渣打銀行舉辦「合作共贏 領航新格局」高資產財富管理策略記者會，攜手策略聯盟夥伴，強強聯手宣布推出為高雄資產管理專區針對高資產客戶需求所規劃的獨特財富管理方案，由渣打集團財富方案、存款和房貸業務全球主管暨客戶長尚明洋（Samir Subberwal）（左二）、渣打銀行財富管理處處長Samrat Khosla（右二）、保誠人壽通路長蔡淵霖（左一），及第一金投信總經理廖文偉（右一）共同揮棒，象徵強棒出擊，創造共贏。
Standard Chartered Bank held a press conference on its high-asset wealth management strategy, titled "Win-Win Partnerships to Navigate a New Landscape." Together with its strategic alliance partners, the bank announced the launch of a unique wealth management solution tailored to the needs of high-asset clients in the Kaohsiung asset management zone. Samir Subberwal (second from left), Global Head of Wealth Solutions, Deposits and Mortgages, and Chief Account Officer, Standard Chartered Group; Samrat Khosla (second from right), Director of Wealth Management, Standard Chartered Bank; Cai Yuanlin (first from left), Sales Manager, Prudential Life Insurance; and Liao Wenwei (first from right), General Manager of First Financial Securities, jointly swung the baton, symbolizing a strong strike to create a win-win situation.
台北訊---積極響應政府打造台灣成為「亞洲資產管理中心」願景，渣打國際商業銀行（以下稱「渣打銀行」），結合全球視角與在地資源，引領財富管理市場。
Taipei – Actively responding to the government's vision of making Taiwan an "Asian asset management hub," Standard Chartered Bank (hereinafter referred to as "Standard Chartered Bank") is leading the wealth management market by combining a global perspective with local resources.
今（10）日，渣打銀行舉辦「合作共贏 領航新格局」高資產財富管理策略記者會，由渣打集團財富方案、存款和房貸業務全球主管暨客戶長尚明洋（Samir Subberwal）特別來台出席盛會，攜手策略聯盟夥伴保誠人壽及第一金投信，強強聯手宣布推出為高雄資產管理專區針對高資產客戶需求所規劃的獨特財富管理方案。
Today ( 10th ), Standard Chartered Bank held a press conference on high-asset wealth management strategy titled "Win-win Cooperation to Lead the New Landscape". Samir Subberwal , Global Head of Wealth Solutions, Deposits and Mortgages and Chief Account Officer of Standard Chartered Group, came to Taiwan to attend the event. Together with strategic alliance partners Prudential Life Insurance and First Financial Securities, they jointly announced the launch of a unique wealth management solution designed for the Kaohsiung asset management zone to meet the needs of high-asset customers.
渣打銀行做為領先的國際性銀行，結合全球網絡與在地市場經驗，先於業界將接軌國際的創新方案帶入台灣，不僅期望為客戶的財富增值，也呼應金管會的亞洲資產管理中心願景。未來，渣打銀行會不斷強化財富管理實力，與合作夥伴協作，繼續為客戶提供與國際同步的財富管理服務。
As a leading international bank, Standard Chartered Bank, leveraging its global network and local market experience, is ahead of the curve in bringing innovative, internationally-connected solutions to Taiwan. This initiative not only aims to enhance client wealth but also supports the Financial Supervisory Commission's vision of establishing Taiwan as an Asian asset management hub. Going forward, Standard Chartered will continue to strengthen its wealth management capabilities and collaborate with partners to provide clients with wealth management services that are in sync with international standards.
尚明洋此次專程來台，展現渣打對台灣市場的高度重視，他提到：「渣打做為領先的國際財富管理機構，以遍布全球超過50個市場及4個財富中心的國際網絡連結，加上深厚的本土影響力，為高資產客戶打造多元的財富管理平台。結合專業知識及國際經驗，讓我們的財富管理方案與客製化諮詢能擁有獨特性及創新性。」
Samir Subberwal's special visit to Taiwan demonstrates Standard Chartered's commitment to the Taiwanese market. He stated, "As a leading international wealth management institution, Standard Chartered leverages its international network spanning over 50 markets and four wealth centers worldwide, coupled with a strong local presence, to create a diverse wealth management platform for high-net-worth individuals. This combination of expertise and international experience ensures that our wealth management solutions and customized consulting services are unique and innovative."
尚明洋強調，渣打在台灣以漸進策略佈局高資產財管領域，率先於今(2025)年7月進駐亞洲資產管理中心高雄專區，8月攜手保誠人壽，為首家推出「保費融資」服務之外商銀行，展示金融跨域結盟新模式，正是看好全球財富管理成長趨勢的持續投資。在集團五年內財管業務達成雙位數成長的目標下，台灣市場的成長潛力十分可觀。
Samir Subberwal emphasized that Standard Chartered is adopting a progressive strategy to expand its high-asset wealth management presence in Taiwan, beginning with its establishment in Kaohsiung, the Asian Asset Management Center, in July 2025. In August , Standard Chartered partnered with Prudential Life Insurance to become the first non-local commercial bank to launch "premium financing" services, demonstrating a new model of cross-sector financial alliances. This reflects continued investment in the global wealth management growth trend. With the Group's goal of achieving double-digit growth in its wealth management business within five years, the Taiwanese market holds significant growth potential.
渣打銀行財富管理處處長Samrat Khosla也表示：「渣打銀行深耕台灣 40 年，很榮幸這數十年中能與我們的高資產客戶於財富管理中一同成長。我們觀察到，高資產客戶不僅期待更全面多元的資產配置，專業到位的理財諮詢，更希望透過全球佈局來拓展財富視野。未來我們將繼續強化財富管理實力並與合作夥伴的協作繼續為客戶提供與國際同步的財富管理服務。」
Samrat Khosla, Head of Wealth Management at Standard Chartered Bank, also stated, "Standard Chartered has been deeply rooted in Taiwan for 40 years, and we are honored to have grown alongside our high-net-worth clients in wealth management over these decades. We have observed that high-net-worth clients not only desire more comprehensive and diversified asset allocation and professional and effective financial advice, but also seek to expand their wealth horizons through a global presence. Going forward, we will continue to strengthen our wealth management capabilities and collaborate with our partners to provide our clients with wealth management services that are in sync with international practices."
除了與保誠人壽強強聯手外，渣打銀行也宣布與第一金投信以及博楓橡樹財富管理公司(Brookfield Oaktree Wealth Solutions)為高雄資產專區之高資產客戶引進首檔於國際銀行信託平台推出的「未具證券投資信託基金性質」境外私募信貸策略類型產品，持續加快渣打進駐亞洲資產管理中心後的產品與服務推出速度，透過投資於非傳統的股票、債券、現金以外的資產（如私募信貸、私募股權、實質資產等），為高資產客戶降低投資組合的整體波動，以期達到分散風險、增強報酬機會與抵抗通膨的目標。
In addition to its strong partnership with Prudential Life, Standard Chartered Bank also announced a collaboration with First Financial Investments and Brookfield Oaktree Wealth Solutions to introduce the first offshore private credit strategy product, launched on the international banking trust platform, for high-net-worth clients in the Kaohsiung asset zone. This product, which does not have the characteristics of a securities investment trust fund, continues to accelerate the launch of products and services since Standard Chartered's entry into the Asian asset management center. By investing in non-traditional assets beyond stocks, bonds, and cash (such as private credit, private equity, and real assets), Standard Chartered aims to reduce overall portfolio volatility for high-net-worth clients, thereby achieving the goals of diversifying risk, enhancing return opportunities, and protecting against inflation.
面對財富管理需求多元的高資產客群，渣打銀行將不斷豐富財富管理方案的選擇，未來將持續推出包括金融資產組合融資（Lombard Lending）等在內的進階方案，為客戶提供與國際同步的財富管理服務。
To cater to high-net-worth clients with diverse wealth management needs, Standard Chartered Bank will continue to enrich its wealth management solution offerings. In the future, it will continue to launch advanced solutions, including Lombard Lending , to provide clients with wealth management services that are in line with international standards.
警語：本文所載資訊僅供一般參考用途，並非投資的依據或投資建議，且無意作為買賣任何證券或金融工具的請求或要約，渣打國際商業銀行亦不保證各項資訊之完整性及正確性。所有的資訊、觀點及任何所提及的價格，均可能在未通知的情況下改變。渣打國際商業銀行、英商渣打銀行及渣打集團其他關係企業並不承擔或分擔投資風險或為任何收益保證。有意投資者應就個別投資項目的適合程度或其他因素尋求獨立的意見，且投資人應依其本身之判斷投資，並自行負擔投資風險及投資結果。本文件著作權屬渣打國際商業銀行，任何人未經授權不得複製或引用。
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