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

  • 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
  • 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

    Reviewing your current portfolio and understanding your: return requirements, risk tolerance, tax and regulation issues & personal restrictions
    Based on your needs, we optimise risk / return, maximise return through leveraging & diversify risk through strategic asset allocation
    Sourcing the best prices from product providers, and executing your trade with cost-effectiveness & efficiency
    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
    Enjoy full flexibility to draw down on standby funds for investment
    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.