Yuanta Financial Holdings Executive and Leadership Team

July, 2026

Leadership Overview

Yuanta Financial Holdings has 6 executives leading key functions including strategy, technology, and commerce.

Driven by a commitment to innovation, Yuanta Financial Holdings leads the financial services industry with a robust portfolio of investment products and advanced advisory solutions, optimizing investor outcomes through objective market analysis and extensive research capabilities.

Leadership Roles at Yuanta Financial Holdings

  • Chief Executive Officer - Pei-San Tan
  • President - Frank Kuo
  • President - Chien Weng
  • President - Chung-Hsien Hsieh
  • Chief Information Officer - Fang Ming
  • Chief Information Officer & Chief eCommerce Officer - Chen Hsiu-Mei
  • Pei-San Tan - Chief Executive Officer

    Pei-San Tan, the Chief Executive Officer at Yuanta Financial Holdings, directs the overarching corporate strategy and operational execution. This leadership role involves guiding the company's expansion in both domestic and international markets, ensuring alignment with Yuanta Funds' position as Taiwan's largest ETF issuer. Pei-San Tan oversees the development and deployment of innovative investment products, including active and passive instruments, futures funds, and leveraged/inverse ETFs, leveraging the strength of Taiwan's largest research team. The Chief Executive Officer ensures that Yuanta Funds maintains its market leadership by optimizing investment strategies and responding swiftly to market dynamics. This executive drives the company's mission to provide investors with superior financial solutions and objective market analysis, fostering a culture of excellence recognized through numerous industry awards for products, brand, and professional talent. Pei-San Tan's strategic vision solidifies Yuanta Financial Holdings' commitment to outstanding performance and client success.

    Frank Kuo - President

    Frank Kuo, the President at Yuanta Financial Holdings, drives strategic initiatives and operational oversight across key business units. This leadership position is instrumental in maintaining Yuanta Funds' dominance as Taiwan's largest ETF issuer and its substantial managed assets. Frank Kuo oversees the expansion and refinement of the company's diverse product offerings, which include active and passive instruments, futures funds, and leveraged/inverse ETFs, ensuring they meet evolving investor needs. The President collaborates closely with the research team to translate market insights into actionable investment strategies, supporting the AI-Investing Robo-Advisor's multi-asset management suggestions. Frank Kuo's focus on operational excellence and market responsiveness reinforces Yuanta Financial Holdings' commitment to outstanding performance. This executive's leadership ensures the continued delivery of high-quality financial products and advisory services, contributing significantly to the company's recognized excellence and market leadership.

    Chien Weng - President

    Chien Weng, the President at Yuanta Financial Holdings, directs strategic growth and operational efficiency within the organization. This role is crucial for sustaining Yuanta Funds' position as the industry's largest ETF issuer by a significant margin and for managing its extensive portfolio of assets in Taiwan. Chien Weng oversees the strategic deployment of investment products, encompassing active and passive instruments, futures funds, and leveraged/inverse ETFs, ensuring market competitiveness and investor appeal. The President champions the integration of advanced analytical tools, including the AI-Investing Robo-Advisor, to provide objective market analysis and optimize investment strategies. Chien Weng's leadership ensures that the company leverages its robust research team to keep investors informed and agile. This executive's dedication to operational excellence underpins Yuanta Financial Holdings' record of outstanding performance and its numerous awards for product quality and professional talent.

    Chung-Hsien Hsieh - President

    Chung-Hsien Hsieh, the President at Yuanta Financial Holdings, leads critical operational functions and strategic planning. This executive role is vital in reinforcing Yuanta Funds' status as the largest ETF issuer in Taiwan and its significant share of managed assets. Chung-Hsien Hsieh oversees the strategic development and distribution of a comprehensive range of investment products, including active and passive instruments, futures funds, and leveraged/inverse ETFs, catering to diverse investor requirements. The President ensures the effective utilization of the company's substantial research capabilities and the AI-Investing Robo-Advisor to deliver objective market insights and sophisticated investment solutions. Chung-Hsien Hsieh's focus on driving performance and innovation supports Yuanta Financial Holdings' commitment to excellence. This executive's leadership contributes directly to the company's recognized achievements in product development, brand reputation, and professional talent, solidifying its industry leadership.

    Fang Ming - Chief Information Officer

    Fang Ming, the Chief Information Officer at Yuanta Financial Holdings, architects the company's technological infrastructure and digital transformation initiatives. This role is critical in supporting Yuanta Funds' status as the industry's largest ETF issuer and its extensive managed assets in Taiwan. Fang Ming oversees the integration of advanced technologies to enhance operational efficiency and product development, including the AI-Investing Robo-Advisor. The Chief Information Officer ensures the security and scalability of all IT systems, enabling the objective analysis of market data and the delivery of multi-asset management suggestions across short, medium, and long-term investment horizons. By driving technological innovation, Fang Ming supports the research team's efforts to keep investors informed and optimize investment strategies. This executive's focus on robust IT solutions underpins Yuanta Financial Holdings' ability to maintain its record of outstanding performance in both domestic and international funds, reinforcing the company's leadership position.

    Chen Hsiu-Mei - Chief Information Officer & Chief eCommerce Officer

    Chen Hsiu-Mei, the Chief Information Officer & Chief eCommerce Officer at Yuanta Financial Holdings, spearheads the convergence of technology and digital commerce strategies. This dual role is pivotal in enhancing Yuanta Funds' market presence and client engagement, particularly in its capacity as Taiwan's largest ETF issuer. Chen Hsiu-Mei directs the development and optimization of online platforms, ensuring seamless user experiences for investors seeking active and passive instruments, futures funds, and leveraged/inverse ETFs. The Chief Information Officer & Chief eCommerce Officer oversees the technological backbone that supports the company's extensive research capabilities and the AI-Investing Robo-Advisor, facilitating objective market analysis and personalized investment solutions. By integrating advanced IT infrastructure with sophisticated eCommerce strategies, Chen Hsiu-Mei drives digital growth and expands market reach. This executive's leadership ensures that Yuanta Financial Holdings remains at the forefront of financial innovation, delivering exceptional value and recognized excellence in product offerings and professional talent.

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    Frequently Asked Questions Regarding Yuanta Financial Holdings Top Executives and Leadership Team

    Who leads Yuanta Financial Holdings?
    Yuanta Financial Holdings is led by Pei-San Tan (Chief Executive Officer), along with executives such as Frank Kuo (President) and Chien Weng (President).
    Who is part of Yuanta Financial Holdings’s executive team?
    The executive team of Yuanta Financial Holdings includes leaders such as Pei-San Tan (Chief Executive Officer), Frank Kuo (President), Chien Weng (President) and other senior executives.
    How many executives does Yuanta Financial Holdings have?
    Yuanta Financial Holdings has 6 executives leading key business areas.
    What roles are included in Yuanta Financial Holdings’s leadership team?
    The leadership team of Yuanta Financial Holdings includes roles such as Chief Executive Officer, President, President, President, Chief Information Officer.