Hsbc Investments (Taiwan) Limited is a large advisory firm based in Taipei. It manages $3.95 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2006.
Hsbc Investments (Taiwan) Limited provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hsbc Investments (Taiwan) Limited is $3.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hsbc Investments (Taiwan) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Huang Cheng Erwin Sun has been acting as President since 1 Oct 2006. Winnie W.T. Yu joined the executive team most recently as the Director And Chief Operating Officer.
The principal office where Hsbc Investments (Taiwan) Limited performs its advisory services is located at 24 Th Floor, Taipei, 106, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 886-2-2325-7888 or by fax 886-2-2325-9086. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.hsbcinvestments.com.tw.