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President Tung Yung-kuan Unveils 'Uni-President 3.0' Strategy Targeting Family Offices
Finance · Investment Managers · economic_daily · 2026-09-06
Uni-President Asset Management has surpassed the NT$1 trillion AUM milestone, with President Tung Yung-kuan announcing a strategic shift toward family office services.
What Happened
AUM Milestone: Uni-President Asset Management has officially surpassed the NT$1 trillion mark in assets under management, securing its position among Taiwan's top-tier asset managers. President Tung Yung-kuan emphasized that the firm is capitalizing on the current 'Great Asset Management Era' in Taiwan to drive further growth.
Strategic Evolution: The firm is launching its 'Uni-President 3.0' phase, centered on a dual-pronged strategy dubbed 'Heavenly Sword and Pearls.' This approach leverages the firm's robust research and investment capabilities as the 'sword' to penetrate new markets while fostering collaborative growth.
Collaborative Ecosystem: The 'pearls' of the strategy involve building deep partnerships with banks, lawyers, and accountants. By integrating these professional services, Uni-President aims to create a mutually beneficial ecosystem that enhances its overall service offerings.
Family Office Focus: A key component of the 3.0 strategy is the expansion into the family office sector. By targeting high-net-worth clients, the firm is transitioning from traditional fund management toward comprehensive wealth management solutions.