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Wealth Management Singapore
Adding global scale to local knowledge
We’re more than just a bank. We’re your partner. With average client lifetime relationships lasting over 40 years, our clients trust us to manage their wealth.
As the leading1 and truly global wealth manager, stability and dependability have been our defining strengths for decades. We've been leading in industry innovation for over 50 years and we consistently win top industry awards.
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Together, we can help you pursue your goals.
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Best Private Bank in Asia Pacific
We won nine awards as part of the region’s highly coveted Asian Private Banker (APB) Awards for Distinction 2023. These wins range across our diverse spectrum of capabilities and underscores our dedication to delivering unique opportunities, services and value to our clients.
Our award shelf
We’ve been in Asia for over 60 years now. Although we’re international in our outlook, we’re familiar with your ways. Drawing on over 160 years of Swiss banking tradition, and an extensive global network of financial expertise, we’re ready to help you seize any opportunity as it arises - here as well as across the world.
In APAC, we have a strong franchise with 13 wealth management offices in 7 locations including Singapore, Hong Kong, Taiwan, Japan and China.
Our uniqueness comes from leveraging our size and scale, our broad range of products and services, the cross-collaboration across regions and divisions within UBS and the synergies our clients favor from by leveraging our unique network to service their needs and to connect with key players in their respective industries and businesses.
Clients can expect all these products, services and capabilities delivered to them by a strong team of highly trained, experienced professionals. We constantly invest in improving the quality of its client advisory service and have industry-specific standards for client advisors.
Why bank in Singapore?
Singapore’s diverse economy, strong governance and vibrant lifestyle continues to be a magnet for some of the world’s most innovative companies and astute investors.
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You deserve real expertise:
How we work with you
You deserve real expertise:
How we work with you
Your main point of contact is your client advisor. Through your dedicated advisor, you and your family have access to our wide range of wealth management services and global network.
Your advisor is supported by our global capabilities and resources. This includes our Chief Investment Office (CIO) and a number of investment and product experts, namely lending and mortgage specialists, foreign exchange, fund and investment specialists as well as wealth and financial planners.
With these tools and resources at the ready, we’re able to deliver the best for your personal portfolio.
Our approach: UBS Wealth Way
The world becomes more and more unpredictable. With markets moving faster than ever before, it can be hard to know where to focus your attention. UBS Wealth Way is an approach that can help you manage risks and take advantage of opportunities. It incorporates three key strategies: Liquidity. Longevity. Legacy. Looking at your wealth in this way can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be. Of course, there are no guarantees that you’ll achieve wealth, or any financial results. All investments have risk, including the potential of losing the whole investment. Talk to your UBS Financial Advisor about your feelings around risk.
Step 1 Identifying your values and objectives
The first step is to try to understand you. We look at your financial situation, which helps us understand the risk you’re able to take. We look at your financial goals, which define the returns you require. We look at your financial personality, which dictates the risk you’re willing to take. And finally, we look at your values and interests, which reveal the type of investments and opportunities you may wish to consider. Taking these points into account, we ask five questions to guide us in finding the right investment strategy for you:
1.
What do you want to accomplish in your life?
2.
Who are the people that matter most to you?
3.
What do you want your legacy to be?
4.
What are your main concerns?
5.
How do you plan to achieve your life’s vision?
Liquidity
To provide cash flow in the short term to helpmaintain your lifestyle
Longevity
For longer-term needs to help improve your lifestyle
Legacy
For needs that go beyond your own to help improve the lives of others
Step 2 Building your financial plan
The second step is to turn your goals into a plan. Our Liquidity. Longevity. Legacy.* planning approach is a systematic way of making your goals more tangible and identifying the investment strategies you should consider. A Liquidity strategy is designed to fund expenditures and meet liabilities for the next two to five years. A Longevity strategy helps you meet your financial goals for the remainder of your lifetime. And a Legacy strategy is for assets in excess of what you need to meet your lifetime objectives.
*Timeframes may vary. Strategies are subject to individual client goals, objectives, and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.
Step 3 Choosing an investment strategy
The third step is to set you up with an investment strategy that will help you achieve your financial goals and stick to your plan. Our standard global strategic asset allocation—designed for investors who seek a balanced approach to protecting and growing their wealth over time—aims to efficiently generate returns for a target level of risk over the course of an economic cycle. It benefits from diversification across regions, and invests in traditional liquid asset classes such as bonds and equities, as well as alternative asset classes like hedge funds. But we also have other strategies depending on investor goals and preferences:
Global strategic asset allocation
Ultra high net worth/ institutional style
Systematic allocation
Sustainable investing
Equity model portfolios
Yield-focused
Customized solutions
Now we understand your dreams, ambitions and needs – investing right could help you meet or even exceed them. Our experts will support you in creating a portfolio that aims to deliver the returns you expect; all in line with your financial plan and risk tolerance.
We appreciate that every investor is unique. We’ll work with you to find the solution that suits you best.
We also provide advice beyond investing. Dedicated teams support your specific needs, whether they relate to family offices, charities, intermediaries, entrepreneurs or independent financial advisors.
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Together, we can help you pursue your goals.
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