Wealth Management

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    Plan for financial security


Welcome to UOB Wealth Management

At any stage of your life, wealth management is important. Whether you are just starting to earn your first salary, building a family or fortunate to inherit a windfall, you need to plan to be in control of your wealth.

With Wealth Management, you can:

  • Build a foundational savings
  • Manage risk and protect yourself and your assets
  • Build an education fund for your children
  • Manage tax efficiently
  • Create an efficient investment portfolio
  • Accumulate a retirement fund for you and your spouse
  • Have an efficient wealth transfer tool via estate planning

UOB Wealth Management can assist you in setting your financial goals, prioritising them and implementing the steps to reach them.


Cash Flow Management

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Investment Planning

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Education Planning

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Managing your cash in-flows and out-flows is fundamental for you to gain insight of your financial position. In financial planning, we advise you to create an emergency fund of 3 to 6 months of your monthly salary. The emergency fund acts as a cushion during an emergency where extra money is needed.

UOB Wealth Management tool can help you determine your current financial status and help you set aside money for protection and investments.

When it comes to investing, you need to consider how much risk you can afford to take. However, greater risk is often associated with higher return on your investment. You are advice to diversify your investments across different asset classes to reduce risks.

We recognise that different people have different investment requirements and risk appetite. Therefore, we present you investment plans that will help maximise the potential returns on your investments while constantly checking on your investment risk tolerance.

Your children deserves the best education that you can provide to secure a better future and a great headstart in their career. It may not be a simple task as you will need to consider the ever escalating tertiary education cost, how much fund you have currently and how much more you need to save for them for their higher education.

UOB Wealth Management will help you answer some of these questions.

Protection Planning

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Retirement Planning

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Life, as they say, is fragile. No one knows when disasters will strike. However, you can plan to have adequate protection by having life insurance, medical insurance or personal accident insurance to ease your financial burden when you need it most.

We can provide specialist advice on the best protection plans for you and your family.

For most of us, retirement is the stage in life where we are not employed and do not receive regular income but instead are dependent on our nest egg or savings to enjoy the rest of our lives. With the rising cost of living, statistics have shown that EPF alone is not sufficient for your retirement.

Therefore, planning for your retirement life is crucial so that you can continue to enjoy a lifestyle you have been accustomed to, as well as perhaps pursue, some of the interests that you haven't had the time for previously.

Financial Calculator