At CIMB Private Banking, the management of your wealth is viewed in totality and professionally by our Private Bankers.
Building trusting relationships:CIMB Private Banking believes that every individual client is unique. It is only with our exclusive partnership with you that we can develop an accomplished understanding of your position - your distinct financial needs, aspirations, time horizons and appetite for risk. Our privileged relationship with you comes with a personal Private Banker whose diverse expertise covers debt and equity markets, portfolio management and treasury. The Private Banker is responsible for all your daily investment activities, monitors your portfolio and keeps you up to date on key news and events in the financial world, ensuring you access to a comprehensive source of advice and solutions.
Providing asset allocation strategies and investment advice:
Asset allocation is the crux to developing a successful and strategic investment portfolio that is unique to each private client. With support from our in-house Investment Advisory Team, your Private Banker will devise Asset Allocation Strategies, personalized to fit your risk and reward profile. We provide expert advice in helping you determine the mix of assets to hold in your portfolio, with every intention to generate positive returns for you and point out new investment opportunities as they arise.