Asian Private Banker’s App Map


In 2016, six private banks rolled out mobile/tablet apps in the region, bringing the total number of private banks with an app for relationship managers and/or clients to 14. This marks a 40% increase in the number of private banks with digital offerings since Asian Private Banker first surveyed the top 20 private banks in the region in May 2015.

New additions include Bank of Singapore, BEA Private Banking, Deutsche Bank Wealth Management, Standard Chartered Private Bank and UOB Private Bank. At the same time, both LGT and BNP Paribas Wealth Management have pulled offerings: the former discarded its Publication app and the latter scrapped its Structured Product Selector app, as confirmed by their respective spokespeople (BNP Paribas WM has since launched two new solutions in Asia).

The surge in apps for private bankers and/or clients comes as institutions expand their budgets for front-end technology investments. As indicated by the table below, COOs are exploring different digital strategies: 10 private banks have rolled out client-only mobile apps, one has launched an app that is solely for relationship managers and three have introduced solutions that are tailored to both bankers and clients.

However, most private banking apps share at least a few basic functionalities, including the ability to access portfolio information, view transactions and access proprietary investment research. More advanced or differentiated offerings at present permit clients to trade on selected products and to chat with bankers.


Private BankName of AppMobile / TabletAsia Launch DateMain Features
Bank of SingaporeBank of Singapore
Client App

iPadDec 2016- Tailored research
- Monthly Statements / Contract notes
- Portfolio navigation by sectors
- Geographical distribution
- Transaction history,
- Asset and currency allocation
Bank of SingaporeBank of Singapore
RM Navigator app

iPadDec 2016- Clients' portfolio information
- Tailored research based on clients' portfolios & preferences
BEA Private BankingiPortfolio Analyser
iPadJul 2016Built with IBM
- Client portfolio date sliced by asset class, currency mix, transaction details & historical performances
- Client portfolio & predefined standard investment models comparison
- Inbuilt paperless risk assessment questionnaire to calculate client's risk & tolerance levels
BNP Paribas WMVoice of Wealth
TabletAug 2016- Financial markets news
- Market data accros asset classes
- Exclusive reports on entrepreneurs and philanthropy
- Helps clients to understand investment fundamentals
BNP Paribas WMiWealth
TabletDec 2016- e-Documents, report generation, real time market news and data
- Trade and transfer on US, Euopre and Asia equity markets
- Multiple languages and currencies
- Contact RMs/Advisor
BNP Paribas WMmyAdvisory
MobileJan 2017- View investments and receive recommendations from advisors
- Analyse their portfolios and place orders from a recommendation provided by the bank
BNP Paribas WMLeader's Connection
Mobile / TabletJan 2017BNP WM investors can:
- Contact each other
- View sell-side mandates from the bank
- Share and discuss investment ideas on co-investments
Citi PBIn View
MobileFeb 2014- View portfolio, including asset allocation, recent transactions, performance analysis
- Research, description of products & services
- Real-time communication with RMs specialists
Credit Suisse PBDigital Private Bank
iPhone / iPadMar 2015- Oversee portfolio valuations & performance
- Access to research, - Contact RMs/Advisor
- Clients can trade securities incl. equities, ETFs, REITs and spot foreign exchange
- Biometric logins, notifications, FX forward trading,
- Chinese translations
Credit Suisse PBDigital Private Bank
Hong Kong
iPhone / iPadMar 2016- Oversee portfolio valuations & performance
- Access to research - Contact RMs/Advisor
- Clients can trade securities incl. equities, ETFs, REITs and spot foreign exchange
- Biometric logins, notifications, FX forward trading
- Chinese translations
DBS PBMy Workbench
TabletNov 2016- RM dashboard: market news, appointments and conversation planner
- Real time view of client account, transactions, performance and analysis
- Prepare and deliver customer presentations
Apple Watch
Jan 2017- Biometric logins
- Insights & analysis customised to clients' preferences & holdings
- Trade stocks in 7 markets
- Data and analysis for over 400 funds
- Price alerts for equity, FX, funds and fixed income
- Contact RMs/Advisor
Deutsche Bank PBSpotlight
MobileJan 2017- Market news & updates across all asset classes for RMs
Deutsche Bank PBECQ Pricer
MobileFeb 2017- Price discovery app
- "On-the-go" equity structured product solutions and live pricing for RMs
Goldman Sachs Private WMGoldman Sachs
Private Wealth Management

MobileSep 2012- Porfolio information: positions, asset allocation & recent transactions
- News, data on markets insights, strategies and research
HSBC PBInvestment Outlook
TabletNA- Quarterly publication feat. latest investment views on global economy
- Exclusive access to articles, charts & videos
HSBC PBHSBC Private Bank mobile app
MobileNA- Accounts, portfolios, transaction history access
- Contact RMs/Advisor
Julius BaerJulius Baer Gen-Y
Investment Workshop
TabletJul 2014- Information on Julius Baer Gen-Y Investment Workshop
Julius BaerJulius Baer
Next Generation - The Future
TabletSep 2013- Research & thought leadership content related to bank's next-gen investment philosophy
Standard Chartered PBPortfolio view
and messaging app

MobileMar 2016- Portfolio holdings & summary overview
- Cash account transaction history
- Form requests
- Secure messaging service
- Clear payment instructions
UBS WMNavigatoriPadApr 2014- Investment scenarios via interactive simulations
- Advisors & investment specialists contact
UBS WMAdvisoryMobileApr 2015- Follow specific research analysts
- Contact RMs/Advisor
UBS WMNewsstandiPadOct 2014- Research, analysis & insights from CIO office
UOB PBUOB PB client and RM appMobileNov 2016- Market research, portfolio reviews & access UOB's internal reports
Vontobel WMVontobel Mobile Private Banking
Mobile / TabletNov 2015For clients & RMs:
- Portfolio overview & account and price information for single assets
- Contact RMs/Advisor