19/10/2026
2026年,Efinity Capital 在 WealthBriefingAsia EAM Awards 榮獲四項大獎:
🏆 台灣客戶服務獎(連續第五年)
🏆 傳承規劃獎
🏆 客戶報告獎(自建系統)
🏆 整體數位互動獎(自建系統)
當初離開大銀行,我們想做的其實很簡單:把客戶的利益,真正放在第一位。
我們服務的每一個家族,都有一份每年檢視的傳承計畫。2025年,其中一份計畫真正啟動,整個傳承過程沒有爭議、沒有被迫賣出資產,投資組合也沒有中斷。對我們來說,這比任何獎項都更有意義。
我們持續投資在AI,也持續投資在自己身上,讓團隊能把時間留給真正重要的事:客戶、家族與傳承。
謝謝我們的團隊,也謝謝每一位一路支持我們的客戶與朋友。
At the 2026 WealthBriefingAsia EAM Awards, Efinity Capital won four awards:
🏆 Servicing Taiwanese Clients (5th consecutive year)
🏆 Succession / Legacy Planning
🏆 Client Reporting (In-house)
🏆 Overall Digital Engagement (In-house)
When we left the big bank, what we wanted was simple: to truly put clients’ interests first.
Every client family we work with has a succession plan that we review every year. In 2025, one of those plans was used in a real wealth transition. It went through with no dispute, no forced liquidation and no disruption to the portfolio. That meant more to us than any award.
We keep investing in AI and in ourselves so the team can spend its time on what matters: clients, families and legacy.
Thank you to our team, and to every client and friend who has supported us along the way.