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Uni-President Asset Management Corp. delivers comprehensive investment services, specializing in financial consultation, asset allocation, and bespoke investment management strategies. It constructs and oversees diversified portfolios, providing tailored solutions designed to meet the complex needs of sophisticated investors. The firm leverages deep market insights and a robust analytical approach to preserve and grow client capital within dynamic financial landscapes.
The entity emerged from Uni-President Enterprises Corporation, the Taiwanese conglomerate founded on July 1, 1967, by Hsiu-Chi Wu and Chin-Yen Kao. The asset management arm was established to address the evolving demand for specialized financial services, recognizing an opportunity to offer structured investment solutions under a trusted brand. This strategic expansion aimed to cater to a segment requiring meticulous and personalized wealth stewardship.
The company primarily serves high net worth individuals and family offices seeking expert guidance and tailored wealth management. Its vision is to be a leading provider of nuanced investment solutions, continually adapting its offerings to reflect market opportunities and client objectives. Uni-President Asset Management Corp. aims to deepen its engagement with affluent clients, further solidifying its position in the specialized investment services sector.
Uni-President Asset Holdings has 1 tracked investment across 1 company. The latest tracked deal is $39.0M Series C in Evermos in May 2023.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| May 1, 2023 | Evermos | $39.0M Series C | IFC Asset Management Company, International Finance Corporation | Insignia Ventures Partners, Jungle Ventures, Endeavor Catalyst, Shunwei Capital, SWC Global, Telkomsel Mitra Inovasi, UOB Venture Management |