International Investment Trust Co Ltd. (Taipei)


International Investment Trust Co Ltd. is an adviser based in Taipei. It manages $3.5 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

International Investment Trust provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

International Investment Trust: assets under management

The assets under management (AUM) of International Investment Trust Co Ltd. is $3.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.5 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay International Investment Trust Co Ltd. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at International Investment Trust Co Ltd.

Ying Ching Ying has been acting as President since 1 Oct 2000. James C Lee joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
International Commercial Bank Of China Shareholder 1 Aug 1983 Other foreign
Bank Of Taiwan Shareholder 1 Aug 1983 Other foreign
Central Trust Of China Shareholder 1 Aug 1983 Other foreign
Ltd. Central Investment Holding Co. Shareholder 1 Jul 1991 Other foreign
Maw Chong Investment Corp. Ltd. Shareholder 1 Jul 1991 Other foreign
Ltd. Ming Tong Co. Shareholder 1 Jul 1991 Other foreign
Sy Pien Chow Director 1 May 1993 Other 4346760
Man Hsiung Tsai Director 1 Jul 1996 Other 4346752
Asia Pacific Holdings Corp. Shareholder 1 Oct 1997 Other foreign
Jung Szu Hsieh Director 1 Jun 1998 Other 4346750
Cheng Ko Ho Director 1 Jun 1998 Other 4346751
Ko Ho Cheng Director 1 Jun 1998 Other 4346751
Ko Ho Chen Director 1 Jun 1998 Other 4346751
Grace Kao Supervisor 1 Dec 1998 Other 4346761
Yujia Michael Ding Senior vice president 1 Mar 1999 Other 4346763
Michael Yujia Ding President 1 Mar 1999 Other 4346763
Theordores Ss Chang Chairman and director 1 Aug 1999 Other 4346748
Shih Pang Hs Director 1 Aug 1999 Other 4346755
Theodore Ss Cheng Chairman and director 1 Aug 1999 Other 4346748
Theodoress Cheng Chairman and director 1 Aug 1999 Other 4346748
Chung Hsing Chen Senior vice president 1 Sep 1999 Other 4346765
Gow Liang Chow Director 1 Jan 2000 Other 4347374
Hsin Fang Supervisor 1 Apr 2000 Other 4346762
Chau Hsiung Chou Director 1 May 2000 Other 4346753
Daniel G S Chan Director 1 May 2000 Other 4346757
Peggy Chen Vice president -- finance 1 Jul 2000 Other 4346766
Chin Heng Hsu Director 1 Sep 2000 Other 4346754
Chih Heng Hsu Director 1 Sep 2000 Other 4346754
Ying Ching Ying Director 1 Oct 2000 Other 4346749
Ying Ying Chang Director 1 Oct 2000 Other 4346749
Ying Ying Cheng Director 1 Oct 2000 Other 4346749
Chou Gow Liang Director 1 Jan 2001 Other 4347374
Terfung Tsao Director 1 May 2001 Other 4414415
Kuo Chen Liao Director 1 May 2001 Other 4414418
Cooper Huang Director 1 Oct 2001 Other 4471081
Che Sheng Liu Superviser 1 Feb 2002 Other 4518087
David W H Chang Director 1 Feb 2002 Other 4518085
Chi Chu Chen Chairman and director 1 May 2002 Other 4545681
Yuk Ching Li Director 1 May 2002 Other 4545696
Daniel C.S. Chan Director 1 May 2002 Other 4545717
Seth S.H Leu Director 1 May 2002 Other 4545706
Mao Hsiung Lin Director 1 May 2002 Other 4545684
Christine Chow Director 1 May 2002 Other 4545721
Tung Yuan Chen Director 1 Aug 2002 Other 4592535
Kwo Chi Li Director 1 Sep 2002 Other 4592534
Yi Kuei Chen Director 1 Nov 2002 Other 4610567
Chung Cheng Tseng Superviser 1 Nov 2002 Other 4610568
Terfung Tsao Director 1 May 2003 Other 4414415
James C Lee Director 1 Feb 2004 Other 4762869

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Taiwan Republic Of China Development Fund Of Executive Yuan Shareholder 1 Aug 1983 25% - 50% foreign
Taiwan Republic Of China Ministry Of Finance Shareholder 1 Aug 1983 75% - 100% foreign
Kuomintang (Nationalist) Party Of The Republic Of China Shareholder 1 Jul 1991 75% - 100% foreign
Kuomintang (Nationalist) Party Of The Republic Of China Shareholder 1 Oct 1997 75% - 100% foreign
Government Of The Republic Of China Shareholder 1 Dec 2002 25% - 50% foreign
Mega Financial Holding Company Shareholder 1 Dec 2002 75% - 100% foreign

Based in Taipei

The principal office where International Investment Trust Co Ltd. performs its advisory services is located at 17 Th Flr. No. 167, Taipei, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 886-2-2713-7702 or by fax 886-2-2712-4781. The normal business hours are 8:45 a.m. to 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.iit.com.tw.

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