Asian Private Banker’s App Map

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, Europe 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
Tablet2015- Quarterly publication feat. latest investment views on global economy
- Exclusive access to articles, charts & videos
HSBC PBHSBC Private Bank mobile app
Mobile2015- Accounts, portfolios, transaction history access
- Contact RMs/Advisor
Indosuez WMIndosuez InsightsMobileFeb 2017- Provides clients with access to the bank's latest economic and financial research
- For clients
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
Pictet WMWealthMobileQ1 2017- Distributes digitalised content of the bank's platform, Cosmos, which has Pictet's research and investment expertise
- For clients
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