Choose from our expertly managed funds to grow your wealth. With over 300 onshore and offshore funds for you to discover.
Overview
UOB Wealth Advisory Approach
At UOB, we believe that effective wealth management is rooted in strong principles. For over 90 years, our own wealth has been shaped by three enduring values — Responsibility, Prudence, and Excellence. These values continue to guide the way we advise and support you today. We understand the effort it has taken to build what you have achieved. Our role is to help protect it, grow it steadily, and support you through every key financial milestone.
Responsibility
With you, for the long-term
Responsibility begins with understanding your purpose. You are not here to chase market speculation, but to build a strong and secure financial foundation — one that supports your family, lifestyle, and long-term aspirations.
We work with you to put the right protections in place, safeguarding your income and wealth against unexpected events, while steadily building a well-diversified portfolio over time
Prudence
Optimising the risks you take
When it comes to investing, we place strong emphasis on managing the risks you take — this is the essence of our Prudence.
We adopt a disciplined and methodical approach in building your investment portfolio. This starts with a deep understanding of your financial situation, risk tolerance, investment knowledge, and evolving needs. From there, we design a personalised, risk-managed portfolio that is thoughtfully diversified across asset classes, geographies, and sectors.
Excellence
Product and advisory excellence
At the core of this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) combines global research insights with deep analytical expertise to identify both risks and opportunities that matter to your portfolio.
This is further enhanced by our open architecture platform, providing you with access to a wide range of wealth solutions from leading providers across the globe.
Responsibility
With you, for the long-term
Responsibility begins with understanding your purpose. You are not here to chase market speculation, but to build a strong and secure financial foundation — one that supports your family, lifestyle, and long-term aspirations.
We work with you to put the right protections in place, safeguarding your income and wealth against unexpected events, while steadily building a well-diversified portfolio over time
Prudence
Optimising the risks you take
When it comes to investing, we place strong emphasis on managing the risks you take — this is the essence of our Prudence.
We adopt a disciplined and methodical approach in building your investment portfolio. This starts with a deep understanding of your financial situation, risk tolerance, investment knowledge, and evolving needs. From there, we design a personalised, risk-managed portfolio that is thoughtfully diversified across asset classes, geographies, and sectors.
Excellence
Product and advisory excellence
At the core of this is our Excellence. Our award-winning Private Bank Chief Investment Office (CIO) combines global research insights with deep analytical expertise to identify both risks and opportunities that matter to your portfolio.
This is further enhanced by our open architecture platform, providing you with access to a wide range of wealth solutions from leading providers across the globe.
Our wealth advisory difference
Our wealth advisory approach is defined by key strengths that empower you to make decisions with clarity and confidence:
- Gain access to expert insights from our award-winning Private Bank Chief Investment Office
- Receive personalised advice through risk-managed portfolios, guided by Strategic Asset Allocation
- Benefit from carefully curated product recommendations aligned with your investment goals and life stage
Manage your wealth the way it suits you
Our omnichannel approach gives you the flexibility to engage with us in the way that best suits your preferences throughout your wealth journey.
Whether you prefer face-to-face interactions or digital access, we support you seamlessly. Our bankers are equipped with award-winning digital tools to deliver personalised advice and recommendations when meeting in person. At the same time, you can access our comprehensive suite of wealth solutions and timely insights anytime, anywhere through our digital platforms.
We are committed to providing a seamless and integrated experience, working alongside you to help you achieve your wealth goals in a sustainable way.
UOB Portfolio 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.
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
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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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Mutual Funds
United CIO Funds
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.
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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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