Post-Merger Taishin Securities Investment Trust Rises to Top Ten, Aims for NT$1 Trillion AUM

TAIPEI, Taiwan--(BUSINESS WIRE)--Taishin Financial Holding and Shin Kong Financial Holding completed their merger on November 24, with their asset management subsidiaries—Taishin Securities Investment Trust Co. and Shin Kong Investment Trust Co.—becoming the first units to finalize integration. The surviving entity, Taishin Securities Investment Trust Co., now manages NT$530 billion in assets, ranking ninth in Taiwan and targeting NT$1 trillion in AUM.

The new board elected Lai Chao-yin (賴昭吟) as chairwoman. With nearly 30 years at the company, Lai said she will focus on integrating resources, recruiting talent, and developing innovative, market-aligned products. She emphasized strengthening discretionary investment services and believes the merger will accelerate progress toward becoming a trillion-dollar asset manager.

Vice Chairman Sam Lin (林尚愷) noted that the merged company will leverage combined strengths in asset management, product development, investment expertise, distribution, and risk management. He said the integration will enhance discretionary services and expand both active and passive ETF and mutual fund offerings, supporting Taiwan’s ambition to become an Asian asset-management hub.

General Manager Yeh Chu-chun (葉柱均) highlighted that the company’s money market funds surpassed NT$160 billion as of September, maintaining market leadership for seven consecutive years. As a key asset-management arm of Taishin Financial Holding, the company will continue serving institutional and high-net-worth clients with high-quality discretionary services to strengthen long-term performance.

Post-merger, the company will offer a broader product lineup, including investment-grade bond ETFs each exceeding NT$10 billion, such as the Taishin U.S. A Corporate Bond 20+ ETF (00942B) and the Shin Kong ICE 15+ Year US Telecommunications Index ETF (00867B). Popular thematic ETFs—including the Taishin TIP Customized Taiwan ESG High Dividend Small/Mid-Cap ETF (00936) and the Shin Kong US Electricity Infrastructure Quality Income ETF (009805)—have also drawn strong investor interest. Two new actively managed ETFs will launch this year to capture emerging opportunities and support investors in building wealth.

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