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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
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
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
Sign up as UOB Wealth Banking customer with a minimum of RM150,000 qualifying assets under management in deposits, bancassurance and/or investments with us. Terms and conditions apply.
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