Curated Solutions Across Generations

At a Glance

Wealth succession advisory

Next generation involvement through robust support and clarity of asset transfer strategy.

Wealth preservation

A broad spectrum of products from fund management in a global portfolio, comprehensive Structured Products variants, to investments with Environmental, Social & Corporate Governance considerations.

Optimising the dynamics of investment opportunities

Through 24/7 access and evolving digital innovations.

Inspiring a positive impact in the world

With a globally recognised bank (Asiamoney, Forbes, Infobank, Global Finance, Euromoney)*

Live With an Edge

DBS Treasures Private Client keeps you ahead through curated solutions across generations in line with your aspiration for a better world. We are always by your side as a trusted wealth management partner, with wealth succession advisory, wealth preservation, and full-fledged wealth management digital transformation.

Wealth Succession Advisory through robust support and strategy to ensure seamless wealth transfer to next generations.

Legacy planning with comprehensive solutions to achieve your goals and aspirations.
- Health protection to maintain your financial edge from unexpected risks.
- Financial protection through insurance inheritance for the bereaved family.
Financial insights curated to your aspirations and regularly communicated to you.
- Personalized eTalk Series:
  - Monthly Market Update that suits your profile and aspirations.
  - Annual Market Update, Chief Investment Officer (CIO) Insight, and Asian Insight.
  - Lifestyle activities tailored to your interests.
- Portfolio advisory from Senior Relationship Manager.
Personal Growth Program for the next generation, including training and exclusive events on business and entrepreneurship.

Wealth Preservation to keep you ahead through a broad spectrum of resilient products.

Individual Customer Fund Management (PDNI).
Investment with Environmental, Social & Corporate Governance (ESG) theme, including Batavia Global ESG Sharia Equity USD, RHB SRI KEHATI Index Fund, and Ashmore Digital Equity Sustainable Fund.
Wide range of Structured Product.

Full-fledged Wealth Management Digital Transformation to optimize the dynamics of investment opportunities through 24/7 access.

Digitization transaction processes:
- Portfolio Advisory Enablement Tool to support the financial team in delivering curated insights based on market data and customer profiles timely and accurately.
- digimarkets to accelerate and increase the efficiency of bonds, FX, and Structured Product transaction.
Comprehensive wealth products on digibank by DBS Application:
- Daily FX banking with Multi-Currency Account and real-time FX remittance.
- Seamless wealth transactions in one app, from investor identity (SID) registration, buy, sell, and switch bonds along with mutual funds.
- Portfolio monitoring anytime, anywhere.