家族办公室 · 2026 年 9 月第 4 周

家族传承服务 成国银竞争下个战场

经济日报 · 2026-09-30

AI产业链带动企业主财富扩张,公股银行转攻亿元级高资产客群;兆丰银高资产客户达2,232户、年增19%,管理资产逾2,640亿元、年增25%,并以“投资、融资、传承”为主轴,家族传承成财管新战场。

Family succession services become Taiwan state-run banks' next battleground

With AI supply-chain wealth swelling, Taiwan's state-run banks are chasing ultra-wealthy clients; Mega Bank's high-net-worth clients rose 19% to 2,232 with AUM above NT$264bn (+25%), as it builds around investment, financing and succession.

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