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UOB Portfolio Advisory Tools

Our Relationship Managers are equipped with our award-winning UOB Portfolio Advisory Tools, designed to help you monitor, manage and your wealth portfolio.

/Portfolio Tracker

Portfolio Tracker

Get a holistic overview of your portfolio and its exposure across asset classes, currencies, geographies, risk levels and more.

/Portfolio Insights

Portfolio Insights

Get insights on projected risks and returns of your wealth holdings,based on historical market data and simulate how well your portfolio can withstand

/Portfolio Explorers

Portfolio Explorers

Design a simulated portfolio with our Portfolio Explorer Tool. Stress-test allocations with historical data for informed decisions based on your risk

With Portfolio Advisory Tools, the recommendations you receive are anchored upon UOB’s proprietary Risk-First Approach towards wealth management, which is to ensure that the risk you take is appropriate in line with 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

Start a UOB Wealth Banking relationship with us today

UOB Relationship Manager

Drop us your contact

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Contact us

Contact us

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

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.

Things you should know

Important notice and disclaimer

The 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 (Malaysia) Bhd (“UOB Malaysia”) 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 Malaysia 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 presented above.