Personalised investment solutions with myWealth Advisor

This website is for information purposes only and does not constitute an offer, recommendation or solicitation of an offer to enter into a transaction or adopt any hedging, trading or investment strategy. It does not constitute and should not be construed as investment advice nor an investment recommendation. It has been prepared without regards to the specific investment objectives, financial situation or particular needs of any person. You should seek advice from a financial adviser on the suitability of an investment for you, taking into account these factors before making a commitment to invest in an investment.

You are fully responsible for your investment decision, including whether the product or service described here is suitable for you. The products/services involved are not principal-protected and you may lose all or part of your original investment amount.

This advertisement has not been reviewed by Monetary Authority of Singapore.

Singapore dollar deposits of non-bank depositors are insured by the Singapore Deposit Insurance Corporation, for up to S$100,000 in aggregate per depositor per Scheme member by law. For clarity, this is not a deposit and does not qualify as an insured deposit under the Singapore Deposit Insurance and Policy Owners’ Protection Schemes Act 2011. Foreign currency deposits, dual currency investments, structured deposits and other investment products are not insured.

Notwithstanding any discussion with your Relationship Manager, before deciding to proceed with any investment transaction, you should make an independent assessment about the risks, merits and appropriateness of each investment transaction, and seek independent professional advice.

We are not providing portfolio monitoring services and are not obliged to review, manage or monitor the performance of your investment holdings.

There are possible disadvantages from subscribing, selling or switching and the Bank makes no warranty on your decision to buy, sell or switch at any material time.

The investment ideas generated through the myWealth Advisor service have taken into consideration your current risk profile, cash balances, investment funds, bonds, equities, structured investments and structured products holdings that you have held with the Bank.

Your investment concentration, holdings in insurance, leverage or other loans with the Bank, and any other investment holdings, assets / liabilities outside the Bank are not considered in the myWealth Advisor service.

Currently, myWealth Advisor only generates investment ideas on investment funds based on your current asset allocation and the model asset allocation under predefined rules.

myWealth Advisor does not offer automatic portfolio rebalancing.

The algorithms may include performance data and statistics that are derived based on historical data and methodologies formulated on various assumptions.

Extreme events such as drastic market declines are not explicitly modelled.

Prices and market values are for your information only and their accuracy is not guaranteed, and they may not be relied upon by any party as the basis for making any trading, hedging or investment decision. Prices including those of exchange traded securities are generally based upon the last traded price at close of market. Funds are valued based on the latest available net asset value. Where any price is provided, it represents an indicative market valuation only and as an estimated value may differ substantially from prices at which you may be able to sell a product and may not include redemption charges or other charges.