Access the expertise of UOB Private Bank’s Chief Investment Officer in Singapore, thriving through market cycles with two funds – the United CIO Income Fund and United CIO Growth Fund.
Overview
Putting Your Financial Priorities First with UOB Wealth Approach
Understanding that achieving your financial goals requires the right balance between risk and return.
Our Risk-First Approach starts with understanding your risk appetite before targeting returns. This helps you manage your investment journey with confidence and avoid taking on unnecessary risks, leading to more sustainable financial growth.
Our Risk-First Approach
- Protect yourself and loved ones with an adequate cash buffer, appropriate insurance solutions and other low-risk assets.
- Build wealth with a resilient portfolio of Core investments, as you seek stable returns working towards fundamental long-term goals, such as retirement.
- Enhance wealth with Tactical investments, capturing market opportunities as they arise.
Core and Tactical Asset Allocations
Build a Portfolio That Matches Your Risk Profile. Based on your Client Risk Profile (CRP), we apply Core and Tactical asset allocation strategies tailored to your comfort with risk.
- Core allocation: Lower-risk, long-term investments designed to grow steadily and generate regular income. Diversified across asset classes and regions.
- Tactical allocation: Short-term, higher-opportunity investments focused on capital growth and potential income, aligned with market trends.
Our Digital Advisory Tools
Like many investors, you may wonder if your portfolio is aligned with the market or taking on too much risk. At UOB, our Relationship Managers or Client Advisors use three powerful Portfolio Advisory Tools to help monitor, manage, and optimise your wealth. UOB Portfolio Advisory Tools, a tool that helps meet your investment needs.
These three complementary tools are designed to help you monitor, manage and optimize our wealth portfolio.
Portfolio tracker
- Provides a comprehensive overview of a client’s investment portfolio.
- Portfolio Tracker displays the available holdings of the product, including the overall portfolio allocation for the client, along with profit and loss information.
Portfolio insights
- Analyse the customer's overall investment portfolio and provide advice to increase the efficiency of returns with the risk that the customer can accept, so that the customer can achieve their goals and achieve their goals.
- Compare a new investment portfolio to the current one and access its resilience to financial crises.
Explorers
- Provides simulated investment portfolios with risk analysis to help banks provide more effective advice to clients.
These three complementary tools are designed to help you monitor, manage and optimize our wealth portfolio.
Portfolio tracker
- Provides a comprehensive overview of a client’s investment portfolio.
- Portfolio Tracker displays the available holdings of the product, including the overall portfolio allocation for the client, along with profit and loss information.
Portfolio insights
- Analyse the customer's overall investment portfolio and provide advice to increase the efficiency of returns with the risk that the customer can accept, so that the customer can achieve their goals and achieve their goals.
- Compare a new investment portfolio to the current one and access its resilience to financial crises.
Explorers
- Provides simulated investment portfolios with risk analysis to help banks provide more effective advice to clients.
Explore Our Investment Solutions
mutual_funds
Mutual Funds
Mutual Funds
Choose from our expertly managed funds to grow your wealth. With over 300 onshore and offshore funds for you to discover.
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Structured Notes
Structured Notes
A product designed to balance stability and growth by combining the security of bonds with the flexibility of derivatives.
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Mutual Funds
Tax Saving Funds
Discover how tax saving funds can optimise your savings today.
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Note: Offshore products are eligible for UOB Privilege Banking and UOB Privilege Reserve Customer Segment only
Investment contains specific risk. Please understand characteristic of goods, condition, return and risk before making investment decision.
This product is offered to high-net-worth investors and institutional investors. Eligible investors must fall under the category of institutional investors/high-net-worth individuals (II/HNW) as defined by the SEC, and must have sufficient knowledge and understanding of the product in order to utilize it appropriately.
Contact channels for UOB Privilege Banking customers
UOB Privilege Banking clients are welcome to contact us for financial counselling services, use the service at UOB Privilege Banking Centres or let us contact you back.
Contact UOB Privilege Banking
UOB Regional Privilege Banking Centres
Contact Us
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