"Our investment approach is guided by sound principles that lead clients toward their long-term investment goals, with a focus on value, quality and diversification. Engaging Asian high net worth clients often take the discussion beyond just managing personal wealth. Our integrated 'One Bank' approach, backed by an established Asian footprint, enables us to tap into our full suite of business and investment solutions to meet the increasingly sophisticated needs of our clients."
- Neo Teng Hwee, Chief Investment Officer, UOB Private Bank
We recognize the need for a disciplined and structured approach to thrive in today’s investment landscape. Hence, we adopt a holistic approach in formulating our investment strategy, taking into account macro and secular trends into our in-depth analysis. We work with your Senior Client Advisor, our strategists and asset class specialists to formulate actionable ideas that best express our current view on the market that are suitable for your portfolio.
Our goal of investing is singular: To earn returns that meet your long-term financial aspirations and preserve the purchasing power of your wealth. Understandably, volatility should be matched to your risk temperaments. Risk premiums* can change across business cycles and these may give rise to opportunities from time to time. Through diligent management of your portfolio, we can help tip the balance in your favour.
Our investment philosophy is built on three timeless tenets:
Excess returns should compensate for the intrinsic risk in an asset. Value-driven investing has been proven for potential long-term investment success.
In the world of instantaneous communication, market noise abounds. However, it is the fundamentals that will drive value in the long run.
Risk management and diversification:
To create a resilient and rewarding portfolio, portfolio risks will be actively managed and investments will be well diversified across asset classes.
*The return in excess of the risk-free rate of return that an investment is expected to yield.
Our experienced investment team provides you with in-depth market insights on the overall investment landscape; including actionable ideas on equities, currencies, fixed income and funds. Our open architecture platform allows us to offer not only in-house solutions but also solutions from third-party providers. Together with your Senior Client Advisor, we take a distinctive approach in matching investment solutions with your preferences, risk profile and specific needs.
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