Directory · TW
Financial Services in Taiwan
A register of firms and the professionals working at them in the Financial Services sector based in Taiwan. Browse the public index, then filter or export on Kipplo.
Companies
188 on file
Katina Capital Partners
Katina Capital Partners was founded by a group of finance and investment professionals whom have more than 20 years of experience in South East Asia. The team has a broad range experience in numerous industries including: FMCG, financial services, industrial manufacturing, real estate, commodities, energy, and F&B. Our team and the members of our advisory board, consists of working professionals from six countries that have a particular focus on Vietnam. Their breadth and depth of their knowledge help to bring out the value of each of our investment opportunities and help us to accelerate growth and value. Our fund primarily focuses on investments in Vietnam to support the growth and unlock potential of fast-growing industries that are part of the overall growth story. We promote developments in Vietnam with a global network of strategic partners to assisting our investees with dynamic solutions to elevate them closer to international standards.
11 to 50 staff
Broadedge
BroadEdge is building the next-generation of AI-leveraged portfolio management tools. Our Vorpal platform combines deep fundamental domain expertise along side strategy discovery, AI-optimization, and a sophisticated front-end trading platform for fund managers to achieve maximum alpha generation.
1 to 10 staff
Capital Gateway Investments
Capital Gateway (CG) Investments, established in 2007, is committed to bringing global perspectives to Taiwan investors, introducing a broad range of offshore investment products with a strong track record, and helping clients seize golden investment opportunities. CG, headquartered in Taipei City, established two branches in Taichung and Tainan in 2013 to strengthen its commitment and investment in the local market. As a leading security investment consulting services provider, CG has a broad partnership with nearly 50 sales agents and services more than clients, including institutional investors, banks, insurance companies, securities firms, and pension funds. It's simple and clear: we're here to fulfill clients’ asset management and investment services requirements. In addition to providing timely, comprehensive, and professional investment information, CG invites foreign investment managers to Taiwan to share their latest investment views on markets and fund positioning with Taiwan investors so as to provide international and high-quality wealth management services to clients.
11 to 50 staff
Dr.Pay, Realfin Technology
DR.PAY, HealthFintech Top 12 Global Startups of JUMPSTARTER 2019 Top 100 Fight Club of Echelon 2018 Alternative Healthcare Financing to Help People can Afford for Better Treatment by using Blockchain Smart Contracts, Biometric Identifications and Big Data Credit Rating Mechanism.
11 to 50 staff
Fusion Lastmile
ICO(>75%)(soft cap) ICO: Soft cap \ With a few thousand ICO projects a year and a majority being scams which are not shy to boost their generous profits, good projects are hard to be noticed. Hundreds of ICO projects (>75%) failed every year because they came up short in reaching the minimal funding size (soft cap). Some of these failed project deserved to fail, but good, responsible teams could become successful if they get help at the last mile to get over the soft cap huddle. Fusion$LastMile assist good innovators overcome the most critical challenges of ICO fundraising: Soft Cap We offer an exclusive environment to matchmake deals on a private fund raising platform. We help experienced investors and innovators find each other and automate the investment process by an automated, distributed exchange mechanism. We can also provide services to continue coaching the teams and provide necessary assistances for them to be successful.
11 to 50 staff
Simfo - Systems Impact Multi-Family Office
The systems change company cultivating regenerative capital for a regenerative world.
1 to 10 staff
Vanon Capital Partners
VANON Capital Partners is an independent financial services firm that provides corporate advisory services to public and private companies in the Asia Pacific market. The Firm's services include mergers and acquisitions advice, IPO advice, and capital raisings. The Firm is made up of a group of talented and experienced professionals recruited from a wide variety of leading global financial institutions to provide financial solutions to help companies grow their businesses and maximize value. Our goal is to continually grow and expand our business by cultivating long-term client relationships by delivering the highest quality of services with measurable results.
1 to 10 staff
Tixguru
At Tixguru, we are committed to revolutionize the financial industry with cutting-edge AI technologies. Our team consists of software engineers from world's top companies, machine learning experts and private capital fund managers with 20+ years of trading experience. This unique mixing of talents allows us to transform difficult trading decisions into objectives that machine can comprehend and prosper, providing a new beginning for the ancient business.
11 to 50 staff
Fidenza Capital
Fidenza Capital is an investment firm specializes in investing in early-stage, tokens, and projects related to blockchain tech, digital currency.
1 to 10 staff
Helmsman Asset Management
We’re a self-funded asset management company headquartered in Taipei. We focus on global and diversified portfolio across a broad range of asset classes in public and private equity markets with a long-term investment horizon.
1 to 10 staff
Indosuara International Co. Ltd
11 to 50 staff
Ming Sheng Administer Co., Ltd
MING SHENG ADMINISTER CO, LTD.(MSA) was founded in 2017 in Taiwan. However, our company has more than 20 years of experience and has grown to more than 50 branches in various provinces in Taiwan. MSA provides several services to the foreign migrant worker community in Taiwan, which include- Employment Service - Labor force assignment services - Remittance Services (Legal and licensed)- Retail sales of food and groceries and other goods from Indonesia, Vietnam, Thailand and the Philippines. Our Mission and Vision Providing convenient services to the foreign migrant worker community in Taiwan Guarantee customer satisfaction. The joy for us at MSA is the satisfaction of our customers. We respect, love and value all of our customers. In money transfer services, we will always guarantee 100% satisfaction for our customers by ensuring their funds and payments are processed quickly, safely and securely.
51 to 200 staff
Null Investing Llc
NULL Investing LLCNULL Investing Discord - NULL Investing NULL Investing proudly offers a comprehensive suite of resources for investors, encompassing informative podcasts, valuable educational materials, a Discord server featuring expert analysts' insights, tried-and-tested stock screening strategies, and innovative trading ideas. Additionally, we specialize in the development and sale of quantitative trading strategies to further empower our clients. As a one-stop solution hub and vibrant discussion community for investors, NULL Investing is committed to fostering a supportive and collaborative environment. On behalf of our entire team, we warmly welcome you to the NULL Investing family! OUR VISION OUR MISSION OUR SERVICE -Podcast -
11 to 50 staff
Chinatrust Life Insurance Co., Ltd
11 to 50 staff
Concord Capital Management Corp
11 to 50 staff
Finatext Taiwan Ltd
Reinvent Finance as Service” Finatext was founded in December 2013 predominantly by graduates of the University of Tokyo, aiming to provide a next-generation wealth management service. Operations are centered around 3 key areas: Service Development, Big Data Analysis, and Securities Services, whilst using the latest technology to reinvent ‘Finance as a Service’. By meeting the needs of investment styles, individual needs, and financial accessibility, we enable investing to be attractive once again. Business is operated globally(Japan, Taiwan, UK, Vietnam, Sri Lanka). In order to reinvent Finance as a service, we solely focus on being a diverse and versatile professional group. The workplace is a flat and casual environment that is highly transparent. We encourage you to speak your opinions regardless of age, position, years at the company or division of duties, in order to draw out the best of each individual. We have many student interns and employees with a non-Finance background as part of our team, who encourage sharing opinions and equal treatment as professionals, interns or not.
51 to 200 staff
Formosa Financial
A home for blockchain innovators creating the next wave of world changing ideas. Formosa Financial is the one-stop platform for digital asset management, offering a customizable suite of custodial, brokerage, and risk management services. Experienced Team-International team based in Taipei with deep blockchain, financial markets, and regulatory expertise. Robust technology -API-enabled platform with integrated asset wallets connect into our network of global exchanges and OTC markets. Regulated & Audited -Licensed to conduct virtual currency exchange services to be audited for regulatory compliance by multi-national accounting firm.
1 to 10 staff
Bellykit Fintech
11 to 50 staff
Cyberbank Exchange
Cyberbank Cloud is a digital assets trading service under the Cyberbank Fintech Group. The startup project provides a stable and secure multidimensional solution for global digital asset trading. Cyberbank is one of Asia’s leading digital fintech groups and utilizes strong financing operations to escort digital asset trading services. The group’s abundant liquidity reserves and powerful open financial ecosystem makes Cyberbank a core technology for supporting ecosystem development.
11 to 50 staff
Ctbc Financial Holding Co., Ltd
CTBC Financial Holding Co, Ltd. was established on May 17, 2002 and headquartered in Taipei City of Taiwan, hiring over employees worldwide. CTBC Holding houses eight subsidiaries: CTBC Bank Co, Ltd, Taiwan Life Insurance Co, Ltd, CTBC Securities Co, Ltd, CTBC Venture Capital Co, Ltd, CTBC Asset Management Co, Ltd, CTBC Investments Co, Ltd, CTBC Security Co, Ltd. and Taiwan Lottery Corporation. To date, CTBC Holding's primary subsidiary—CTBC Bank—has a total of 150 branches in Taiwan with 107 outlets (office, branch, subsidiary and branch of subsidiary) worldwide, including the U.S, Canada, Japan, Indonesia, the Philippines, India, Thailand, Vietnam, Malaysia, Hong Kong, Singapore, China, Myanmar, and Australia, making CTBC Bank is the most internationalized financial institutions in Taiwan. Looking ahead, CTBC Holding will continue to stand by its brand spirit “We are family”, its corporate mission to “protect and build," and its brand values of being "Caring, Professional, and Trustworthy" as we provide customers with a complete array of convenient financial services. CTBC Holding will continue to strive to be Taiwan Champion, Asian Leader, and the financial institution most worthy of client trust.
10001+ staff
Castles Technology
Making Payments Seamless, Secure, and Smarter — Globally. We’re Castles Technology — a global payment technology company transforming how retailers, merchants, and service providers connect with their customers through seamless, secure, and innovative payment solutions. Who We Are Founded in 1993, we’re trusted by millions of merchants across financial, retail, hospitality, gaming, transportation, vending, travel, and petrol sectors. Headquartered in Taipei, our operations span 150 countries across Asia, North America, LATAM, and EMEA, supported by world-class customer service and regional teams. What We Do We help merchants of all sizes modernize their point-of-sale (POS) experience through: Omnichannel payment solutions Contactless & mobile wallet integrations Secure, EMV & PCI-compliant POS Customized hardware + software packages Cloud-based device management CasHUB Why Follow Us - If you’re interested in: Fintech innovation & retail transformation Payment trends & tech insights Customer-first digital experiences …then follow us to stay in the loop on how we’re shaping the future of payments.#Fintech #Retail #Payments #POS #Omnichannel #CustomerExperience #ContactlessPayments #android #paymentsolutions #merchants #psp #paymentgateways #vending #kiosks #selfservice #unattended #gaming #hospitality #evcharger #petro
501 to 1000 staff
Taishin Financial Holdings
Taishin Financial Holdings runs international banking, securities, asset management and venture capital business from the base in Taipei, Taiwan. Winning customers' recognition and society's trust has always been the goal of Taishin. As a leading financial institution, Taishin recognizes the foundation of success is to maintain consistent and steady growth together with our customers through excel services. As a young financial institution, our employees pursue changes and innovation; FinTech and international business are our present focus area. At strategic level, based on the core values of "Integrity, Commitment, Innovation and Collaboration", Taishin is committed to strengthen its competitiveness through recruiting and providing extensive training for top-tier financial professionals, which will allow Taishin extend beyond Asia Pacific region.
10001+ staff
President Securities Corp
President Securities Corp, founded in 1988, is a subsidiary of Uni-President Enterprises Corporation (UPEC). After several mergers and acquisitions, President Securities Corp. has now grown into a well-established financial conglomerate – The Uni-President Securities Group. UPEC encompasses a global family of companies and affiliates that are involved primarily in food manufacturing but that have also expanded across a variety of other industries and sectors. Over its 40-year history, UPEC has grown to become a leading food product manufacturer and one of the best known brands among Chinese communities worldwide. UPEC has a core management philosophy of “good quality, good credibility, good services, and fair prices” that UPEC brings to each of its 5 main investment areas: food manufacturing, distribution and retail, investments, trading, and financials. With a passion for excellence and service, Uni-President Securities Group prides itself on the providing a diversified range of professional products and superior customer service. To meet the ever-increased demands of the wealth management sector, President Securities Group is committed to offering a widerange of products, such as agency services, underwriting, proprietary trading, shareholder services, bonds, warrants, futures, various investment funds, and offshore and domestic investment consulting. We are dedicated to becoming the premier service provider.
1001 to 5000 staff
Bank Of Panhsin
Bank of Panhsin is a financial services company based out of 18 Chengdu Street, Banqiao District, Taipei County, Taiwan.
1 to 10 staff
First Commercial Bank Fcb
First Commercial Bank was originally established on November 26, 1899. After the establishment of First Financial Holding Co. on January 2, 2003, the Bank became a subsidiary of First Financial Group. The Bank has now been in business for more than a century. In terms of total assets and Tier 1 capital, it ranked among the world’s top 300 banks. It currently has approximately 7,400 employees and 189 domestic branches. Overseas there are 35 global networks (19 branches, 7 sub-branches, 2 representative offices, and 1 subsidiary with 7 branches) in major international metropolitan areas and financial centers to provide a full range of service and satisfy the operating need of overseas Taiwanese enterprises. Over more than 100 years, First Commercial Bank has grown and prospered along with Taiwan’s society and economy. It has held firmly to the operating principle of “Customer First, Service Foremost”, creating greater value for customers’ wealth and expectations. Our goal is to become a core bank among Taiwan’s three major financial groups, a representative international bank, and the preferred bank of Taiwanese enterprises for cross-strait trade financing, providing the finest financial services for customers, the best source of profit for shareholders, and the best career development opportunity for employees.
5001 to 10000 staff
Masterlink Securities
MasterLink)198930
1001 to 5000 staff
Greenpro Capital Corp
Established in the year 2013, GreenPro Capital Corp. is one of the fastest growing professional corporate advisory entity with a team of experienced industry professionals in dealing with both international and regional matters. We pride ourselves by assisting our clients to capitalise their values by providing tailored expert advice. GreenPro Capital is an integrated corporate advisory service provider involved in cross-border public listing, asset protection & trust services, financial review and wealth management. In the year 2014, the Company was listed on the OTCQB of OTC Market in the United States. Currently, we have established offices around the globe such as in Hong Kong, China, Taiwan, Malaysia, Singapore, Australia, and Thailand in order to serve our clients more efficient. In June 2018, GreenPro successfully uplift from OTC Market to NASDAQ market stock code: GRNQ Living up to our motto, “We capitalise your value globally” had allowed us to earn the trust of our clients as a trusted advisor across the Asia region primarily at Hong Kong and China region.
51 to 200 staff
E.Sun Financial Holding Co., Ltd
E.SUN Bank was established in 1992 by a group of professionals and aims to build a best bank in Taiwan. Keeping our promise to provide comprehensive banking service to customers and enhance brand image, E.SUN FHC was then established in 2002 with the core strategy of establishing strong root in Taiwan and making footprint into Asia in the coming decade. To accommodate the trend of new technology, E.SUN dedicate to provide customers the best user experience by offering a customized, Online to Offline and cross-border digital banking service.
5001 to 10000 staff
Taisys Technologies Co., Ltd
Mobile Internet Security & Connectivity Taisys Technologies is a world leader in providing mobile interconnectivity and vertical integration solutions to various industries. Taisys’ solutions enable telecom, financial institutions and government organizations to extend innovative mobile services in a secure and convenient manner. Established in 2005 and headquartered in Taipei, Taiwan, Taisys has built solutions based on its patented core technology SIMoME® (Thin SIM), which decouples value-added services from the main SIM, and empowers industry players the ability to deploy innovative services on the mobile equipment. Over 1,300 banking and 20 M(V)NO partners have deployed mobile-based value-added services enabled by Taisys’ technology and platform to over 15 million end-users worldwide.
51 to 200 staff
Taiwan Stock Exchange
The TWSE assists enterprises in listing their securities, raising capital, operational expansion, and spares no effort in augmenting the information transparency of enterprises to assure fair trade in order to protect the rights and privileges of investors. In 2023, the Taiwan Stock Exchange introduced its new slogan,"Partners Today, Tomorrow, and Beyond." This initiative includes not only domestic and international partners but also our own colleagues. We welcome talented individuals who are dedicated to serving the capital market to join us.
501 to 1000 staff
The Shanghai Commercial & Savings Bank
The Shanghai Commercial & Savings Bank (SCSB) was founded 1915 in Shanghai, China, shortly after the establishment of the Republic of China. SCSB was founded with a Social Mission and its mission is “To serve Society, support Businesses, and promote International Trade”. The bank introduces such innovation such as “One Yuan to open account” to encourage savings, microfinance, inventory financing and other products to help small businesses. Today SCSB is headquarter in Taipei, with its subsidiary Shanghai Commercial Bank (SCB) headquarter in Hong Kong. In through a cross equity deal, setup “The Three Shanghai Bank Alliance” which includes SCSB (TW), SCB (HK), and Bank of Shanghai (CN). This platform gives clients in the Greater China Region an one stop service for both consumer and corporate financial services globally. We employ over staff members and operate 130 branches worldwide. In Taiwan alone, we operate 72 branches and employ over 2400 staff, with another 3 branches in Hong Kong, Vietnam and Singapore, and 3 representative offices in Thailand, Cambodia and Indonesia. Through SCB, we operate 45 branches in Hong Kong and 7 branches overseas (Shanghai, Shenzhen, Shanghai Pilot Free Trade Zone, London, New York, San Francisco, and Los Angeles). In 2018, SCSB added AMK Microfinance Institution of Cambodia to its group. AMK is one of the largest MFI in Cambodia and throughout its history, its commitment to social performance has been absolute. As of December 2019, about staffs and agents, serve over 1million clients in villages across Cambodia. This outreach represents 93% of all villages. SCSB's mission is to be “the best Chinese-operated bank in Asia Pacific,” by innovating and developing world-class financial services and committing itself to the highest standards of professionalism and management practices, always placing customer needs first.
1001 to 5000 staff
Da Capital
Founded in 2022, DA Capital (DA Capital Ltd.) is dedicated to creating innovative fintech services and products for the next generation. Over the years, we have established ourselves in the industry by forging deep partnerships with top-tier cryptocurrency service providers, decentralized finance (DeFi) organizations, and leading universities with blockchain research and fintech clubs. DA Capital actively invests resources in both physical and virtual industries, developing user-friendly applications that drive innovation and widespread adoption in the fintech sector. Our diverse portfolio includes "DA Studio," a KOL and community incubator;"DA Labs," an industry research and investment analysis institution; and "DA Traders Association," a financial education community. DA Capital - Bridge the unreal and real. DA CapitalDA Capital Ltd. 2022 DA Capital KOLDA Capital DA Capital DA StudioKOL DA LabsDA
11 to 50 staff
Ipass Corporation
iPASS FinTech iPASS 41 iPASS LINE Pay MONEY LINE MONEY 520 70 62.48%; 160 12 67.14%; iPASS iPASS iPASS iPASS FinTech Integrity First Safe & Reliability Customer Centric Cooperation with Trust : 11Peer Bonus Change & Innovation Fact & Number Develop Talent :/ Ownership & Commitment 2D/3D iPASS iPASS
201 to 500 staff
Taiwan Economic Journal Tej
Taiwan Economic Journal (TEJ) is the largest local financial information company in Taiwan. Founded in 1990, TEJ is committed to providing businesses with necessary information for fundamental financial market analysis as well as comprehensive consulting services and solutions that cover credit/market risk management, asset valuation, investment analysis, and corporate governance. As the financial industry diversifies and grows more complex, TEJ continuously innovates by working with experts from academia and industry to integrate new technologies such as machine learning (ML) and artificial intelligence (AI) into its products. Our client base includes domestic tertiary educational institutions, banks, investment companies, and integrated securities brokers, as well as foreign-owned securities brokers.
51 to 200 staff
Hoya Bit
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11 to 50 staff
Lh Network Service Ltd
LH Network Service Ltd. as a leading investment consultancy company continuously provides the most reliable and solid financial analysis/advisory on a wide range of investments and instruments. Also, we offer 24 hours of global real-time online customer services. The customer is always a core aspect here in LH Network Service, we highly emphasize and advocate the ideology that customers need to be treated better and feel valued as well as appreciated. We dedicate our best efforts to optimize customer experience and embrace what resonates with our customers' expectations and needs; besides, we keep adopting newer technologies to make sure these needs are fully met- We established our services and have been training our employees based on values of loyalty, honesty, integrity, and respect; and we deliver our services with efficiency and dynamism. LH Network Service welcomes talented new members and we offer solid financial and customer service-centric process training. Together, we fulfill our dreams and set bigger future goals. Join us- For further information on LH Network Service Ltd, please contact us at hr@lhwlfw.com, or call and speak with our representatives.
51 to 200 staff
Neweb Technologies Co
Neweb Technologies Co, Ltd, founded in 2001, is a major e Payment and System Integration in Taipei, Taiwan. It is the very first Taiwan The third-party payment platform brand expanding in Asia.
51 to 200 staff
Triton And West
Triton & West is an international financial advisory house headquartered in Taiwan. We provide our clients with a wide variety of financial services across all global markets. Founded in 2017, we have been able to assist our clients in achieving their financial goals through our vast network of financial professionals. Triton & West has built a strong team of individuals who together share years of experience in the financial industry. Using our experience and knowledge of the markets, we are able to provide each of our clients with heavily researched recommendations that lead to successful trade execution.
51 to 200 staff
Wcg Markets
WCG Markets, founded in 2014 with headquarters in Hong Kong, has businesses and cooperation partners in Taiwan, Indonesia, Vietnam and Malaysia. WCG Markets is a multi-national trading platform offering more than 100 kinds of CFD products including forex, commodities, indices, stocks and crypto currencies. It is a young and energetic company with cutting-edge technology support
201 to 500 staff
Transferhelper Co., Ltd
Transferhelp Co, Ltd was founded in Taiwan in 2018 as a Fintech start-up that utilizes P2P matchmaking with AI chatbot as its core technology. We keep a close eye on the trends of Fintech and draw inspiration from international financial systems. Our mission is to provide more personalized and intelligent fintech services. Our current products include CHATxBUY for cross-border purchasing, TOPUPWISE for international phone card top-up. In the past, we had Transferhelper for quality exchange rates and fast cross-border remittance. We plan to launch more AI chatbot products for cross-border cooperation in the future. In 2022, we raised seed funding and plan to bring in more diverse professionals and interns in 2023 to break away from traditional IT thinking and financial frameworks. Join us in this exciting journey if you possess high adaptability and creativity!
1 to 10 staff
Unicornfintech
UnicornFintech is committed to providing accurate and effective Big Data Analytics for the Fintech industry. These metrics will provide data with context to guide future product development, improve the efficiency of business operations, and facilitate problem-solving.
51 to 200 staff
Blave
Blave is a cross-exchange trading data station dedicated to provide every traders with off-chain cryptocurrency derivatives data and validation services. We aiming to solve trading information asymmetry and build the most intuitive data station to crypto traders. Blave aspires to be the ultimate user-friendly place for crypto traders to explore trading alpha, and construct a full-spectrum, unified layer to support the development of data availability.
1 to 10 staff
Cathay Futures Corporation
WhatifWeCould
51 to 200 staff
Anfu Solutions Inc
Anfu Solutions Inc. creates values to our targeted customers by using open data. Our core competencies, i.e. data mining, model development, and platform design, derived from our years practical experience in the U.S. enable us to provide valuable solutions to real estate and finance industry in Taiwan. House+ is our first commercial platform created to provide transparent housing prices and details to help enhancing the efficiency and equality of Taiwan’s housing market. Besides, we establish real estate automated valuation model and automated underwriting system to enhance efficiency and portfolio management capability of banking industry in Taiwan.
1 to 10 staff
Zomma Protocol
Zomma Protocol, ZOMMA aims to be the underlying fuel for all on-chain financial products, specializing in DeFi options. The trend of trading with spots then derivatives has been quite standard in TradFi, therefore seeing the exponential growth with perpetual and futures trading in recent years, ZOMMA oversees the NEXT uprising need to cater- options. ZOMMA is blockchain based, backed by an experienced team who had previously created the first hybrid DEX, JOYSO in 2017. Bringing forward the vision to 2022, the team is focused to contribute to the DeFi world by building an array of innovative and diversified products, that include staking, yield mining, buy & sell European style options, settlements and minimal collateral to achieve a win-win for all our ecosystem participants. Mission The adventurer of DeFi that focuses on paving the financial infrastructure in the coming Web 3.
1 to 10 staff
Easycard Corporation
201 to 500 staff
Glenbrook Advisory
Glenbrook Advisory is a wealth management firm with over 60 professionals specialising in significant markets. We are committed to delivering investing and wealth planning solutions to clients with sophisticated financial requirements from our four locations. It's more complicated than ever to secure your financial future. To take charge of your financial destiny and ensure the security of your legacy for future generations, we help to navigate the complexities of the regulatory landscape, the volatility of the markets, and the importance of correctly structuring your assets to minimise risk. When you become a customer of Glenbrook, we'll assign you to the most competent expert we have in the relevant field to help you throughout your financial relationship with us. With just one advisor, you have one point of contact who knows your financial affairs and goals well. In our experience at Glenbrook Advisory, the quality of the connections we build with our clients ultimately proves to be the differentiating factor. For this reason, we prioritise being trustworthy, having strong moral principles, and providing excellent customer service to each and every one of our customers. Our services include: • Planning with an evidence-based strategy • Transparency, complete visibility and unbiased advice on portfolio holdings and fees • Diversification with rigorous quantification processes to eliminate avoidable risks • Risk management to provide you with the highest returns • Asset allocation to markets and individual security • Expense management for cost mitigation, minimised taxes and transaction fees • Factor-based indexing for above-market returns • Investment horizon so that every investment has sufficient time to flourish Happy customers is our top priority. We take the time to learn about you and your goals to create a bespoke plan to help you achieve your financial objectives. Get in touch for a no-obligation chat about your financial situation and goals.
51 to 200 staff
Markis Capital Limited
Markis Capital Limited () was setup with the aim to provide value-added insights to Asian funds and financial sponsors. We have a strong belief that good investment practices rely on operational improvements, an ethical approach to investment performance measurement, and a collaborative, partnership approach to the profession of investing. We provide investment consulting, fund administration, capital markets research and advisory, and operational support.
1 to 10 staff
