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Tailored advice across your life stages
Our wealth management conversations begin with your needs and priorities.
As a UOB Wealth Banking client, you have a dedicated Relationship Manager who works with our team of specialists to provide you with you tailored financial solutions that match your risk profile.
Our Product Specialists include:
- Portfolio Counsellors
- Treasury Specialists
- Bancassurance Specialists
- Mortgage Specialists
Personalised advice and insights
Our Wealth Advisory Approach
A values-led approach to growing and safeguarding your wealth sustainably to achieve your long-term financial goals.
Portfolio Advisory Tools
Tools to help you monitor, manage and optimise your wealth portfolio based on your risk profile and goals.
Timely Market Insights
Keep pace with the markets and make informed decisions with our timely investment insights.
Start a UOB Wealth Banking relationship with us today
Contact us
Call our UOB Contact Centre 03-2612 8121
Operating Hours: Monday-Sunday
• 7:30AM to 10:00PM (Full Servicing)
• 10:00PM to 7:30AM (Emergency Servicing)
*Assets Under Management (“AUM”) refers to combined balance held in our Wealth Banking client’s primary relationship accounts including deposits, investments and bancassurance / bancatakaful which includes but not limited to conventional and Islamic savings accounts, current accounts, fixed deposit accounts, gold investment accounts (Gold Savings Account and Premier Gold Account), unit trusts, retail bonds / sukuk and other structured investment products.
Click here for the full terms and conditions on Wealth Banking membership.
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