The Tailored Approach

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The Entrepreneur

  • Integrated approach:
    When it comes to managing your wealth, we work closely with our internal partners such as Commercial Banking, Corporate Banking, Investment Banking, Asset Management and Treasury to deliver an integrated and holistic banking solution to meet your business and personal financial needs.

  • Yield enhancement and diversification of risk:
    Investment financing is especially relevant to those whose personal wealth is tied to investments in their business. Not only does our investment financing give you the flexibility to retain your investment exposure while enjoying increased capital for further yield enhancement and asset diversification, it also gives you a degree of control over your asset mix. With increased liquidity, your portfolio may be structured to diversify your concentrated risk.

  • Credit protection:
    As an entrepreneur, you may have taken out personal guarantees which render your personal assets liable for corporate debts. Through the careful use of trusts, private investment companies and insurance related instruments, we are able to perserve and protect your wealth for you and your future generations.

The Professional, The Manager

  • 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, 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 the latest events and updates in the financial markets while you pursue your aspirations and fulfill your goals. Drawing upon the expertise of our Investment Advisory team, you will be provided with analysis and advice on a wide spectrum of investment tools encompassing equities, bonds, foreign exchange, commodities, derivatives, investment funds and more.
 

Privilege Contact

UOB Private Banking is an exclusive service, available to individuals with over RM 5.0 million in investible assets.

If you wish to learn more, we invite you to contact us or leave your details here