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Understanding Discretionary Portfolio Management
understanding_discretionary_portfolio_management
Podcast

Understanding Discretionary Portfolio Management

14 May 2025

What exactly is Discretionary Portfolio Management (DPM) and how can it support your long-term wealth goals?

In this episode, Kelly Chia, Head of Investment Strategy, speaks with Benny Lee, Head of DPM at UOB Private Bank to explore the fundamentals of DPM – how it works, the benefits it brings to accredited investors and what sets UOB Private Bank’s approach apart.

    Dethroning the Dollar: Revolution will take time
    dethroning_the_dollar:_revolution_will_take_time
    Market Update

    Dethroning the Dollar: Revolution will take time

    14 May 2025

    The US dollar, long regarded as the bedrock of global finance, faces mounting pressures that could signal a slow decay in its unrivalled dominance as the global reserve currency. In this report, we explore key dimensions of this potential decay while contextualising the dollar's enduring role in the financial system and evaluating alternative currencies.

      Market pulse: A look at Trump’s first 100 days back in office
      market_pulse:_a_look_at_trump’s_first_100_days_back_in_office
      Podcast

      Market pulse: A look at Trump’s first 100 days back in office

      7 May 2025

      In this episode, Dawn Leong from the Chief Investment Office, reflects on first 100 days of the Trump administration, and the impacts of its extraordinary policy changes.

        Market pulse: Navigating US-China standoff in Trump’s second term
        market_pulse:_navigating_us-china_standoff_in_trump’s_second_term
        Podcast

        Market pulse: Navigating US-China standoff in Trump’s second term

        30 April 2025

        The US-China economic standoff has escalated with unprecedented tariffs, transforming into a contest of political will, industrial strategy, and global influence. While the future is likely to hold an uneasy coexistence, we discuss how this may usher in new opportunities and risks for investors.

          Steering through the swells
          steering_through_the_swells
          Video

          Steering through the swells

          28 April 2025

          Markets have had a turbulent start to 2025, but there are still bright spots for investors.

          From tariff uncertainty to AI disruption and macro volatility, gain insights on how to build a more defensive portfolio. In this video, UOB Private Bank’s Chief Investment Office breaks down the key developments and shares strategies from 2Q 2025 Investment Outlook to help you navigate the road ahead.

            Navigating the US-China standoff
            navigating_the_us-china_standoff
            Market Update

            Navigating the US-China standoff

            24 April 2025

            The US-China economic standoff has escalated with unprecedented tariffs, transforming into a contest of political will, industrial strategy, and global influence. Read the full report to find out more on how it may usher in new opportunities and risks for investors.

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              Generational Wealth Insights

              Asian wealth management – Succession planning strategies

              Asian wealth management – Succession planning strategies

              14 November 2024

              Angela Koh, Head of Wealth Planning and Family Office Advisory, shares her insights on building lasting family legacies in this podcast interview with The Business Times.

                Harnessing almost 90 years of experience in navigating intergenerational wealth transfer

                Harnessing almost 90 years of experience in navigating intergenerational wealth transfer

                21 August 2024

                Chew Mun Yew, Head of UOB Private Bank, shares his perspective on succession planning in the changing landscape of family wealth management and how UOB Private Bank leverages its strengths to help high-net-worth families achieve generational success.

                  Intergenerational wealth and the great wealth transfer

                  Intergenerational wealth and the great wealth transfer

                  23 August 2023

                  As Asia’s wealthy prepare for the great wealth transfer, learn how thoughtful planning can pave the way for generational success and enduring family legacies.

                    It takes a shared vision and focus to achieve all you aspire to.

                    The kind we have with all of our clients.

                    It takes a shared vision and focus to achieve all you aspire to.

                    The kind we have with all of our clients.

                    For a forward thinking Private Banking experience with a uniquely ASEAN heritage, contact us

                    Things you should know

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                    The information contained in this publication (and any articles, materials or video content relating to this publication) is given on a general basis without obligation and is strictly for information purposes only This publication (including any articles, materials or video content relating to this publication) is not intended to be, and should not be regarded as, an offer, recommendation, solicitation or advice to buy or sell any investment or insurance product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment or insurance products, if any, is qualified in its entirety by the terms and conditions of the investment or insurance product and if applicable, the prospectus or constituting document of the investment or insurance product Nothing in this publication (including any articles, materials or video content relating to this publication) constitutes accounting, legal, regulatory, tax, financial or other advice If in doubt, you should consult your own professional advisers about issues discussed therein.

                    The information contained in this publication (and any articles, materials or video content relating to this publication), including any data, projections and underlying assumptions, are based on certain assumptions, management forecasts and analysis of known information and reflects prevailing conditions as of the publication date of the relevant materials or content, all of which are subject to change at any time without notice Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained therein, United Overseas Bank Limited ("UOB") and its employees make no representation or warranty of any kind, express, implied or statutory, and shall not be responsible or liable for its completeness or accuracy The views expressed in this publication (and any articles, materials or video content relating to this publication) are solely those of the authors', reflect the authors' judgment as at the relevant date of publication and are subject to change at any time without notice As such, UOB and its employees accept no liability for any error, inaccuracy, omission or any consequence or any loss/ damage howsoever suffered by any person, arising from any reliance by any person on the views expressed or information contained in this publication (and any articles, materials or video content relating to this publication).

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