What do you need to manage your wealth?

If you’ve reached that time in your life when you’ve built up a substantial nest egg, you should be feeling comfortable. You might be building income for a property, a retirement or a project – like a big yacht you can sail over the horizon in! But, where are the high interest rates at the banks in Singapore – or anywhere in the world, for that matter?

With the currency and market fluctuations we’re seeing right now, too, you might not be sure of your next move. It’s more important than ever that your wealth management team are giving you the best possible financial advantages, as well as a sense that someone has your back.

How to get the most out of your bank and wealth management team

Within the area of your banking and financial needs are two factors that shouldn’t ever change – in fact, they’re more important now than ever before.

The first is security. Who is holding your money? How is it protected within the current economic situation?

The second is convenience. Can you access your funds from home any day of the week, any time of the day? Do you have a personal contact to assist you at all times?

You also want to be looked after at a certain level that includes the following top-line customer service and products: 

#1 The ability to bank anywhere in the world – and at any time – with the kind of secure online wealth management platform that gives you confidence and enables you to invest and manage your wealth with one log-in.

DBS was awarded the best mobile app for wealth management, and all of these services and products are available to you as a DBS Treasures Private Client. You’ll be able to access all your financial details with DBS iWealth^®. Available 24/7 as a mobile app and on the web, it’s a digital wealth management platform that gives you total control of your wealth: you’ll have access from home, when you’re back travelling or when you’re on the go. You can use the app to gain access to your portfolio allocations, for example, along with online funds investing and equity trading. You’ll also get personalised research and insights specific to your portfolio.

#2 Access to curated financial and investment insights of wealth experts that are tailored to your particular portfolio is particularly important at this time of current market volatility. As a DBS Treasures Private Client, you get a dedicated Relationship Manager plus access to a team of specialists and a comprehensive suite of finance solutions that will help you grow and protect your assets. It’s pretty empowering to have that access and level of support.

#3 There’s also priority access to bespoke banking privileges, including everything from preferential pricing to a 24-hour wealth management hotline.

Lifestyle extras

Another advantage of being a client is that you get to dip into a range of exclusive experiences and events created for like-minded people. These lifestyle privileges range across all kinds of areas. There’s health and wellness, for example, along with children’s overseas education, property, relocation and – when the time comes – a host of travel-related benefits.

You’ll also have access to a DBS Wealth Concierge for booking these privileges and helping you manage your lifestyle needs in other ways.

DBS is a good bank for getting an international perspective with an Asian edge. Its international networks also allow you to explore wealth opportunities globally.

If you’re interested in finding out more about being a DBS Treasures Private Client. There’s a Welcome Promotion on currently, so it’s a good time to see what whether this is the best option for you.

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Rebecca Bisset

Heading up Expat Living, Rebecca's the oldest but not necessarily the wisest of the crew! Her original career was in photography and video. A bit of a nomad before Singapore, she loves looking at properties, fashion and home décor.