寶碩與SGCI簽署MOU 預測台灣金融業未來趨勢 | APEX and SGCI sign MOU, unravel new financial industry trend in Asia

This photo collage shows the cities of Taipei and Shanghai. (Shutterstock)

台灣的寶碩財務科技股份有限公司(簡稱寶碩公司) 攜手合作德國的Sterling Global Capital Investment(德林全球資本投資,簡稱SGCI),於本周三簽署合作備忘錄(MOU)。寶碩公司董事長白介宇和法籍華裔的SGCI董事長張鼎欣日前接受The China Post獨家專訪時,透露兩大公司的合作與未來展望。

APEX International and Sterling Global Capital Investment (SGCI) signed a Memorandum of Understanding (MOU) on Wednesday, setting the benchmark for their future collaboration.

Speaking to The China Post, APEX Chairman Jack Pai and SGCI Chairman DS Chang announced several cooperation prospects for the two companies from Taiwan and Germany, respectively.

寶碩的專業在於金融科技創新,而SGCI則擁有雄厚的資金和國際資源,雙方透過合作在台經營投資顧問業務,各取所長相輔相成,創造雙贏。

This future collaboration between APEX, who has shepherded Taiwan’s Fintech industry for more than thirty years, and SGCI, an expert in fund-raising who possesses enormous resources worldwide, is poised to create a win-win situation for the two companies.

By complementing each other, they could reap substantial benefits in the region.

APEX Chairman Jack Pai, left, and SGCI Chairman DS Chang announced several cooperation prospects for the two companies from Taiwan and Germany, respectively. (The China Post)

寶碩公司在台深耕金融科技領域三十餘年,經驗相當豐富,除了擁有優秀的財務工程研發團隊外,更具高端的創新科技開發能力,為台灣少數具有新金融商品系統工具及視訊會議系統創新研發能力的領導者。

In addition to its excellent R&D team, APEX demonstrates exceptional ability in technology development. The company has also proven itself to be a leader of derivatives and video conferencing systems in the local financial industry.

寶碩董事長白介宇表示,公司透過與SGCI合作,可以創建一個金融平台,發展更多FINTECH的服務與商機,此次,因新冠肺炎的衝擊影響,導致許多外資企業紛紛退出大陸市場,但市場需求仍在,透由與SGCI的合作進入大陸市場,對寶碩而言是一個很好的契機。於未來,亦希望能於亞洲區域尋找更多合作夥伴與機會,發展成為區域型的金融服務平台。

Asked about this new collaboration Pai said that it would enable APEX to create a financial platform offering further Fintech services. Due to the impact of COVID-19, many foreign companies have withdrawn from mainland China, which opened up a huge opportunity for APEX and SGCI to enter the vacant market. APEX looks forward to establishing partnerships in Asia and aims to offer regional financial services in the future.

SGCI是一家為國際客户提供金融解决方案的全球性公司,服務項目是協助客户合作發展IPO、pre-IPO、RTO、併購、項目融資和籌資,在法、德、瑞士、北京、新加坡等地皆設有辦事處。SGCI也是過去三年來,唯一一家在北京取得資產管理執照的外資公司。

SGCI is a globally registered company providing financial solutions such as IPOs, pre-IPOs, mergers and acquisitions. More importantly, SGCI is also the only foreign company that acquired an asset management license in Beijing over the past three years.

問及SGCI為何選擇寶碩作為合作對象時,董事長張鼎欣笑說一切都得感謝新冠肺炎。12歲便移居法國的張鼎欣雖是正港的台灣人,也時常過境台灣,但過去因台灣市場規模較小也不夠國際化,因此不曾經營在台事業。

When asked about why SGCI chose APEX as its partner, DS Chang said the pandemic has also created opportunities for businesses. The businessman, who moved to France at the age of 12, is Taiwanese and frequently visits Taiwan. Yet, he had never expanded his business here due to the relatively small market-size in Taiwan.

因為新冠肺炎,他起初只能待在台灣,透過網路視訊管理公司,等待疫情好轉時回歐洲。眼看國外疫情急轉直下,原先計畫今年要在上海成立二級市場基金管理公司的張鼎欣便更改計畫,把握留在台灣的時間發展其他業務。

At first, he planned to return to Europe as soon as the virus was contained. Yet, as the situation in Europe worsened, he decided to let the chips fall where they may and made good use of his time in Taiwan to develop other businesses.

藉由SGCI董事總經理魏誠毅介紹,張鼎欣和白介宇相談甚歡,理念相近,彼此的公司又恰能補足對方的弱點,便促成了這樁合作案。

Chang was later introduced to Jack, and they immediately saw eye to eye on their business philosophies. The two companies have distinctive strengths, which were perfect complements to each other. Soon, they hammered out the partnership deal.

此合作備忘錄的首要目標便是本著平等互利、合作共贏的原則,在台灣開展、經營投資顧問相關事宜,由SGCI提供資源連結,引入雄厚的資金;而寶碩則提供科技金融的專業團隊,結合5G趨勢發展全自動化服務。

The primary goal of this MOU is to provide investment advice based on the principle of equality and mutual benefit with SGCI providing considerable resources and substantial funds and APEX offering professional advice by leveraging its Fintech capability.

最後,張鼎欣表示,新冠肺炎將改變金融生態。第一,過去的全球化(Globalization)架構,將被區域化(Regionalization)取代,深耕區域經濟將是未來的主流,這對台灣來說絕對是一大優勢。

Last but not least, Chang noted that the pandemic will irreversibly change the financial industry. Companies that master the following two suggestions would be able to stand out from the crowd. First of all, regionalization will take over globalization and become the leading business trend in the future.

歐美對中國的仇視日漸升溫,廠商紛紛撤出中國,願意進駐中國投資的企業也大幅減少,台灣若能把握機會,可望能提升競爭力。第二,後疫情時代的趨勢改變週期也會縮短,企業現在應訂立短期目標(Objectives)而非為期兩三年的願景(Vision)。掌握以上二重點的企業勢必能脫穎而出。

This is definitely music to Taiwan’s ears given that many companies had terminated their business in mainland China due to the heating animosity toward Beijing. Taiwan would gain the upper hand in the world economy if it fills in the spot in China. Secondly, things change more rapidly in the post-pandemic era, and therefore, it is recommended for companies to establish short-term objectives rather than long-term visions.