Cathay Financial Holdings and Bloomberg Sign MOU in Taipei

Cathay Financial Holding Co., Ltd. and Bloomberg signed a Memorandum of Understanding in Taipei on November 12, 2026, to expand their partnership across Asia and other regions.

The agreement focuses on three areas: bank internationalization, asset management expansion and digital transformation. Both firms plan to engage clients and investors, explore ways to reinforce Cathay FHC's regional banking and capital markets operations, and grow its private banking and wealth management units.

Asset management and digital systems

In asset management, Cathay FHC plans to examine Bloomberg quantitative tools, artificial intelligence systems, new datasets and customized index solutions. The group intends to apply these resources to investment research, product development and portfolio management processes.

For digital transformation, Bloomberg will supply data and technology tools to support data management and governance. These tools include potential integration with Cathay FHC's existing data and artificial intelligence infrastructure. Both sides also plan joint market-facing events to increase Cathay FHC's visibility with international investors and clients.

Executive commentary

"Cathay FHC continues to leverage synergies across its insurance, banking, securities and asset management businesses as the Group expands its capabilities in asset management, financial technology and digital transformation," said Chang-Ken Lee, President of Cathay Financial Holdings. "As our businesses grow and we strengthen our asset management platform, access to timely financial intelligence and forward-looking insights is increasingly critical. Building on our longstanding partnership with Bloomberg, this expanded collaboration will help us better align needs across the Group and use Bloomberg's data, technology and global expertise to enhance investment decisions, operational efficiency and our competitiveness in global markets."

Bing Li, Asia-Pacific Chairman of Bloomberg, said Cathay has been a client in Taiwan for many years and described the agreement as an important step in their relationship. Li said Bloomberg looks forward to providing technology and expertise across Cathay's businesses as a long-term partner.