UOB’s discretionary portfolio management service helps clients grow and protect their wealth with steady returns and risk-managed strategies
In today’s volatile and complex markets, more investors are seeking professional guidance to manage their wealth. For many, that means turning to discretionary portfolio management (DPM), a service where a dedicated team of investment professionals builds and manages portfolios on the client’s behalf, aligning with their financial goals and risk preferences. By helping investors take a longer-term view and avoid emotionally driven decisions, DPM is gaining traction throughout Asia.
UOB Private Bank has emerged as a leader in this space, by building its DPM offering on a foundation of strong performance, transparency and personalisation. Earlier this year, it was named Asia’s top DPM provider by the Euromoney Private Banking Awards.
“We recommend that clients keep a large portion of their wealth in professionally managed, conservative risk services like DPM because investing is an emotional activity,” says Neo Teng Hwee, chief investment officer of UOB Private Bank. “A professional team provides discipline and emotional distance, helping clients stay focused on their long-term goals.”
