At UOB Privilege Reserve, every conversation is about helping you
enhance your wealth potential.
Our Senior Client Advisers are committed to building long-term
relationships ensuring a consistent and personalised approach to
managing your wealth through our proprietary Portfolio Planner Tracker^ programme. This system can specially customise, recommend and
manage your diverse portfolio according to your individual investment
objectives, financial situation, specific needs and risk appetite, giving
you both long-term and short-term investment opportunities.
Supporting the Client Advisers is a team of dedicated Product
Specialists and Portfolio Counselors, experienced in their respective
fields. You will be able to access their services for an in-depth analysis
and solution based on your unique financial needs and risk profile.
Investment and Treasury Specialists for investment solutions such as
bonds, currencies and unit trusts.
Insurance Specialists for advice to help ensure that your retirement years
and loved ones are protected, giving you peace of mind to lead the
Property Specialists for optimal loan solutions that suit your property
financing needs, both locally and beyond our shores.
In addition, to protect the wealth you have built over the years, we also
provide estate planning services which offers the following benefits: