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Earnings, equities and what’s next
earnings,_equities_and_what’s_next
Podcast

Earnings, equities and what’s next

27 August 2025

In this episode, Dawn Leong from our Chief Investment Office unpacks the latest market-moving events shaping global portfolios. From key takeaways at the US Jackson Hole symposium to Nvidia’s closely watched earnings release, and China’s stock rally amid a cooling economy, Dawn breaks down what these developments mean for investors today and how they could shape your portfolio strategy.

    Positioning for the final quarter
    positioning_for_the_final_quarter_
    Podcast

    Positioning for the final quarter

    20 August 2025

    As we approach the final quarter of the year, Kelly Chia, Head of Investment Strategy, shares insights on how investors can navigate evolving risks and seize emerging opportunities in the current market landscape.

      Passing the baton for generational success
      passing_the_baton_for_generational_success
      Podcast

      Passing the baton for generational success

      12 August 2025

      In the second part of our succession and legacy planning series, Dawn Leong from the Chief Investment Office reconnects with Angela Koh, Head of Wealth Planning and Family Office Advisory Services. Together, they dive into the practical realities of succession planning for high-net-worth families navigating today’s uncertain environment. From the growing role of family offices to strategic tax considerations and critical legal protections, the conversation is further enriched by heartfelt, real-life stories that bring these concepts to life.

        Positioning for the final stretch
        positioning_for_the_final_stretch
        Market Update

        Positioning for the final stretch

        11 August 2025

        Markets are sending mixed signals. Supportive technicals and resilient earnings, especially from large-cap tech, contrast with weak job data and stretched valuations. History suggests that while August-September is typically volatile, October to March has often delivered around 70% of 12-month forward returns for the S&P 500. A year-end rebound is likely and we continue to favour large-cap companies.

        Read the full report to explore how to position through volatility.

          Legacy beyond wealth
          legacy_beyond_wealth
          Podcast

          Legacy beyond wealth

          6 August 2025

          How do the world’s wealthiest families prepare for the future?

          In this episode, Dawn Leong from the Chief Investment Office speaks with Angela Koh, Head of Wealth Planning and Family Office Advisory Services at UOB Private Bank, to explore one of the most important – yet often overlooked – aspects of wealth management: succession and legacy planning. They discussed why this is critical for high-net-worth families, and how UOB Private Bank supports clients in building legacies that endure across generations.

            China: Back on the radar
            china:_back_on_the_radar
            Market Update

            China: Back on the radar

            6 August 2025

            China is back on investors’ radar, with HSCEI up ~23% post-Liberation Day amid easing trade tensions and supportive policy shifts. As sentiment improves and global positioning remains light, opportunities emerge in consumer, dividend, and AI-linked stocks.

            Read the full report for macro insights, policy themes, and investment ideas.

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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

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