How CTBC Bank picks funds and managers
Juan Li, senior vice president of wealth management products at Taiwan's CTBC, outlines the selection and onboarding process at the country's biggest bank by fund sales.
As part of AsianInvestor’s series on how distributors choose and onboard funds, we spoke to Juan Li, senior vice president of the wealth management product division at Taipei-based CTBC Bank.
CTBC is the biggest distributor of investment funds in Taiwan by sales, with about 2,300 funds (1,500 offshore and 800 onshore) on its shelves and some NT$200 billion ($6.3 billion) invested in them.
The bank’s wealth management division has about 250 staff across three departments – finan…
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