Like many other investors, you may often have pressing questions about your portfolio: Are my investments keeping pace with the evolving market? Are they too risky for me?
Our Senior Client Advisors are equipped with our award-winning UOB Portfolio Advisory Tools, three complementary tools designed to help you monitor, manage and optimise your wealth portfolio. Our Portfolio Advisory Tools are now enhanced with SGFinDex data to analyse your consolidated wealth holdings in real time. This makes UOB the first bank to integrate SGFinDex data into our digital advisory tools.
Portfolio Tracker
Portfolio Insights
Explorers
With Portfolio Advisory Tools, the recommendations you receive are anchored upon UOB’s proprietary Risk-First approach to wealth management, which is about helping you ensure that the risk you take is appropriate to 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:
Speak to your Senior Client Advisor to find out how you can harness the power of UOB's Portfolio Advisory Tools.
If you are not an existing Privilege Reserve Client, kindly leave us your contact details below and we will be in touch with you shortly.
To qualify for UOB Privilege Reserve, you will need to maintain a minimum balance of S$2,000,000 in deposits and/or investments with us.
*SGFinDex, or the Singapore Financial Data Exchange, is a joint initiative by the Monetary Authority of Singapore (MAS) and the Smart Nation and Digital Government Group (SNDGG), with the support of the Ministry of Manpower (MOM). Source: https://www.mas.gov.sg/development/fintech/sgfindex.
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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 Limited ("UOB") 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 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.
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