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Advisory

Advisory

As your trusted partner in your wealth-building journey, we have your back every step of the way.

A wealth of expertise

A wealth of expertise

For life’s changes, big or small, you need advice that evolves with your needs and built around your goals. With Privilege Banking, you will be assigned a dedicated Client Advisor who will partner you to handle your investment portfolio and explore investment opportunities.

Together with a team of Product Specialists, they will provide advice and insights based on your unique financial needs and risk profile.

Our Product Specialists include:

  • Portfolio Counsellors
  • Treasury Specialists
  • Bancassurance Specialists
  • Mortgage Specialists

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Personalised advice and insights

UOB Risk-First Approach

UOB Risk-First Approach

Our proprietary approach that helps balance risks and returns to optimise your portfolio with the appropriate asset allocation

Portfolio Advisory Tools

Portfolio Advisory Tools

Our three complementary tools to help you monitor, manage and optimise your wealth portfolio based on your risk profile and wealth goals.

Timely Market Insights

Timely Market Insights

Gain access to our comprehensive insights and latest market outlook to make timely decision in building your wealth.

Start a UOB Privilege Banking relationship with us today

Leave us your contact details

Leave us your contact details

A Client Advisor will contact you

Contact Us

Contact Us

Call our 24-hour UOB Privilege Concierge at 1800 88 9833

Sign up as UOB Privilege Banking client with a minimum of RM500,000 qualifying assets under management in deposits, bancassurance and/or investments with us. Terms and conditions apply.
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