.linkedin.com/company/yuanta-securities
- **Wikidata:** Q109893

## Regulatory record

- **Reports private funds:** No

## About

Yuanta Securities is an investor based out of Taiwan. Yuanta Securities is a wholly-owned subsidiary of Yuanta Financial Holdings.

## Sectors

- Financial Services
- Brokerage
- Investment Banking

## Offices

- Hong Kong, China
- Shanghai, China
- Seoul, South Korea

## People

- Chen Xiukuan — Chairman

## Questions

### How does Yuanta Securities source its deal flow and investment opportunities?

Yuanta's primary deal flow originates from its dominant onshore brokerage platform, which captures approximately 12% of Taiwan's retail trading volume. This domestic distribution network gives the firm preferential access to ECM mandates, particularly Taiwanese IPOs and secondary offerings. In cross-border contexts, Yuanta leverages its Hong Kong, Shanghai, and Seoul offices to bridge Greater China issuers with Taiwanese institutional and retail demand.

### What is Yuanta Securities' role in cross-border ECM activity?

Yuanta serves as a critical ECM gatekeeper for cross-border capital raising targeting Taiwanese liquidity. The firm has acted as bookrunner and co-manager on multiple Taiwan Stock Exchange and TPEx IPOs, combining local distribution muscle with syndication relationships across Hong Kong and mainland China. Global investment banks frequently partner with Yuanta to access Taiwan's domestic institutional and retail investor base.

### How is Yuanta Securities related to Yuanta Financial Holdings?

Yuanta Securities is the core brokerage subsidiary of Yuanta Financial Holdings, a publicly listed financial conglomerate formed through the 2012 merger of Yuanta Financial Holdings and Polaris Securities. The parent group also encompasses Yuanta Bank, Yuanta Asset Management, and Yuanta Futures, creating a vertically integrated structure that spans banking, brokerage, and investment management under one regulatory umbrella.

### What is Yuanta's posture on wealth management and trust services?

Wealth management is a growing strategic priority for Yuanta, leveraging its dominant retail brokerage base to convert trading clients into managed-account and trust relationships. In 2024, the firm obtained regulatory approval to expand its wealth management trust business, allowing it to custody and actively allocate domestic trust assets. This expansion deepens Yuanta's ability to compete with foreign private banks for Taiwan's onshore high-net-worth segment.

## Related profiles

- [Yuanta Savings Bank Korea](https://altss.com/profile/yuanta-savings-bank-korea)
- [Yuanta Securities Finance](https://altss.com/profile/yuanta-securities-finance)

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Last updated: 2026-05-30T19:03:50.565Z

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