Azimut Sinopro is Taiwan's premier IFA-based financial planning leader, walking with 5,000+ Taiwanese families through 30 years of their financial journeys — backed by Azimut Group, Europe's largest independent asset manager.
Read More Client Advisors
Client Advisors 
Financial Advisor
Joe Tien
Financial Advisor
Isas Wu
Financial Advisor
Eric Chen
Financial Advisor
May Yao
Financial Advisor
Chris Liang
Financial Advisor
Jeff Wang
Financial Advisor
Alice Chen
Financial Advisor
Angela Huang
Financial Advisor
Hong Weng
Financial Advisor
Bryan Huang
Financial Advisor
Annie Yang
Financial Advisor
Mandy Shen
TEAM
Our Team Dept. of Planning Advisory
Life-style Financial Planning
Our planning team holds the internationally recognized CFP® (Certified Financial Planner) credential. We stand on your side — assessing your needs and concerns based on your actual circumstances — and deliver professional, objective planning advice. We help you find the right tools to realize your goals, and walk alongside you as life unfolds, supporting you when difficulties arise and adjusting course as needed, so that your life goals and your wealth remain in balance, and you live the life you choose.
Dept. of Asset Management
Turning the target return calculated in the financial plan into investment outcomes clients can actually achieve — that is the value the Asset Management Department delivers. Since its founding, Azimut Sinopro Securities Investment Consulting has focused on investment management, building deep relationships with leading international asset managers over many years and accumulating broad experience and perspective in this field. To help clients reach the investment goals embedded in their long-term financial plans through the most reliable, disciplined path, we have built deep expertise in long-term market patterns, the relationship between risk and return, asset allocation design, and the evaluation and selection of asset managers — integrating these capabilities to construct the portfolio best suited to each client. Beyond portfolio management, we recognize that the most decisive factor in investment success is the management of investor behavior. We therefore place equal emphasis on walking with our investors over the long term — drawing on investment psychology and behavioral finance to help clients combine the right investment tools with the right investment behavior, making the financial decisions that serve them best.
為了協助客戶用最穩健、最可信的方式，達成長期理財規劃架構下的投資目標，安睿宏觀對於投資市場長期的規律、投資風險和報酬之間的關係、資產配置的設計、資產管理機構的評估篩選等等，都有深入的鑽研和認知，並綜整前述各項能力，為客戶建構最適合的投資組合。 更進一步，我們深刻的體認到，除了投資組合的管理，對於投資人而言，決定投資成敗更關鍵的因素在於投資行為的管理，也因此，我們同樣著重在長期陪伴投資人的過程，對於投資心理學、行為財務學等議題都十分重視，協助我們的客戶在擁有理想的投資工具之外，更能掌握正確的投資行為，做出對自身最有利的理財決定。
Dept. of Info. and Communication
The Department of Information and Communication safeguards information, systems, equipment, and network communications — minimizing the risk of theft, misuse, disclosure, tampering, or damage to information assets caused by human error, malicious activity, or natural disaster. In accordance with applicable laws and regulations, the department maintains an Information Security Policy that establishes rigorous safeguards for clients' sensitive financial data, storing information in world-class Microsoft cloud databases to minimize the impact of any security incident and protect client interests.
Dept. of Marketing and Communication
Through carefully chosen media channels, the Department of Marketing and Communication continuously delivers content that helps consumers — particularly those still unfamiliar with financial planning — strengthen their financial literacy. Through thoughtful content planning and partnerships, consumers receive financial planning service information that is transparent, respectful of privacy, and consistently high in quality.
By studying consumer needs and preferences, we convey financial planning concepts and practices that genuinely fit each individual — rather than pushing the purchase of additional financial products. Our goal is to ensure that consumers — before, during, and after their journey into financial planning — receive comprehensive financial solutions throughout the entire service experience.
Dept. of Human Resource
The most important mission of the Department of Human Resource is to identify the right advisors — applying rigorous gates from resume outreach through interviews to the issuance of offer letters, securing top-quality talent for the firm. Once new advisors join the team, developing them becomes equally important. Onboarding training begins with clear explanations of company culture and benefits, alongside specialized professional training — every step is designed to ensure new hires integrate quickly into the team and the work. For a seasoned advisor, continuous professional learning is essential. Through weekly internal in-service training featuring expert internal and external instructors, the firm delivers systematically planned courses addressing the real challenges advisors encounter in their work. The development and training at every stage build a body of expertise that becomes the most powerful support our advisors have when serving clients.
Dept. of Compliance
The Department of Compliance maintains comprehensive command of financial regulations and adherence to appropriate market conduct standards, ensuring company operations meet regulatory requirements. We educate employees on compliance with laws, regulations, and ethical guidelines; manage conflicts of interest; treat clients fairly; and ensure the appropriateness of advice provided to clients — creating shared success for both clients and the firm. We implement anti-money-laundering, accessible-finance, and related principles to uphold orderly financial markets and protect the rights of vulnerable groups. We supervise complaint-handling procedures to ensure that financial-consumer disputes are resolved fairly, professionally, and promptly — safeguarding client rights, strengthening client confidence in the firm, and promoting the sound and sustainable development of the company.
We oversee complaint resolution to ensure every financial dispute is handled fairly, professionally, and promptly — protecting client rights, strengthening trust, and supporting the company’s sound development and long-term sustainability.
