Discretionary portfolio management
Successful investing takes effort and may require more time than your busy schedule permits. That is why you can rely on Discretionary Portfolio Management (DPM), a flexible and fluid service provided by UOB Private Bank, which gives our clients access to a team of professional money managers who will manage wealth on your behalf. They are backed by the visionary long term views of our Chief Investment Office.
Our goal is to deliver superior risk-adjusted returns as well as peace of mind for you. We have a range of bespoke Single-Asset and Multi-Asset Mandates tailored to your preferences.
It’s about experience
Optimal time allocation
Allows you to focus on what has created your success, removing the time-consuming need to make day-to-day investment decisions.
Peace of mind
While you’re watching over your business, our team of professionals constantly watch over your portfolios.
Customisable
Tailor-made to your unique needs, objectives, constraints and beyond.
Transparency and direct ownership
Full disclosure of underlying holdings with investments held in your name, and access to the team’s expertise.
Sustainable returns
Ability to generate sustainable returns through a disciplined and proven investment process.
It's about process
Target allocations across asset classes are set based on forecasts and adhered to throughout various market cycles.
It’s about a journey
Providing you an unparalleled, seamless communication with the core investment team.
It takes a shared vision and focus to achieve all you aspire to.
The kind we have with all of our clients.
It takes a shared vision and focus to achieve all you aspire to.
The kind we have with all of our clients.
For a forward thinking Private Banking experience with a uniquely ASEAN heritage, contact us.
The Private Bank experience
About us
From the moment our doors first opened, it was always about the generations to come. About making sure we would be here for the long run and help other Asian families do the same.
Our investment approach
Your plans for the long term are yours, and only yours. So we design solutions around you and only you. This forms the basis of our investment philosophy.
Our insights
Make sense of world events and market movements that impact your investment journey with regular insights from our Chief Investment Office.
We use cookies to improve and customise your browsing experience. You are deemed to have consented to our cookies policy if you continue browsing our site.
