We are CIMB Group’s wealth management arm for high net worth individuals with a regional presence in Malaysia, Singapore and Indonesia. Our strong client insights, regional network and unique investment approach allow us to assist you in enhancing and preserving your wealth.

Backed by an ASEAN network and cross border capabilities, CIMB Private Banking is well positioned to offer a full suite of wealth management solutions. Our team of experienced Private Bankers and Investment Specialists are committed to building a long term partnership with you with the aim to help you meet your long term goals and objectives.

CIMB Private Banking adopts an investment philosophy that is based on sound asset allocation strategies, accounting for individual risk appetites and financial goals. This holistic and broad approach enables us to help you achieve your long term goals.

Goal based approach:
We help you identify your financial goals in order for us to better plan your investments based on your risk tolerance, liquidity needs, and investment horizon.

Assets allocation and systemic rebalancing:
Strategic asset allocation.
We believe that a sound strategic asset allocation strategy is key to long term investments. Once you have established your financial goals, we will build a personalized portfolio that is optimally diversified across asset classes.

Portfolio review and monitoring reports reviews:
We perform periodic portfolio review and rebalancing to ensure your investment stays in line with your goals over time.