UOB's asset management arm unveils digital advisory service

Clients can submit their financial information, obtain risk profile, and receive an investment portfolio proposal in minutes.

UOB Asset Management Ltd (UOBAM) launched its own digital advisory service UOBAM Invest to allow companies to manage their discretionary investments through the firm's portfolio solutions.

According to a press release, the new digital service is offered exclusively to UOB’s commercial banking clients, which are mainly medium-sized companies. It will be offered to the bank’s other corporate clients, as well as to retail investors, and across UOBAM’s network in Asia, in subsequent phases.

Through the service, clients will be able to submit their financial information, obtain their risk profile, and receive an investment portfolio proposal in minutes.

The clients can choose to invest in the proposed portfolio or to adjust it.

The portfolios will be created from a wide range of UOBAM-managed funds and global exchange-traded funds (ETFs) spanning various asset classes, such as equities, high-yield and investment-grade bonds, as well as money market and short-term fixed income.

UOBAM said, "A conservative portfolio will typically comprise ETFs or unit trusts that are invested mainly in government bonds, money market and short-term fixed income. The most aggressive portfolio will largely consist of ETFs or unit trusts that are equities-based, and a small allocation to those that are focused on high-yield bonds."

The people you want to reach are already in this room.

Every quarter, SBR lands on the desks of the founders, CFOs, and directors running Asia's most consequential companies. Every day, they open our newsletter and read our website. It's a room that took twenty years to build — and it's the one most of our partners are trying to get into.

The good news is that the door is open. We work with companies on thought leadership articles, sponsored content, industry summits across Southeast Asia, regional awards programmes, podcasts, and media placements in print and digital. The shape of the right partnership depends on what you're trying to do, which is why we'd rather start with a conversation than send a rate card.

If you have something this room should know about, tell us. We'll tell you honestly whether we can help, and how.

No rate cards until we understand the brief. It's a better use of everyone's time.

Book a meeting

| Or download the media kit (PDF)

240,000 senior readers quarterly in print Top 1,700 Singapore companies reached

7 markets across Southeast Asia