CIMB Bank Berhad (“CIMB” or “the Bank”) has unveiled a new wealth management platform designed to give users direct access to digital wealth solutions, expert analysis, and data-driven insights. The platform aims to provide services that are personalised, timely, and precise, catering to the growing number of customers who prefer digital tools for managing their wealth.
The new offering comes through CIMB’s wealth advisory division, the Chief Investment Office (“CIO”), the first CIO based in Malaysia dedicated to serving affluent clients. This gives CIMB a distinctive position in the wealth management space, combining local knowledge with a global outlook.
Haniz Nazlan, Chief Executive Officer of Group Consumer Banking, CIMB, said, “In today’s dynamic marketplace, customers are actively seeking smarter ways to protect and grow their wealth. Asset managers used to meet customers face-to-face before investing and are often relied on to provide updates on the fund’s performance. Today, digitalisation allows customers to check their investment anytime and make decisions on the go.”
Haniz added, “The CIMB CIO platform combines the best of those worlds, which are expert in-house insights provided by a dedicated team and quicker access to customised solutions and strategy to grow wealth. We believe the move towards digital transformation in wealth management enhances our relationships with clients and meets their investment goals, in line with the Bank’s purpose of advancing customers and society,”
The CIO platform features a dedicated team of specialists across equities, fixed income, funds, structured products, and foreign exchange. By integrating global market perspectives with in-depth local knowledge, the wealth management platform ensures that affluent clients receive timely, contextually relevant advice to guide their wealth management journey. The portal consolidates market intelligence, research publications, webinars, podcasts, and real-time data into a single digital hub, enabling customers to track key market indicators such as fund performance, currencies, and gold. Interactive tools also allow users to visualise portfolio allocations according to individual risk profiles, promoting transparency, engagement, and confidence in managing wealth. While CIMB Preferred and Private Banking clients can access personalised advisory services, other users benefit from the CIO’s extensive insights and thought leadership.
“The CIO portal represents CIMB’s commitment to providing advisory-led, insight-driven solutions that safeguard and grow our clients’ wealth. Through the CIO portal, we empower our clients to make confident, well-informed and personalized decisions to achieve their investment goals and boost financial returns. This initiative is aligned with our Forward30 strategy, leveraging innovation, technology, and human expertise to deliver lasting value and strengthen trust with our customers,” Haniz concluded.