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.
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
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.
Explore Leadership Teams in Finance
Balyasny Asset Management is a global investment firm focused on delivering consistent returns for institutional investors. The company uses deep research, advanced technology, and disciplined risk management to identify opportunities across financial markets, including equities, macro strategies, and quantitative trading while fostering a collaborative and performance driven culture.
Company Leadership


KL
Credicorp Capital SA is a company that operates in the Investment Banking industry. It employs 500to999 people and has 100MMto250M of revenue. The company is headquartered in Lima, Lima Province, Peru.
Company Leadership CC
FS
JI
AH
Lazard Asset Management is a global investment firm founded in 1970 that provides wealth management services through its Lazard Family Office Partners division. The company offers an open-architecture platform delivering global multi-asset and multi-manager portfolio solutions. As a subsidiary of Lazard Ltd, the firm specializes in equity, fixed income, and alternative investment products for clients worldwide. With operations spanning North America, Europe, Asia Pacific, South America, Middle East, and Africa, Lazard Asset Management maintains a strong international presence in the financial services industry. The company serves diverse client needs through its comprehensive investment strategies and wealth management expertise.
Company Leadership
RB
JC
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.
Company Leadership PC
CH
TH
MG