Tailored advice across your life stages

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

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

Tools to help you monitor, manage and optimise your wealth portfolio based on your risk profile and goals.

Timely Market Insights

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

UOB Relationship Manager

Drop us your contact

A Relationship Manager will contact you

Contact us

Contact us

Call our 24-hour
UOB Contact Centre 03-2612 8121

*Assets Under Management (AUM) refers to deposits, investments and bancassurance which include conventional and Islamic savings accounts, current accounts, fixed deposit accounts, unit trusts, retail bonds and other structured investment products (or such deposits, investments and bancassurance as UOB Malaysia may decide from time to time).

Click here for the full terms and conditions on Wealth Banking membership.