The controlling shareholder of Core Pacific Securities is Core Pacific Group, a diversified business group with headquarters in Taipei and a focus on the Greater China region. In January 1998, it acquired the Hong Kong operation of the Yamaichi Company, once the fourth largest Japanese securities company, but which had failed as a result of the Asian financial crisis. The company was renamed Core Pacific-Yamaichi International (H.K.) Limited. In the following years, Core Pacific-Yamaichi developed its Greater China focused securities business on the initial foundation laid by Core Pacific Securities International.

In March 2000, as part of a development in Taiwan in which Core Pacific Securities merged with Yuanta Securities Company to become Yuanta-Core Pacific Securities Company, Core Pacific - Yamaichi absorbed the Hong Kong operations of Yuanta Securities Company.

In April 2006, CPY becomes a wholly-owned subsidiary of Core Pacific Group, after the completion of a share holding re-structure.