Cathay United Bank Private Banking ( CUBPB ) has become the first private bank in Taiwan to go live on BlackRock’s Aladdin Wealth, broadening its wealth management platform.

Combined with a recently completed core system upgrade, the move is expected to strengthen the bank’s advisory capabilities and deliver a more seamless client experience across Taiwan, Hong Kong and Singapore.

By leveraging Aladdin Wealth, CUBPB says it will enhance its end-to-end operating model with workflow integration and data consistency across advisory processes, enabling a more disciplined, data-driven approach to portfolio management.

Built on quantitative analytics and portfolio insights, CUBPB’s wealth management platform is also expected to strengthen straight-through-processing ( STP ) efficiency and risk management, supporting a scalable one-stop wealth management experience for clients.

In addition, Aladdin Wealth will support CUBPB’s relationship managers by enhancing client management, improving portfolio oversight, and accelerating proposal generation, delivering timely, client-specific insights, according to the two organizations.

Investment consultants will also benefit from a unified platform for managing product information, streamlining workflows, and strengthening risk management, while portfolio advisory teams will be equipped with comprehensive portfolio tools that help accelerate advisory delivery and deepen client engagement.

CUBPB chief executive officer Robert Fuh comments: “Technology is central to building a more resilient wealth platform for the future. Our core system upgrade, combined with the Aladdin Wealth platform, elevates how we serve clients at scale, enabling deeper personalization, sharper portfolio insights, and stronger support for their long-term financial goals. These enhancements reflect our commitment to bolstering our wealth management capabilities in line with evolving client expectations.”

James Verner, head of Aladdin business development, APAC, at BlackRock, adds: “Aladdin Wealth brings together advanced analytics, risk monitoring, portfolio management and oversight capabilities on a single, integrated platform. With access to the same technology trusted by many leading institutional investors globally, Cathay United Bank Private Banking is well positioned to strengthen investment decision making and client engagement, while supporting sustainable business growth in an increasingly complex market environment.”

 Following the private banking move, Cathay United Bank is extending Aladdin Wealth across its broader wealth management business.