Taiwan KGI Hires UBS Head CIO Global Investment Management Alternative Investment Solutions APAC Michelle Shi as CIO (Head of Asset Management), 26 Years of Investment, Private Equity, Private Banking, Corporate Finance & Financial Industry Experience at UBS, State Street Global Advisors, GE Asset Management, ADM Capital, Quam Capital, nTan Corporate Advisory and Arthur Andersen & Co
13th May 2026 | Hong Kong
Taiwan KGI has hired UBS Head CIO Global Investment Management Alternative Investment Solutions APAC Michelle Shi as CIO (Head of Asset Management). Michelle Shi has 26 years of investment, private equity, private banking, corporate finance & financial industry experience at UBS, State Street Global Advisors, GE Asset Management, ADM Capital, Quam Capital, nTan Corporate Advisory and Arthur Andersen & Co. In 2026 February, KGI hired HSBC Aaron Long as Managing Director, Wealth Management based in Hong Kong. Aaron Long had held senior roles at HSBC, Manulife, AIG & Aflac including as HSBC Life insurance brokerage firm CEO. In 2025 November, Taiwan KGI hired Citi Private Bank 14-year veteran Vivian Leung as Head of Advisory. Vivian Leung has 20 years of investment & private banking experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research. In 2025 July, Taiwan KGI Financial Holding ($9 billion market value) subsidiary KGI Bank opened the first overseas branch with opening of the Hong Kong office (21/7/25), and announced collaboration with KGI Securities & CDIB Capital. In 2025 July, Taiwan KGI hired UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management overseeing Singapore & Taiwan market. Bryan Low has 15 years of financial industry & private banking experience at UBS, Credit Suisse, Nomura & Citi, and is Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore. Amigo Wang has 23 years of financial industry & private banking experience at JP Morgan, Cathay United Bank, UBS, RBC Wealth Management, Morgan Stanley, Merrill Lynch, Polaris Securities & Cathay Life Insurance. In 2025 May, KGI hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value (2025 May), and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
“ Taiwan KGI Hires UBS Head CIO Global Investment Management Alternative Investment Solutions APAC Michelle Shi as CIO (Head of Asset Management), 26 Years of Investment, Private Equity, Private Banking, Corporate Finance & Financial Industry Experience at UBS, State Street Global Advisors, GE Asset Management, ADM Capital, Quam Capital, nTan Corporate Advisory and Arthur Andersen & Co “
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Taiwan KGI Hires HSBC Aaron Long as Managing Director, Wealth Management Based in Hong Kong, Held Senior Roles at HSBC, Manulife, AIG & Aflac Including as HSBC Life Insurance Brokerage Firm CEO
11th February 2026 – Taiwan KGI has hired HSBC Aaron Long as Managing Director, Wealth Management based in Hong Kong. Aaron Long had held senior roles at HSBC, Manulife, AIG & Aflac including as HSBC Life insurance brokerage firm CEO. Announcement (10/2/26): “KGI, a leading regional financial institution in Asia, announced the appointment of Aaron Long as Managing Director, Wealth Management. This milestone supports the company’s strategic expansion of its wealth management business and reaffirms KGI’s commitment to bespoke, holistic, and client-centric solutions for high-networth clients across the region. Aaron will be based in Hong Kong, reporting to James Wey, Head of International Wealth Management. He will lead initiatives to strengthen KGI’s wealth advisory practice, accelerate distribution across wealth-related products, and develop integrated solutions for clients’ sophisticated needs. Aaron brings extensive experience from senior roles at HSBC, Manulife, AIG, and Aflac across both China and the United States. In recent years, he dedicated five years to scaling HSBC China’s wealth management business and, in 2022, he founded and served as the inaugural CEO of HSBC life insurance brokerage firm, scaling wealth operations. He holds a master’s degree in actuarial science from Georgia State University and has been a Fellow of the Society of Actuaries (FSA) since 2006. This appointment reflects KGI’s investment in its position as a leading regional wealth management house in Asia, delivering sophisticated wealth planning advisory solutions for high-net worth clients in Asia.” In 2025 November, Taiwan KGI hired Citi Private Bank 14-year veteran Vivian Leung as Head of Advisory. Vivian Leung has 20 years of investment & private banking experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research. In 2025 July, Taiwan KGI Financial Holding ($9 billion market value) subsidiary KGI Bank opened the first overseas branch with opening of the Hong Kong office (21/7/25), and announced collaboration with KGI Securities & CDIB Capital. In 2025 July, Taiwan KGI hired UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management overseeing Singapore & Taiwan market. Bryan Low has 15 years of financial industry & private banking experience at UBS, Credit Suisse, Nomura & Citi, and is Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore. Amigo Wang has 23 years of financial industry & private banking experience at JP Morgan, Cathay United Bank, UBS, RBC Wealth Management, Morgan Stanley, Merrill Lynch, Polaris Securities & Cathay Life Insurance. In 2025 May, KGI hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value (2025 May), and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
KGI Head of International Wealth Management, James Wey: “We are delighted to welcome Aaron to KGI, bringing his deep wealth expertise to KGI’s International Wealth Management. This appointment strengthens our wealth advisory capabilities, enhancing our holistic solutions for clients’ long-term wealth planning goals. Aaron’s proven success in developing advisory-focused wealth planning practices will be key as we expand our product range across our comprehensive wealth platform.”
KGI – KGI has been a leading financial institution in Asia since 1997. Our scope of business encompasses wealth management, brokerage, fixed income, and asset management. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand.
Taiwan KGI Hires Citi Private Bank 14-Year Veteran Vivian Leung as Head of Advisory for Wealth Management, 20 Years of Investment & Private Banking Experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research
25th November – Taiwan KGI has hired Citi Private Bank 14-year veteran Vivian Leung as Head of Advisory. Vivian Leung has 20 years of investment & private banking experience at Citi Private Bank, Julius Baer & CITIC Frontier China Research. In 2025 July, Taiwan KGI Financial Holding ($9 billion market value) subsidiary KGI Bank opened the first overseas branch with opening of the Hong Kong office (21/7/25), and announced collaboration with KGI Securities & CDIB Capital. In 2025 July, Taiwan KGI hired UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management overseeing Singapore & Taiwan market. Bryan Low has 15 years of financial industry & private banking experience at UBS, Credit Suisse, Nomura & Citi, and is Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore. Amigo Wang has 23 years of financial industry & private banking experience at JP Morgan, Cathay United Bank, UBS, RBC Wealth Management, Morgan Stanley, Merrill Lynch, Polaris Securities & Cathay Life Insurance. In 2025 May, KGI hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value (2025 May), and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
Taiwan $9 Billion KGI Financial Holding Subsidiary KGI Bank Opens First Overseas Branch with Opening of Hong Kong Office (21/7/25) and Announced Collaboration with KGI Securities & CDIB Capital
22nd July – Taiwan KGI Financial Holding ($9 billion market value) subsidiary KGI Bank has opened the first overseas branch with opening of the Hong Kong office (21/7/25), and announced collaboration with KGI Securities & CDIB Capital. Announcement (21/7/25): “KGI Bank, a subsidiary of KGI Financial Holding Co., Ltd., (“KGI Financial”), officially opened its Hong Kong branch today, marking the bank’s inaugural overseas presence. This strategic expansion will broaden KGI Bank’s operational scale and enhance its business capabilities, underlining its commitment to a distinctive, forward-looking international growth strategy. By leveraging the extensive resources of the KGI Financial and implementing a seamless “One-Window Integration” service model, KGI Bank will deliver a one-stop platform offering a wide spectrum of comprehensive financial solutions. The launch of the Hong Kong branch represents a pivotal milestone in the group’s aspiration to establish KGI Financial Holding as a premier financial institution across Asia. Following the launch of the Hong Kong branch, KGI Bank will collaborate closely with KGI Securities and CDIBCapital, drawing on their deep market experience in Hong Kong. Together, they will leverage existing client bases and business strengths, integrating group resources to offer differentiated financial products and services across the Asia-Pacific region. The “One KGI” strategy will expand seamlessly from Taiwan into Hong Kong, further strengthening KGI Bank’s distinctive reputation for comprehensive financial services in the Greater China region.” In 2025 July, Taiwan KGI hired UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management overseeing Singapore & Taiwan market. Bryan Low has 15 years of financial industry & private banking experience at UBS, Credit Suisse, Nomura & Citi, and is Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore. Amigo Wang has 23 years of financial industry & private banking experience at JP Morgan, Cathay United Bank, UBS, RBC Wealth Management, Morgan Stanley, Merrill Lynch, Polaris Securities & Cathay Life Insurance. In 2025 May, KGI hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value (2025 May), and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
Kate Lin, President of KGI Bank: “The inauguration of our Hong Kong branch is a significant milestone for KGI Bank. With a strong foundation among corporate clients, the branch will further enhance our capabilities in cross-border capital management and financing services. One of our key priorities is wealth management: KGI Bank recently obtained approval for the Wealth Management 2.0 license from the Financial Supervisory Commission and is actively preparing to establish a presence in the newly established Kaohsiung Asset Management Hub. Meanwhile, we are advancing our private banking initiatives to offer bespoke, top-notch solutions for ultra-high-net-worth and high-net-worth individuals. For our corporate clients, we will introduce comprehensive family office services, further strengthening our advisory and wealth management offerings. With the launch of Lombard Lending, KGI Bank is well-positioned to provide differentiated solutions. By integrating our Hong Kong branch with KGI Securities, we will be able to deliver robust domestic and cross-border wealth management planning.”
KGI – KGI is a leading regional financial institution in Asia, offering a comprehensive suite of financial products and solutions to corporate, institutional, and individual clients across the region. As a proud subsidiary of KGI Financial Holding Co., Ltd., a prominent financial group with total assets exceeding USD 130 billion, we leverage the collective strength of our group companies, including KGI Bank, KGI Securities, KGI Life, CDIB Capital Group, and KGI SITE. With a robust presence across Asia, our network spans Taiwan, Hong Kong, Singapore, Indonesia, and Thailand
Taiwan KGI Hires UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management Overseeing Singapore & Taiwan Market
22nd July – Taiwan KGI has hired UBS Bryan Low as Head of International Wealth Management for Singapore & Cathay United Bank Amigo Wang as Relationship Manager Team Head for International Wealth Management overseeing Singapore & Taiwan market. Bryan Low has 15 years of financial industry & private banking experience at UBS, Credit Suisse, Nomura & Citi, and is Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore. Amigo Wang has 23 years of financial industry & private banking experience at JP Morgan, Cathay United Bank, UBS, RBC Wealth Management, Morgan Stanley, Merrill Lynch, Polaris Securities & Cathay Life Insurance. Announcement (15/7/25): “KGI, a leading financial institution in Asia, today announced two key senior appointments in its wealth management division, marking a pivotal milestone in the firm’s strategic expansion across Southeast Asia and underscoring its commitment to delivering bespoke wealth management solutions to high-net-worth and ultra-high-net-worth clients throughout the region. Bryan Low has been appointed Head of International Wealth Management for Singapore. Based in Singapore, he will lead the development and management of KGI’s investment and product solutions platform in the region. His responsibilities include enhancing coverage of multi-jurisdictional families, family offices, and regional entrepreneurs. He will also focus on driving recruitment and leadership development across Southeast Asia, as well as expanding cross-border investment and investment advisory capabilities to meet the evolving needs of Asia-based clients. Bryan reports directly to James Wey, Head of International Wealth Management. Amigo Wang has been appointed Relationship Manager Team Head for International Wealth Management, overseeing the Singapore and Taiwan market coverage. Based in Singapore, Amigo will lead the RM team and collaborate closely with the product solutions team to provide comprehensive investment and wealth solutions tailored to high-net-worth clients of both markets. He reports directly to Bryan Low, Head of International Wealth Management, KGI Singapore. These appointments reinforce KGI’s commitment to establishing Hong Kong and Singapore as premier wealth management and investment advisory hubs, while enhancing its position as a leading Asian wealth manager by leveraging local expertise alongside global capabilities to serve investors across Southeast Asia.” In 2025 May, KGI hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value, and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
Bryan Low, Head of International Wealth Management, KGI Singapore: “I am honoured to join KGI and contribute to the next phase of its growth journey. The firm’s entrepreneurial spirit, regional depth, and client-first culture strongly resonate with me. I look forward to building a platform that connects Asia’s capital with Asia’s opportunities while nurturing the next generation of wealth managers.”
Amigo Wang, Relationship Manager Team Head, International Wealth Management, KGI Singapore: “It is a privilege to lead the RM team for the Singapore and Taiwan market coverage. I look forward to leveraging KGI’s extensive regional network to deliver top-notch, bespoke investment and wealth solutions to our current and prospective clients in the region.”
Bryan Low – Bryan Low brings over 15 years of experience advising complex, cross- border families, corporates, and sovereign clients. He has held roles at UBS, Credit Suisse, Nomura, and Citi. In addition to his industry expertise, he currently serves as an Adjunct Associate Professor at National Sun Yat-Sen University in Taiwan and at Nanyang Technological University in Singapore, where he teaches finance-related subjects.
Amigo Wang – Amigo Wang brings over 20 years of experience in wealth management. He has held senior roles at Cathay United Bank (Singapore Branch), UBS, RBC, Morgan Stanley, and Merrill Lynch. He was most recently Head of Sales, Private Banking at Cathay United Bank (Singapore Branch), where he led the private banking team. He is a CFA Charterholder.
KGI Hires China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to Lead HNW & UHNW Business in Greater China Market, 20 Years of Wealth Management & Private Banking Experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI
9th May 2025 – KGI has hired China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to lead HNW & UHNW (High net worth & Ultra high net worth) business in Greater China Market. Raymond Yeung has more than 20 years of wealth management & private banking experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI. Also in 2025 May, KGI Bank hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value, and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
KGI Hires China Merchants Bank International Raymond Yeung as Managing Director of Wealth Management for China Market to Lead HNW & UHNW Business in Greater China Market, 20 Years of Wealth Management & Private Banking Experience at China Merchants Bank International, Pictet, JP Morgan, Morgan Stanley, DBS & BOCI
8th May 2025 – Taiwan KGI Bank has hired ex-Citi & BNP Paribas Wealth Management Taiwan CEO Kate Lin as KGI Bank President. Kate Lin has more than 28 years of financial industry experience including 26 years at Citi & Standard Chartered Bankand and held senior roles including as Country Head of Consumer, Private & Business Banking Taiwan. KGI Bank parent is KGI Financial (CDFH) with $9.2 billion market value, and owns KGI Life, KGI Bank, KGI Securities, CDIB Capital Group & KGI Site. KGI Financial was founded by the Koo family & the late Koo family 3rd generation Taiwan billionaire Jeffrey Koo Sr who died in 2012. Jeffrey Koo Sr & his uncle Koo Chen-fu had founded Taiwan conglomerate Koos Group. Jeffrey Koo Sr is also the founder of Taiwan CTBC Bank. The Taiwan Koo family 1st generation is Koo Hsien-jung. Profile – KGI Financial (CDFH) was established in 2001. Major subsidiaries include KGI Life, KGI Bank, KGI Securities, CDIB Capital Group, and KGI Site.
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