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
Manage your wealth the way it suits you
Our omnichannel approach gives you the choice of how you would like to engage with us on your wealth journey.
Our bankers are equipped with award-winning digital tools to serve you with personalised advice and recommendations, if you prefer to meet face to face. At the same time, our wide range of wealth solutions and timely insights are available digitally for you to access whenever and wherever you wish.
UOB Portfolio Advisory Tools
Like many other investors, you may often have pressing questions about your portfolio:
Are my investments keeping pace with the evolving market? Are they too risky for me?
Our Advisors are equipped with our UOB Portfolio Advisory Tools,
three complementary tools designed to help you monitor, manage and optimise your wealth portfolio.
Our Portfolio Advisory Tools are now enhanced with
SGFinDex
data to analyse your consolidated wealth holdings in real time.
This makes UOB the first bank to integrate SGFinDex data into our digital advisory tools.
Portfolio tracker
Get a holistic overview of your portfolio and its exposure across asset classes, currencies, geographies, risk levels and more.
Enhanced with SGFinDex data, our tools can analyse your consolidated wealth holdings across multiple bank accounts and government agencies in real time.
Portfolio insights
Receive insights on the projected risk levels and possible returns of your wealth holdings, based on historical market data. With scenario analyses, you can simulate how well your portfolio can withstand different market conditions.
Explorers
Design a simulated portfolio with our recommended solutions using our Portfolio Explorer tool. Stress-test the allocations under various market conditions using historical data, so you can make informed decisions based on your risk appetite.
Gain certainty on the insurance coverage you need with our Insurance Explorer tool. Get a consolidated view of all your insurance policies, identify your protection gaps and see how our customised solutions can help you bridge them.
Get in touch
Get in touch
Call our UOB Wealth Banking hotline at 1800 222 1881 (Singapore) or +65 6222 1881 (overseas).
For existing Wealth Banking clients
Tap on the Wealth Banking icon on your home page on the UOB TMRW app for your Relationship Manager’s name and contact details.
Start a Wealth Banking relationship with us
Sign up as a Wealth Banking client with a minimum of S$100,000 (or its equivalent in a foreign currency) in qualifying assets under management.
Leave us your contact details and a Relationship Manager will contact you.
Things you should know
Important notice and disclaimers
The information stated herein shall 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 in this document 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 herein, 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 article, 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 herein, 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 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 herein.
This advertisement has not been reviewed by the Monetary Authority of Singapore. United Overseas Bank Limited Co. Reg. No. 193500026Z
Deposit Insurance Scheme
Singapore dollar deposits of non-bank depositors and monies and deposits denominated in Singapore dollars under the Supplementary Retirement Scheme are insured by the Singapore Deposit Insurance Corporation, for up to S$100,000 in aggregate per depositor per Scheme member by law. Monies and deposits denominated in Singapore dollars under the CPF Investment Scheme and CPF Retirement Sum Scheme are aggregated and separately insured up to S$100,000 for each depositor per Scheme member. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.
Please refer to UOB Insured Deposit Register for a list of UOB accounts / products that are covered under the Scheme.
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