E.Sun Bank has combined rapid client growth, pioneering technology and a dual-core advisory model to establish itself as the market leader for affluent wealth management
Taiwan’s E.Sun Bank has been recognised with the award for Outstanding Wealth Management Service for the Affluent at this year’s Global Wealth Awards, reflecting its strong performance, innovative platform and commitment to clients with complex financial needs.
The bank’s wealth management business has achieved exceptional momentum. In 2024, fee income reached $406.6m, ranking fourth among peers in Taiwan and posting the highest growth rate among Tier-1 banks at 44.8%.
Non-discretionary money trusts grew to $11.9bn, marking 16 consecutive years of expansion, while custody balances rose to $38.6bn, sustaining 15 years of growth. E.Sun also led the domestic elderly care trust market, with $445.8m in assets.
Affluent client acquisition has accelerated under Taiwan’s Wealth Management 2.0 policy. By August 2025, E.Sun had served 2,829 clients with assets totalling $7.4bn, lifting its market share from just over 7% at the end of 2023 to more than 17% of customers and from 7.2% to13.6% of assets.
Dual-core service model
A key differentiator is E.Sun’s dual-core service model. For high-net-worth families, often business owners with cross-border requirements, the bank brings together relationship managers experienced in corporate finance with client advisers skilled in succession and asset planning. This collaborative approach ensures customers benefit from expertise spanning investment, taxation, inheritance, real estate and international wealth structuring.
In 2024 alone, the bank delivered more than 16,000 investment consultations. Its professional investment strategy team, with average experience exceeding a decade, provided customised portfolio advice. The bank’s recommended US stock portfolio posted returns of 27.8%, comfortably outperforming the S&P 500 stock exchange.
“E.Sun combines sustained growth, personalised services and advanced innovation to deliver a market-leading proposition for affluent clients”
Innovation and technology
E.Sun’s ability to blend innovation with client service has become central to its success. The bank has developed Grace, a proprietary and patented asset allocation engine that cuts proposal preparation times from two hours to just 15 minutes. Grace integrates market insights with multidimensional risk analysis to give clients timely rebalancing advice.
Technology partnerships further strengthen the platform. Working with US technology firm NVIDIA, E.Sun has integrated graphics processing unit (GPU) computing into core infrastructure for advanced data analysis and fraud detection. AI tools such as the Genie platform, Kims customer chatbot and GitHub Copilot for software development have already lifted efficiency by around 30%.
Premium experience
Beyond financial solutions, E.Sun builds enduring relationships through exclusive services and activities. Clients receive invitation-based access to dedicated advisers, tailored seminars on succession and tax planning and premium concierge support ranging from airport limousine transfers to healthcare and lifestyle experiences.
Taken together, these achievements highlight how the bank has redefined wealth management for the affluent segment, combining sustained growth, personalised services and advanced innovation to deliver a market-leading client proposition.
Metrics That Matter
- $406.6m Fee income in 2024, highest growth rate (44.8%) among
Tier-1 banks - $11.9bn Non-discretionary money trust balance, 16 years of consecutive growth
- $7.4bn Assets under wealth management 2.0 policy, leading market share by 2025
- 8% Return on E.Sun’s recommended US stock portfolio in 2024, outperforming S&P 500