UOB Wealth Advisory Approach
At UOB, we believe that managing wealth well begins with strong values. For more than 90 years, our own wealth has been guided by three enduring values — Responsibility, Prudence and Excellence. These same values shape how we advise and support you today. We understand the effort it has taken to build what you have achieved. Our role is to help you safeguard it, grow it steadily, and support you through every important financial milestone.
Responsibility
With you, for the long-term
Responsibility starts with understanding your purpose. You don’t bank with us to speculate the market. You are here to build a secure financial foundation — one that supports your family, lifestyle and aspirations over the long term.
We guide you to put safeguards in place to protect your income and wealth against unforeseen events, while progressively building a diversified portfolio.
Prudence
Optimising the risks you take
When it comes to investing, we believe that more attention should go towards managing the risks you take. This is our Prudence.
We take on a methodical approach when it comes to crafting your investment portfolio, understanding your financial situation, risk tolerance, investment knowledge and financial needs. Thereafter, we construct a personalised and risk-managed portfolio for you that is diversified across asset classes, geographies and sectors.
Excellence
Product and advisory excellence
Underpinning this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) brings together global research depth and analytical expertise to identify risks and opportunities relevant to your portfolio.
Complementing this is our open architecture platform, which gives you access to wealth solutions from leading providers around the world.
Responsibility
With you, for the long-term
Responsibility starts with understanding your purpose. You don’t bank with us to speculate the market. You are here to build a secure financial foundation — one that supports your family, lifestyle and aspirations over the long term.
We guide you to put safeguards in place to protect your income and wealth against unforeseen events, while progressively building a diversified portfolio.
Prudence
Optimising the risks you take
When it comes to investing, we believe that more attention should go towards managing the risks you take. This is our Prudence.
We take on a methodical approach when it comes to crafting your investment portfolio, understanding your financial situation, risk tolerance, investment knowledge and financial needs. Thereafter, we construct a personalised and risk-managed portfolio for you that is diversified across asset classes, geographies and sectors.
Excellence
Product and advisory excellence
Underpinning this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) brings together global research depth and analytical expertise to identify risks and opportunities relevant to your portfolio.
Complementing this is our open architecture platform, which gives you access to wealth solutions from leading providers around the world.
Our wealth advisory difference
Our wealth advisory difference is defined by these key strengths that guide your wealth decisions with clarity and conviction:
- Access expert insights from our award-winning Private Bank Chief Investment Office
- Receive personalised advice with risk-managed portfolios, underpinned by Strategic Asset Allocation
- Curated product recommendations aligned to your investment goals and life stage
Insights for you and your next generation
Access global perspectives that matter
Receive invitations to exclusive events+ where you gain valuable insights on the latest market developments from industry experts, thought leaders and global fund houses.
Preparing your next generation’s future
Our PriviGen Programme+ equips your children with essential skills to thrive in a fast-changing world, through a structured educational curriculum developed with renowned universities and institutions.
Through expert‑led learning on topics such as investments, financial literacy, personal branding and entrepreneurship, your children will also connect with like‑minded peers across the region — building meaningful networks that support their future aspirations.
+Only applicable to Privilege Banking clients with minimum S$1.5 million in qualifying assets under management, averaged over the last 6 months and minimum S$300,000 in wealth holdings as of the previous month end. "Wealth holdings” refers to customers who hold eligible investment and/or insurance product(s) purchased through the Bank.
Digital tools to manage your wealth
Stay in control of your financial journey with tools that help you monitor, manage and optimise your portfolio with ease.
Portfolio Advisory Tools
Your Client Advisor uses our Portfolio Advisory Tools to provide a clear, holistic view of your wealth portfolio, including allocation across asset classes, currencies, geographies, and sectors. We go further by simulating your portfolio under various market conditions using historical data, so you can see how it performs before making decisions. This tailored analysis ensures every move aligns with your risk appetite and long-term goals.
UOB TMRW
Our digital banking app gives you access to timely market insights and a wide range of funds to buy and sell digitally anytime, anywhere.
Start a wealth conversation with UOB Privilege Banking today.
Start a wealth conversation with UOB Privilege Banking today.
Enjoy up to S$15,350 worth of rewards when you sign up as a Privilege Banking client with a minimum of S$350,000 (or its equivalent in a foreign currency) in qualifying assets under management
. Subject to qualifying criteria. T&Cs apply.
Simply leave us your contact details and a Client Advisor will contact you.
Get in touch
Call our 24-hour UOB Privilege Concierge at 1800 222 9889 (Singapore) or +65 6222 9889 (overseas).
For existing Privilege Banking clients
Tap on the Privilege Banking icon on your home page on the UOB TMRW app for your Client Advisor's name and contact details.
