UOB unveils digital advisory service for corporate investors

The new service is exclusively for UOB’s commercial banking clients.

UOB Asset Management Ltd (UOBAM) has launched UOBAM Invest, Singapore’s first digital advisory service for companies to manage their discretionary investments in the fund house’s proposed portfolio solutions.

The 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.

Using the new digital service, UOB Commercial Banking clients can now submit their financial information, obtain their risk profile and receive an investment portfolio proposal in minutes. The clients can then choose to invest in the proposed portfolio or to adjust the portfolio according to their desired returns, investment horizon and risk appetite.

UOBAM Invest will generate different model portfolio proposals automatically, ranging from very conservative to very aggressive, based on the client’s risk tolerance and appetite. 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’s technology partner on UOBAM Invest is FNZ Group, a global FinTech company specialising in providing multi-channel wealth management services to the financial services and wealth management sectors.

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