A unique approach to wealth that puts you first
We recognise the importance of balancing risks and returns.
Our unique Risk-First Approach ensures that you understand your risk appetite as the starting point in your wealth journey. This means we first identify how much risk you are able and willing to take, before considering the returns you would like to achieve. This way, you avoid taking excessive risks in your journey towards your financial goals.
Core and Tactical asset allocations
Based on your Client Risk Profile (CRP), we apply Core and Tactical asset allocation strategies and help you build your wealth portfolio according to how much risk you are comfortable taking.
Core allocations tend to be of lower risk and are designed to help you progress towards your long-term goals. By nature, they are held through market cycles and can provide regular income. They tend to be diversified across asset classes, sectors and regions.
Tactical allocations focus on capturing targeted short-term opportunities. These aim for capital growth but can also incorporate income strategies.
Things you should know
Important notice and disclaimers
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 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 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 Monetary Authority of Singapore. United Overseas Bank Limited Co. Reg. No. 193500026Z
Get in touch
Get in touch
Call our 24-hour UOB Wealth Banking hotline at 1800 222 1881 (Singapore) or +65 6222 1881 (overseas).
For existing Wealth Banking clients
Tap on the Wealth Banking icon on your home page on the UOB TMRW app for your Relationship Manager’s name and contact details.
Start a Wealth Banking relationship with us
Sign up as a Wealth Banking client with a minimum of S$100,000 (or its equivalent in a foreign currency) in qualifying assets under management.
Leave us your contact details and a Relationship Manager will contact you.
Deposit Insurance Scheme
Singapore dollar deposits of non-bank depositors and monies and deposits denominated in Singapore dollars under the Supplementary Retirement Scheme are insured by the Singapore Deposit Insurance Corporation, for up to S$100,000 in aggregate per depositor per Scheme member by law. Monies and deposits denominated in Singapore dollars under the CPF Investment Scheme and CPF Retirement Sum Scheme are aggregated and separately insured up to S$100,000 for each depositor per Scheme member. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.
Please refer to UOB Insured Deposit Register for a list of UOB accounts/products that are covered under the Scheme.
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