UOB Managing Your Wealth and Gain Greater Clarity on Your Financial Journey

Do you wish to have greater clarity on how to better manage your money today? Are you also setting your sights on safeguarding your future and that of your loved ones?

Our Managing Your Wealth content hub offers educational resources on how to plan your finances, protect what matters to you with the right insurance coverage and grow your wealth by investing. This is consistent with our unique and proprietary Risk-First approach to wealth advisory, which helps you take the appropriate amount of risk in working towards your wealth goals.

Our Risk-First Approach and Why It Matters

We believe that when financial risks are well-managed, you are better positioned to achieve your wealth goals sustainably. Our Risk-First approach to wealth advisory helps you take the appropriate amount of risk in your wealth journey.

Focused on capital growth, the Tactical strategy is more opportunistic in nature and could be subject to higher volatility.

The Core strategy helps you achieve long-term goals because it benefits from lower volatility and is less dependent on market cycles.

Tactical strategies Core strategies Our Risk-First Approach and Why It Matters

After you have addressed Safeguarding and Building your assets, you may be looking to Enhance your assets. This is when the Tactical strategy is employed for you to capture market opportunities as they arise.

The first step in wealth planning is to Safeguard your current financial assets. Knowing that the wealth you have accumulated is protected gives you peace of mind to go on to Build your assets.

This is to ensure that you have sustainable income for your long-term financial goals. Helping you safeguard and build assets forms the Core strategy of our Risk-First approach.

Explore content based on your financial goals and needs

“Money is multiplied in practical value depending on the number of Ws you control in your life: what you do, when you do it, where you do it, and with whom you do it.

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