UOB Portfolio Advisory Tools

  • Portfolio Advisory ToolsPortfolio Advisory Tools

    Empowering you to achieve your wealth goals

If you are like many investors out there, you will often have pressing questions on your mind: Are my investments keeping pace with the evolving market? Can my portfolio stand up to tough times? Am I taking on an appropriate amount of risk for the long-term goals I want to achieve?

Now, you can get ready answers to these questions. Introducing UOB’s Portfolio Advisory Tools – a brand new way to monitor, manage and optimise your wealth portfolio. Designed specially for our wealth management clients, Portfolio Advisory Tools is made up of three complementary tools:

 

TRACKER


INSIGHTS


EXPLORER


 

Together, these three tools form a powerful combination that allows you to:

Monitor and track

the performance of your
wealth portfolio

Get insights

into how your portfolio can be optimised to help you better manage risks and returns

Explore,

in real time, a broad range of product solutions to achieve the best portfolio
for you

 

With Portfolio Advisory Tools, you will receive actionable recommendations, backed by robust scenario analyses, on the investments you hold. These recommendations are anchored upon UOB’s proprietary Risk First Approach to wealth management, which is about helping you ensure that the risk you take is appropriate to your risk profile and the wealth goals you seek to achieve.

 

 

Speak to your Client Advisor to find out how you can harness the power of UOB’s Portfolio Advisory Tools.

If you are not an existing Privilege Banking Client, kindly leave us your contact details below and we will be in touch with you shortly.

 

Contact me

 

To qualify for UOB Privilege Banking, you will need to maintain a minimum balance of S$350,000 in deposits and/or investments with us.

 

The above information should not be regarded as an offer, recommendation, solicitation or advice to buy or sell any investment product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment products is qualified in its entirety by the terms and conditions of the investment product and if applicable, the prospectus or constituting document of the investment product. Nothing above constitutes accounting, legal, regulatory, tax, financial or other advice. If in doubt, you should consult your own professional advisers about issues discussed herein.

The information contained above, 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 date of the articles, 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 above, 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. As such, UOB and its employees accepts 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 presented above.

This advertisement has not been reviewed by the Monetary Authority of Singapore.