Cathay United Bank Private Banking
We listen to your needs, We support your dreams
And we are with you every step of the way toward your financial milestones.

Personal Wealth Growth Plan

How to keep growing your wealth when you are already affluent? How to ensure a lifetime of wealth with solid assets allocation?

With our customized wealth management plan, you can stay on top of every penny you have!

Family Succession Planning

You’ve worked hard for your wealth and business and now it’s time to plan the future. How do you safeguard your children’s life and their future ambitions?

Our professional team offers consulting services based on your location, industry and entity to ensure a frictionless family succession.

Corporate Sustainable Operation Strategy

Sustainable operation has posed great challenges to your well-established business. Backed by Cathay Group’s resources and expert teams, we are well prepared to help you facilitate business transformation, exit or sustainability planning.

Our professional team will customize business wealth management and long-term investment plan for you, maintaining your business achievements and preserving your assets.

Family Advisory

Our group resources and professional team are at the service of the ultra high net worth family. We are dedicated to offer effective management for your family assets and comprehensive wealth allocation plan, making sure your family wealth trickles down through generations.

Versatile Portfolio

Your existing investment operation can no longer satisfy your needs?

Our expert team is equipped with global investment product knowledge and financial planning ability to help you arrange financial and investment plans, fulfilling your wealth management goals.

Contact
Us