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UOB Wealth Advisory Approach
At UOB, we believe that managing wealth well begins with strong values. For more than 90 years, our own wealth has been guided by three enduring values - Responsibility, Prudence and Excellence. These same values shape how we advise and support you today. We understand the effort it has taken to build what you have achieved. Our role is to help you safeguard it, grow it steadily, and support you through every important financial milestone.
Responsibility
With you, for the long-term
Responsibility starts with understanding your purpose. You don’t bank with us to speculate the market. You are here to build a secure financial foundation - one that supports your family, lifestyle and aspirations over the long term.
We guide you to put safeguards in place to protect your income and wealth against unforeseen events, while progressively building a diversified portfolio.
Prudence
Optimising the risks you take
When it comes to investing, we believe that more attention should go towards managing the risks you take. This is our Prudence.
We take on a methodical approach when it comes to crafting your investment portfolio, understanding your financial situation, risk tolerance, investment knowledge and financial needs. Thereafter, we construct a personalised and risk-managed portfolio for you that is diversified across asset classes, geographies and sectors.
Excellence
Product and advisory excellence
Underpinning this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) brings together global research depth and analytical expertise to identify risks and opportunities relevant to your portfolio.
Complementing this is our open architecture platform, which gives you access to wealth solutions from leading providers around the world.
Responsibility
With you, for the long-term
Responsibility starts with understanding your purpose. You don’t bank with us to speculate the market. You are here to build a secure financial foundation - one that supports your family, lifestyle and aspirations over the long term.
We guide you to put safeguards in place to protect your income and wealth against unforeseen events, while progressively building a diversified portfolio.
Prudence
Optimising the risks you take
When it comes to investing, we believe that more attention should go towards managing the risks you take. This is our Prudence.
We take on a methodical approach when it comes to crafting your investment portfolio, understanding your financial situation, risk tolerance, investment knowledge and financial needs. Thereafter, we construct a personalised and risk-managed portfolio for you that is diversified across asset classes, geographies and sectors.
Excellence
Product and advisory excellence
Underpinning this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) brings together global research depth and analytical expertise to identify risks and opportunities relevant to your portfolio.
Complementing this is our open architecture platform, which gives you access to wealth solutions from leading providers around the world.
Our wealth advisory difference
Our wealth advisory difference is defined by these key strengths that guide your wealth decisions with clarity and conviction:
- Access expert insights from our award-winning Private Bank Chief Investment Office
- Receive personalised advice with risk-managed portfolios, underpinned by Strategic Asset Allocation
- Curated product recommendations aligned to your investment goals and life stage
Digital tools to manage your wealth
Stay in control of your financial journey with tools that help you monitor, manage and optimise your portfolio with ease.
Portfolio Advisory Tools
Your Relationship Manager uses our Portfolio Advisory Tools to provide a clear, holistic view of your wealth portfolio, including allocation across asset classes, currencies, geographies, and sectors. We go further by simulating your portfolio under various market conditions using historical data, so you can see how it performs before making decisions. This tailored analysis ensures every move aligns with your risk appetite and long-term goals.
UOB TMRW
Our digital banking app gives you access to timely market insights and a wide range of funds to buy and sell digitally anytime, anywhere.
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.
Things you should know
Important notice and disclaimer
The information stated herein shall 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 in this document 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 herein, 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 article, 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 herein, 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 accept 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 herein.
This advertisement has not been reviewed by the Securities Commission Malaysia.
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