To offer a broader range of products and services, CTBC Financial Holding acquired a 98.6% stake in Truswell Securities Investment in November 2012. The company was officially renamed CTBC Investments Co., Ltd. (hereinafter referred to as "CTBC Investments") in 2013.

CTBC Investments excels in fund investment and management. By integrating the group’s resources and developing product strategies centered on customer needs, it covers a broad range of asset management services including mutual funds, ETFs, discretionary mandates, and privately offered funds. Furthermore, through collaborations with offshore strategic partners, CTBC Investments has strengthen its product portfolio and establishing a professional investment team.

Dedicated to product innovation and differentiation, CTBC Investments entered the ETF market in 2018. As of March 2025, it has launched 31 ETFs, including 19 equity ETFs and 12 bond ETFs, alongside 13 domestic funds and 11 offshore funds under master agency.

To offer clients a broader and more differentiated range of investment options, CTBC Investments established a private equity subsidiary, "CTBC Private Equity Co., Ltd." on April 23, 2025. Leveraging group resources, we aim to expand into niche markets in private equity and capitalize on our diversified investment strengths to help clients develop medium- to long-term cross-regional investment strategies.

CTBC Investments actively promotes financial education with the goal of financial inclusion. Through its weekly livestream series “Tuesday Fund Talks,” along with multimedia content and in-person seminars, it helps investors enhance their financial knowledge and risk awareness. Recognized for its outstanding performance in product innovation and investor education, CTBC Investments received the ETF Fund Award and the Sustainability and Philanthropy Award at the 28th TFF-Bloomberg Best Fund Awards in 2025. It also ranked first in both the “ETF Issuance Contribution Award” and the “Excellence in ETF Issuance Award” presented by the Taipei Exchange Stock ETF Competition. Internationally, CTBC Investments has twice received the Best Investor Education Award from Asia Asset Management magazine, and in 2025, it was honored with the “Most Innovative Product, Taiwan” award, highlighting its leadership in financial innovation.