Sometimes the most important financial decisions don’t involve money; they involve people. Who do you start a relationship with? What is the criteria by which you choose? Numbers and figures are measurable. People are measured differently. Trust. Honesty. Integrity. These are our values.
Our investment approach is guided by 3 principles:
Asset allocation drives long term return and risks of a portfolio. We believe client portfolios should be guided by an appropriate asset allocation that is consistent with the long term financial objectives and risk temperament of the client.
Diversification is important for wealth preservation. We believe clients should invest globally, across various asset classes and sectors. The inclusion of an asset in a portfolio should be compensated in returns or acts to reduce portfolio risk.
Superior and sustainable returns in the long run are driven by value and quality. Chasing prices and buying overvalued investments negatively impacts portfolio performance. Taking a long term view is important for investment success.
Integrated 'One Bank' ApproachTap into the strengths across UOB's retail and commercial banking arms to meet your personal and corporate wealth management needs. Be it planning and rebalancing your portfolio through the market cycles, or building tailored portfolios for potential long-term growth, we are here to understand and advise. |
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UOB is among the world's highest-rated banks, with an Aa1 rating from Moody's and AA- from Standard & Poor's and Fitch Ratings.
With Singapore as our home, UOB has grown to more than 500 offices in 19 countries worldwide; our growing private bank network includes a presence in China, Indonesia, Malaysia, and Thailand. We also serve the ultra-high net worth banking segments in China, Hong Kong, Malaysia, and Thailand.
Disclaimer: This information is accurate as of the date of publish on June 2017
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