United Overseas Bank UOB Private Banking, UOB Private Banking is set up to provide advanced financial and portfolio planning, which include estate planning and investment management services. With access to vast resources offered by experts in Commercial Banking, Corporate Banking and Treasury within the United Overseas Bank (“UOB”) Group, your Relationship Manager will ensure you receive the services you require.
Whether you are looking at wealth creation, preservation or succession planning, our objectives are the same. We want to develop the right wealth management plan for you. This way, you can focus on more important things in life.
When you become our private banking customer, we will hand-pick a Relationship Manager for you. We will invest both time and resources to know you better, from your financial profile to your personal and business goals.
At UOB Private Banking, we know you value your privacy and confidentiality as much as sound financial advice.
Developing the Ideal Wealth Plan for you
Holistic Approach: We recognise each customer is unique, which is why we take time to understand your financial priorities and goals. By adopting a holistic approach to your finances, we are able to tailor innovative wealth management strategies and solutions that cater to your investment needs, all the while taking into consideration your objectives and risk appetite.
Capturing Opportunities: Occasionally, you may chance upon a sound investment opportunity. When this happens, our Relationship Managers can help assess your immediate needs and structure a solution which would allow you to capture that opportunity in a timely manner.
Keeping abreast of market developments: Your Relationship Manager will keep you abreast of what is happening in the financial markets while you pursue your aspirations and fulfill your goals. Drawing upon UOB’s resources and expertise, you will be provided with analysis and advice on a wide spectrum of investment tools encompassing equities, bonds, foreign exchange, derivatives, investment funds and more.
Interested to find out more about what Private Banking can do for you? We would be delighted to tell you more about UOB Private Banking. Please leave your contact details here and we will be in touch.
Traditional Banking Services
- Multi-Currency Deposits
- Retail Banking Facilities
Investment Services and Advisory
- Fixed Income
- Foreign Exchange Trading
- Unit Trusts
Fiduciary Services and Advisory
- Private Investment Vehicles
- Private Trusts
- Tax / Estate Planning
Integrated Services – Gateway to Commercial / Investment / Corporate Banking etc
The information contained herein should not be considered as an offer or solicitation to sell or as giving advice in respect of investments or make deposits to any person in any jurisdiction where prohibited by law to make such an offer or solicitation.