With you for the long term
We seek to safeguard your interests and support a well-diversified portfolio as your needs evolve.
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UBGROUPSG Wealth Advisory Approach
A values-led approach to growing and safeguarding your wealth sustainably for your long-term goals.At a glance
Guided by values, centred on you
For more than 90 years, UBGROUPSG has built lasting relationships by doing what is right for customers. Our wealth advisory approach combines responsibility, prudence and excellence to support your financial goals through different life stages.
Our values
The foundation of our wealth approach
Optimising risk, not simply returns
Your financial situation, knowledge, needs and risk tolerance inform a personalised and risk-managed portfolio.
Expertise with an open perspective
Award-winning Chief Investment Office research is complemented by carefully selected solutions from established providers.
The UBGROUPSG wealth advisory difference
A disciplined path from insight to action
Expert CIO insights
Global and regional research helps identify investment themes, risks and opportunities across market cycles.
Personalised advice
Your Strategic Asset Allocation is developed around your goals, investment horizon and willingness to take risk.
Curated recommendations
Product recommendations are selected to complement your portfolio and remain relevant to your life stage.
Manage your wealth your way
Personal guidance, supported by digital convenience
Engage your banker when you value a conversation, and use digital services when you prefer to review your finances in your own time. Together, these channels provide a connected view of your wealth journey.
Dedicated human advice
Discuss priorities, portfolio changes and financial milestones with a wealth specialist who understands your objectives.
Convenient digital access
Monitor your holdings and stay informed through UBGROUPSG's digital banking experience wherever you are.
Portfolio Advisory Tools
Understand, monitor and optimise your portfolio
See your portfolio clearly
Review holdings across asset classes, currencies and geographies through a consolidated portfolio overview.
Understand concentration and risk
Assess portfolio characteristics against your intended risk profile and long-term investment strategy.
Identify possible next steps
Use portfolio observations and professional guidance to keep your investments aligned as circumstances change.
Enhanced with SGFinDex
Eligible financial information can support a more holistic understanding of your holdings and financial position.
Important information
Investment products are not deposits and involve risks. The value of investments may rise or fall, and investors may lose part or all of the amount invested. Consider whether a solution is suitable for your objectives and circumstances.