FINANCIAL TOOLS
The more we know about you and what you want to accomplish, the more effective our strategies become. With this in mind, our Relationship Managers are equipped with effective financial tools to help them (and you) understand your portfolio better.

Customised Portfolio Creation

Our Relationship Managers are trained to thoroughly understand your needs and to create a customised portfolio based on your requirements. This understanding allows us to better manage your portfolio based on the details of your financial health.

Through the Customised Portfolio Creation Service, your Relationship Manager will be able to find out how your existing financial plans are shaping up or devise new long-term strategies that revolve around your latest goals. In addition, your Relationship Manager will also be able to advise you on how to dynamically allocate your assets to diversify your portfolio and maximise your returns.

Portfolio Rebalancing

As global market conditions fluctuate and change, it is important to review and rebalance your portfolio periodically, to ensure that you stay on course. Your Relationship Manager can advise you on dynamic asset allocations to help you create a diversified and rewarding portfolio.

For assistance, please contact your Relationship Manager, call our CIMB Preferred At-Your-Service, visit us at a branch nearest to you, or write to us to schedule an appointment.
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(+65) 6333 1111
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