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About UOB Kay Hian | About UOB Kay Hian Wealth Advisors
Manage Your Wealth with Your Trusted Wealth Advisor

We deliver professional customized and best-in-class total financial solutions to meet your
personal needs.

( Ticker: UOBK:SP )
Asia's Leading Independent Wealth Advisory Firm

We provide full-fledged wealth management services to institutional
and private clients.

( Ticker: UOBK:SP )
Strategically Positioned in Key Asian Markets

Headquartered in Singapore and positioned in Hong Kong, China, Thailand, Malaysia, Indonesia, and the Philippines.

( Ticker: UOBK:SP )

Our Value Proposition and Commitment

Creditability
  • A 100%-owned subsidiary of UOB Kay Hian
    Securities (M) Sdn. Bhd
  • A member of the SGX-listed UOB Kay Hian
    Holding Limited Group
    • Asia-Centric
  • Excellent local knowledge
  • Extensive global connectivity
    • Independent
  • We act as a pure distributor
  • We do not bind your portfolio to a specific product / product provider to avoid conflict of interest
    • Open Architecture
  • We work closely with various best-in-class product providers
  • We source for and offer you the best-in-class solutions with competitive pricing and operational efficiency

    • Our Competitive Advantages

    Full Spectrum of Wealth
    Management Solutions
  • Unit Trust, Private Retirement Scheme (PRS), Fixed Income, Bonds, Structured Products
  • Exchanged Traded Product (ETF), Equities, Futures & Options
  • Life & General Insurance, Corporate & Employee Benefits, Legacy Planning
    • Structured Financing
  • Lend against marketable equities, fixed income instruments, mutual funds and structured products
  • Provide competitive margin ratios with adequate risk control
    • Settlement
    and Custodian
  • Settle and clear transactions in global markets
  • Provide safekeeping services in global financial markets with timely entitlement
    • Flexible Order
    Execution
  • We work closely with various best-in-class product providers
  • We source for and offer you the best-in-class solutions with competitive pricing and operational efficiency

    • We Use a 4-step Portfolio Advisory Approach
    to Invest Your Wealth with Care and Expertise

    Understanding
    Reviewing your current portfolio and understanding your: return requirements, risk tolerance, tax and regulation issues & personal restrictions
    Planning
    Based on your needs, we optimise risk / return, maximise return through leveraging & diversify risk through strategic asset allocation
    Implementing
    Sourcing the best prices from product providers, and executing your trade with cost-effectiveness & efficiency
    Managing
    Tracking & revaluating your portfolio with our consolidated statement, and adjusting based on your needs and market situation

    With Our Open Architecture Platform,
    We Offer a Full Spectrum of Wealth Management Solutions

    Unit Trust/Funds
  • Connections with over 50 local and global fund houses with more than 3000 funds.
  • Over 800 theme funds to access all investment opportunities, covering traditional unit trust, AI and shariah compliance.
  • Take advantage of our portfolio planner for screening tools and search for Morningstar four- and five-star rated funds, socially responsible funds by fund family and more. Or choose your own search criteria for mutual funds.
  • Set up customizable alerts based on price, volume, ratings, news and more. And uncover hidden concentrations in your portfolio with Portfolio X-Ray®, provided by Morningstar.
    • Private Retirement Scheme (PRS)
  • A voluntary long-term savings and investment scheme designed to help you save more for your retirement.
  • Over 50 PRS funds from 7 PRS providers available for all Malaysians to supplement their retirement
    savings other than EPF.
  • Corporate PRS Advisory, provide HR advise for staff retention and benefits.
    • Fixed Income *
  • Investment grade and high yield bonds across various issuers from different geographic areas and industries.
  • All types available, whether simple as bullet bonds or complex as bonds with embedded derivatives.
  • Find out more at UTRADE Bonds
    • Customised Structured Products *
    Structured Notes
  • Partner with global best in class investment banks
  • Product can be tailored to meet client needs, such as underlying instruments, tenor and payoff structure
  • Available types: Equity linked note (ELN), Reverse equity linked note (RELN), Daily range accrual note, Fixed coupon note, Autocallable booster note
    • Accrual Forward Contracts
  • Buy (Accumulator) / Sell (Decumulator) specific equities / currencies at more favourable prices than market during a predefined period
  • Leverage can be embedded in products
    • OTC Options
  • Available types: European / American type call / put, Covered call
    • Equities *
  • Provide 24-hour online (UTRADE) / offline equity trading in Asian, European and North American markets.
    • Options and Futures *
  • Provide Hong Kong and US stock options trading.
  • Provide index, forex, bullion, energy, commodity futures broking services
    • CFDs *
  • CFD 10 - Allows you to trade CFD Equities using leverage of up to 10X with interest-free financing
  • CFD Equities - Go long or short with no hidden costs or spreads
  • CFD Indices - Diversify your exposure over a basket of index component blue chips with up to 20X leverage
    • Life & General Insurance
  • Choice from:
    •        - 11 Life Insurance Providers
           - 11 General Insurance Providers
           - 4 Takaful Providers
  • Protect yourself and your family against financial worries caused by ill health, pre-matured death, critical
    illness, property damage, loss of business income and many more.
  • Connections with top rated onshore and offshore life & general insurance companies and family takafuls
    offering you the most suitable solution.
    • Corporate & Employee Benefits
  • Wide range of products offers protection to your business from building insurance, employee benefit to your valued staff and your business assets
    • Legacy Planning
  • Partner with best in class insurance companies / brokers in town.
  • Help PWM clients with their wealth transfer and legacy planning needs.
  • Provide premium financing to manage cash flow with more flexibility.

    • *These products & services are referred within UOB Kay Hian Group
    **Equities, Options & Futures: Please refer to theList of Exchange Traded Products

    Click here to view the Approved Product List (APL)

    Our Research Series Provide Timely Analysis with Global Insights

    Global Asset Allocation Strategy
  • Asset class coverage includes: Equities, Fixed income, Commodities, Currencies
  • Tactical product recommendations when special investment opportunities occur
    • Equity Research
  • Coverage of over 400 listed companies spanning various key sectors
  • Award-winning analysts lauded by: Asiamoney , StarMine, South China Morning Post

    • Fulfilling Your Sophisticated Needs
    with Our Credit Facilities

    Effective and customised financing solutions to boost your investment capacity and
    manage your cash flow according to your needs and situation

    Yield / Return Enhancement
    Amplify returns on investment through leverage
    Liquidity
    Enjoy full flexibility to draw down on standby funds for investment
    Monetisation
    Manage your cash flow without having to sell your assets


    * Service referred within UOB Kay Hian Group

    Get in Touch

    Let us contact you for all your enquiries, just drop us a message below.

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