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Private Wealth Advisory

Driven by Insight

Our advisory ecosystem is anchored by the CIMB Chief Investment Office, providing disciplined asset allocation and deep macroeconomic insight. Each client is served by a dedicated Senior Relationship Manager for you and your family, alongside Investment Advisors to deliver holistic planning.

Your Dedicated Advisory

A dedicated Senior Relationship Manager, backed by a team of specialists – with experts support always within your reach.

CIO Guided Portfolio Review

Refine your strategy and align your goals with evolving market trends through a personalised one-to-one portfolio review, delivered by our Investment Advisors and guided by the CIMB Chief Investment Office, while seamlessly managing your investment portfolio through MyWealth via CIMB Clicks/CIMB OCTO App, tailored to your risk profile and financial goals.

CIO-Led Investment Strategy

CIO insights transformed into strategic guidance, complemented by access to our CIO website, along with exclusive CIO-led solutions to support your portfolio across market cycles.

Where Expertise Meets Opportunity

CIMB's Chief Investment Office turns global shifts into actionable ideas. Our Malaysia-based specialists deliver disciplined research across asset classes, so you can make smarter decisions in a complex world.

View Our Insights

Meet Our Chief Investment Officer

With over 30 years of experience, Patrick Chang is the Chief Investment Officer (CIO), leading the CIO office and providing advisory support for CIMB Private & Preferred Banking across ASEAN.

Learn More

17.4%

of CIO's track record in asset allocation returns, versus the benchmark target return of 16.9%.

of CIO's track record in asset allocation returns, versus the benchmark target return of 16.9%.

Get Personalised Wealth Guidance

Our advisors are ready to partner with you to unlock new opportunities and define your next financial chapter.

Contact Us

Your entry to CIMB Private Wealth begins here

Minimum RM1,000,000 Asset Under Management (AUM)

 and at least

RM500,000 in Wealth Management (WM) and/or
Current Account/-i and Savings Account/-i (CASA/-i) balances at all times.

For full Terms and Conditions, click here.

The selected Deposits, Investments, and Bancassurance/Bancatakaful products can be viewed here. 

CIMB Current/Savings Account/-i is protected by PIDM up to RM250,000 for each depositor.

Member of PIDM.

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CIMB Bank makes no warranties as to the status of this link or information contained in the website you are about to access.

 

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