1997
The Predecessor
Predecessor of Azimut Sinopro IC — Hong Li Investment Consulting was established.
1999
Partners
Asset allocation
2006
Introducing New Expertise
Life-style Financial Planning
2008
Renamed to Azimut Sinopro Investment Consulting
Joined the AXA Group and renamed to Azimut Sinopro Investment Consulting.
2013
Becoming a Shareholder
AXA's attempt to re-enter the insurance business in Taiwan was unsuccessful; AXA exited the Taiwan market and Azimut Group became the principal shareholder of Sinopro.
2014
Becoming AZ’s General Agent in Taiwan
Became the master agent in Taiwan for Azimut's AZ Funds.
2015
Financial Supervisory Commission (FSC)
Financial planning principles successfully persuaded the FSC, achieving a regulatory breakthrough. Sinopro Investment Consulting then funded the establishment of Sinopro Insurance Brokers — completing the integrated financial planning service framework.
2017
Azimut and Sinopro Unite
Financial Planning
2018
Platform Officially Established
Azimut Sinopro Financial Planning Advisory comprises: Azimut Sinopro Financial Planning Advisory Co., Ltd.; Azimut Sinopro Securities Investment Consulting Co., Ltd.; Azimut Sinopro Insurance Brokers Co., Ltd.
