2020 The National Brand Yushan Award “National First Prize”
2020 Best Mobile Brokerage Application - The Asset
2020 Best Digital Finance - Wealth Magazine
企業社會責任 企业社会责任 CSR
09072021Yuanta Wins HR Asia’s “Best Company to Work for in Asia,” Creating a Healthy & Happy Workplace with SustainabilityEmployees are the foundation of business operation and sustainability. Yuanta Financial Holdings’ core value of “focusing on performance and enhancing employee well-being” has been the Yuanta Group’s unchanging commitment to its employees for 60 years since its establishment. Yuanta Financial Holdings has actively invested in creating an equal, friendly, healthy and safe working environment, and providing a comprehensive salary and benefits system and a sound career development system. It was awarded the “Best Company to Work for in Asia 2021” by HR Asia, an authoritative human resources magazine in Asia, today (9/6). With the vision of becoming the “Best Financial Service Provider in Asia Pacific,” Yuanta Financial Holdings has been cultivating Taiwan and establishing overseas presence. The Group employs more than 14,000 people and continues to develop employees’ diverse functions and generate career extensions. In 2020, under the impact of the COVID-19 pandemic, Yuanta offered 3,330 training courses through physical classrooms and e-learning platforms, with a total of more than 556,000 hours of employee training. In addition, Yuanta Financial Holdings has been increasing its investment in training and development year by year and spent 17.6% more on employee training in 2020 than in 2019. It will continue to enrich employees to become diversified talents and enhance their workplace value and competitiveness. All in all, Yuanta Financial Holdings leverages the Group’s rich and complete financial footprint to provide its employees with the stage for sustainable career development. Yuanta Financial Holdings is vigorously building a healthy and safe workplace and dedicated to providing a competitive salary and compensation system, employee group insurance, employee stock ownership trust and other quality benefits. In 2020, the average salary of our employees was the highest in the financial holding industry, and we were awarded the “Outstanding Healthy Workplace－Specially Outstanding Award” by the Taipei City Government, the only financial holding company on the list that year. During the pandemic level 3 alert, Yuanta Financial Holdings, to show appreciation, was the first financial company to grant an epidemic prevention allowance of NT$10,000 (~NT$28: US$1) to its frontline employees who were committed to serving customers. In addition, we donated NT$160 million to the frontline medical system, demonstrating our practical action to the spirit of “one island, one life, one epidemic, and one community.” Yuanta Financial Holdings uses “DREAM” as the keyword to promote five sustainable development goals: Devotion (Full engagement in social participation), Reliability (Customers’ number one trusted brand), Exchange (Green pioneers in environmental change), Achievement (Providing an exceptional workplace that employees aspire to work in), and Motivation (A leader in corporate governance). Yuanta continues to pursue the maximum value of the company, and to shoulder the responsibility of corporate citizenship, to fulfill its corporate social responsibility, and to strive for sustainable corporate development. HR Asia Award is a well-known human resources award in Asia, covering eleven major markets in Asia and inviting renowned companies in various fields to participate in the competition. An independent review committee composed of relevant industry experts and academics reviews a company’s commitment and results of its human resources program through corporate survey reports and online review, and directly invites employees of the participating companies to fill out the overall employee engagement questionnaire anonymously to score their own companies. The organizers select outstanding corporate employer brands in different fields through a rigorous screening process. Yuanta Financial Holdings will continue to aim for a sustainable life and become an international benchmark enterprise for sustainability, implementing its social responsibility of employee care and health care.
09062021Yuanta Collects Nearly 9,000 Books in 6 Years to Remote Areas and Plans Volunteer Storyteller TrainingReading is the foundation of learning. Children in resource-poor rural areas also need to have access to knowledge. Yuanta Financial Holding Company (FHC) and Yuanta Cultural and Educational Foundation have long held the “Fun Heart Reading Story Train” book drive, calling on colleagues to donate second-hand books. A total of 2,517 books were collected this year. In response to the COVID-19 pandemic, Yuanta volunteers gathered all the books in one centralized area and disinfected and sterilized them to protect the health of children. The event also arranged a “Basic Course on Storytelling” and invited professional speakers to conduct volunteer training on storytelling, expecting volunteers to interact with children naturally through storytelling that will allow the children to understand the joy of reading. The Yuanta Foundation hopes to enrich lives through reading. Thus, book drives are uninterrupted during the pandemic. Through the “Fun Heart Reading Story Train,” 8,758 books have been collected over the past six years and have all been donated to charity organizations. This time, 33 Yuanta volunteers participated in the cleaning and sorting of books. Some volunteers brought their families along to help. A colleague who has been volunteering for two years in a row said that it is a very meaningful activity, “I brought my children here to organize books, so that they can experience the joy of helping others and cherish the happiness they have!” “I hope you will like this dinosaur picture book. Enjoy!” “Opening a book is good. Children should develop the habit of reading to enrich their lives!” These are the messages written by Yuanta colleagues on the event’s exclusive bookmarks. Such caring service has received enthusiastic support from Yuanta colleagues. They all wrote down their blessings, hoping that those who received the books would feel the heart of Yuanta, and the exclusive bookmarks brought more warmth to the book drive. In order to enhance the richness of the activities and increase the energy of Yuanta’s educational services, we invited Hsu-chuan Liu from the StoryCare Parent-Child Development Team to lead the children to appreciate the key points of picture books through the “sound and color changes” of picture book narration. All the volunteers who participated in the training gave high praise to the instructor, “Ms. Liu shared her years of experience in storytelling. I learned that storytelling can transform words into pictures and bring different feelings to children.” “I thought I was a good storyteller, but after listening to Ms. Liu’s class, I realized that there are more storytelling techniques that I can use.” The volunteers are looking forward to the arrival of the book giveaway, hoping to bring the “storytelling” skills learned in the classroom to the children for a different reading experience.
09162021YFH announces Yuanta Investment's acquisition of Yuanta Quantum Jump No.3 Fund by private placement
09162021YFH announces board resolution of Yuanta Securities (Hong Kong) Co., Ltd. approving acquisition of securities.
09162021YFH announces board resolution of Yuanta Investment Management (Cayman) Ltd. approving disposal of securities.
Yuanta Sec. is an industry leader in securities brokerage, market making, and investment banking. In recent years, it has developed superior new financial products and a WM business, in addition to private banking services. Into the future, Yuanta Sec. will work to link its international locations, integrating group resources to offer even higher quality services, on its way to becoming a top tier investment bank in the region.
- Wealth Management
- Derivative Products
- Investment Banking
- Overseas Business
Yuanta Bank possesses an expansive distribution network, with 149 Taiwan branches staffed by a team of finance professionals, offering a comprehensive range of financial services. Main business areas include consumer finance, corporate finance, and wealth management, making it a one-stop provider for all its clients’ financial needs.
- Credit Cards
- Personal Loans
- Corporate Finance
- Wealth Management
- Digital Banking
Yuanta Life's core business is continuing to develop and promote "Protection-type and long-term paying products" and "Wealth Management products", and deliver these products and services via distribution channels including Bancassurance channels, Brokerage channels, Agency channels, Telemarketing channels and E-commerce channels.
- Protection-type and long-term paying products
- Wealth management products
- Policy Services
- Claim Services
- Customer services
With a diverse selection of ETF products and industry-leading market share and liquidity, Yuanta Funds helps clients plan a comprehensive asset placement strategy capable of achieving profits in bull and bear markets with worldwide investment allocation, giving its clients a firm grasp on the latest market trends.
- Equity Funds
- Bond Funds
- Dividend Funds
- Index Funds
- Balanced Funds
- Money Market Funds
Yuanta Futures is Taiwan's largest futures company, with top rankings in domestic futures and options, international futures, capital, net value, BVPS, customer margin, pre-tax profit and EPS, and number of business locations. Other major business areas include advisory services and leveraged transactions, as it pursues further development in the region.
- Domestic Futures
- Domestic Options
- International Futures
- Leveraged Transactions
- Advisory Services
- Hong Kong
Yuanta Securities Investment Consulting
Yuanta Securities Investment Consulting uses fundamental analysis as an investment basis, supported by the thorough study of market trends. By strictly controlling all forms of risk, and firmly upholding the principles of integrity and trust, Yuanta Securities Investment Consulting manages its clients’ assets and helps them achieve long-term, reasonable, and stable returns.
- Research Reports
Yuanta Securities Finance
Yuanta Sec. Finance has the longest history, the largest scale, profits, and market share in the Taiwanese industry. Current main business areas include Stock Secured Loans for retails, institutions, and large shareholders, which are notable for their convenient loan procedures and lack of initial outlay or collateral fees.
- Margin Finance
- Stock Secured Loans
Yuanta Venture Capital
Yuanta Venture Capital carries out investment management services in domestic and international technology, general manufacturing, and the service industry. In addition to providing capital to the investment target, Yuanta Venture Capital provides corporate operation, management, and consulting services.
- Investment Management
- Management and Consulting Services
Yuanta AMC upholds the concept of expedited debt recovery while also looking out for the interests of the company, conducting financial institution creditors’ rights appraisal, purchase, and auction services. Yuanta AMC will continue to cultivate its direct investments in pursuit of capital gains, setting the foundation for its transition into the investment banking business.
- Distressed Debt Purchase
- Accounts Receivable Purchase
- Overdue Receivable Management
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