Our Investment Philosophy
“Our investment approach is guided by sound principles that lead clients toward their long-term investment goals, with a focus on value, quality and diversification. Engaging Asian high net worth clients often take the discussion beyond just managing personal wealth. Our integrated ‘One Bank’ approach, backed by an established Asian footprint, enables us to tap into our full suite of business and investment solutions to meet the increasingly sophisticated needs of our clients.”
– Neo Teng Hwee, Chief Investment Officer, UOB Private Bank
Active Portfolio Management
Our goal of investing is singular: To earn returns that meet your long-term financial aspirations and preserve the purchasing power of your wealth. Understandably, volatility should be matched to your risk temperaments. Risk premiums* can change across business cycles and these may give rise to opportunities from time to time.
Our investment philosophy is built on three timeless tenets:
Value:
Excess returns should compensate for the intrinsic risk in an asset. Value-driven investing has been proven for potential long-term investment success.
Long-term approach:
In the world of instantaneous communication, market noise abounds. However, it is the fundamentals that will drive value in the long run.
Risk management and diversification:
To create a resilient and rewarding portfolio, portfolio risks will be actively managed and investments will be well diversified across asset classes.
* The return in excess of the risk-free rate of return that an investment is expected to yield.
Important Message:
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