UOB Portfolio Advisory Tools

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? Are my investments too risky for me?

Now, you can get ready answers to these questions. Our Relationship Mangers are equipped with our award-winning UOB Portfolio Advisory Tools. These three complementary tools are designed to help you monitor, manage and optimise your wealth portfolio.



Portfolio Tracker


Portfolio Insights


Explorers


 

Find out how your portfolio
is performing


  • Let us help you monitor and track the performance of your investments with us.

  • Get a snapshot of your financial portfolio, and its exposure across various geographies, asset and risk classes.

Get insights on whether your
investments are too risky for you


  • We can advise you on how your portfolio can be optimised to suit your risk profile, helping you to better manage risks and returns.

Build your portfolio with confidence


  • With our UOB Portfolio Explorer, view simulations on your portfolio with the mix of Mutual Fund and Bond solutions recommended for you. Drawing upon years of historical market data, these analyses will help you compare volatility and the return trade-offs of having different solutions in your portfolio.

  • Gain certainty on the insurance coverage you need with UOB Insurance Explorer. Get a consolidated view of all your insurance policies, identify your protection gaps and see how our customised solutions can help you bridge them.

With Portfolio Advisory Tools, the recommendations you receive 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.

Portfolio Advisory Tools have been awarded with industry recognition and are designed to support our Advisors in delivering advice that is:

  • Comprehensive
  • Relevant
  • Actionable

Speak to a Relationship Manager to find out how you can harness the power of UOB's Portfolio Advisory Tools.

Watch to discover

 

This 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 above.

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

Via Hotline

Call our 24-hour UOB Wealth Banking hotline at
1800 222 1881 (Singapore) or +65 6222 1881 (overseas)

Via Online Form

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