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DBS Treasures Private Client

We welcome all ANZ Private Bank clients to DBS Treasures Private Client, an exclusive Asia-focused wealth management platform that offers the best of private banking and consumer banking. Through our robust corporate and commercial network, gain access to capital, connections and strategies to meet your financial goals.

Why DBS Treasures Private Client?

  • Dedicated wealth managers who can help you achieve your financial aspirations
  • Unique and best-in-class financial solutions to meet your complex needs
  • Investment webinars that reveal timely market insights and advice on current trends and opportunities
  • DBS iWealth, an all-in-one dashboard to control your assets, research your options, as well as invest and transact
  • Personalised feed of reports and analyses from our Asian Insights research team, delivered to your favourite device

For more details about DBS Treasures Private Client, read on.

Discover more

Click here for our pricing guide. Full terms and conditions apply.

Luxury Privileges at DBS Asia Treasures

As a DBS Treasures Private Client, you are invited to experience our unique Asian hospitality at DBS Asia Treasures.

  • DBS Asia Treasures Lounges in Singapore Changi Airport Terminals 2 and 3
  • Complimentary limousine airport transfers
  • Ambassador services in Jakarta and Surabaya
  • Dedicated round-the-clock concierge service
Qualifying criteria

DBS Asia Treasures membership is by invitation only. New DBS Treasures Private Clients who maintain Asset Under Management (AUM) of at least S$1.5 million will be welcomed as a DBS Asia Treasures member.

To qualify for membership renewal from 1 April 2018 to 31 March 2019:

  • Maintain AUM of at least S$1.5 million, and
  • Spend S$30,000 accumulated on any DBS/POSB credit card(s) within 2017.
Find out more

Privileges

Capitalise on our host of banking and lifestyle privileges.

  • Fee waivers for cash withdrawals with DBS Treasures Private Client Debit Card
  • Emergency cash of up to S$20,000 from DBS Treasures Centres in Hong Kong, India, China, Taiwan and Indonesia
  • 20% bonus KrisFlyer miles when you travel with Singapore Airlines and SilkAir
  • Ambassador welcome at Starwood hotels

DBS Treasures Private Client FAQ

General

  • I am an ANZ Private Bank client. Will I automatically qualify for DBS Treasures Private Client?

    Yes, we welcome you to DBS Treasures Private Client. If you are currently a client of DBS Private Bank, you will remain as such, regardless of your ANZ banking status.

  • What will happen to my insurance policies bought in ANZ?

    Your insurance policies remain unaffected. Policies will remain effective, as long as premium payments are made when due.

  • What will happen to my product holdings (deposit, investment, treasures, cards and loans)?

    All existing products held with ANZ will be transferred to DBS-equivalent products, and will be available for access from the transfer date. You may approach your DBS Relationship Manager for more information regarding your portfolio.

  • Can I access my product holdings online?

    Yes, you will be able to access your product holdings from the transfer date on DBS iWealth. You will be able to view a clear breakdown of your portfolio asset movements, holdings, transactions, allocations and analysis.

    You can find out more about DBS iWealth here.

  • Is there a 24-hour customer service number if I have queries regarding my account?

    Before the transfer date, you may call ANZ Wealth Management Hotline about your portfolio on 1800 226 8899. After the transfer date, you may call DBS Wealth Management Hotline on 1800 221 1111.

Relationship Managers

  • Will my ANZ Relationship Manager be assigned to me?

    Many of you can also look forward to having the same Relationship Manager service your account at DBS. We will send you more details after the transfer date.

  • How qualified are the Relationship Managers at DBS?

    All our Relationship Managers at DBS have gone through stringent selection processes and training. They are certified under the Client Advisor Competency Standards (CACS) Assessment, the essential qualification for private banking professionals providing financial advisory services to high net worth individuals. Each Relationship Manager is also supported by Assistant Relationship Managers and a team of specialists in bancassurance, equities, loans, investments and more.

Assets Under Management (AUM)

  • What is Accredited Investor (AI)? Do I need to be an AI to maintain an account with DBS Treasures Private Client?

    Under the Securities and Futures Act (Cap.289) of Singapore, an Accredited Investor is an individual with net personal assets exceeding S$2 million in value (or its equivalent in a foreign currency) and/or his income in the preceding twelve (12) months is not less than S$300,000 (or its equivalent in a foreign currency).

    Note: Under the proposed amendment to AI eligibility criteria, an individual’s primary residence can only contribute up to S$1 million of the S$2 million threshold.

    Example 1:
    You may hold S$500,000 in cash,
    S$1 million in a portfolio of equities in CDP and
    a residential property with an estimated current market valuation of about S$2 million.
    The total values that can add up to your AI eligibility would be S$500,000 (cash) + S$1 million (equities) + S$1 million property = S$2.5 million

    Example 2:
    You may hold S$500,000 in cash,
    S$1 million in a portfolio of equities in CDP and
    a residential property with an estimated current market valuation of about S$700,000.
    The total values that can add up to your AI eligibility would be S$500,000 (cash) + S$1 million (equities) + S$700,000 (property) = S$2.2 million

    DBS Treasures Private Client requires you to be an AI to access its wide range of investment products.

  • Are CPF Savings or Investments under CPFIS, or SRS considered as part of the AUM?

    No, CPF savings or CPFIS are excluded from the AUM computation.

Fees and charges

  • What are some of the fees and charges?

    After the Transfer date, DBS pricing will apply. Find the details on our DBS Treasures Private Client Pricing Guide here.

Banking and investment services

  • How do I execute my trades if I am overseas?

    Once your Wealth Management account is set up, we can take instructions for your trades over a recorded phone line, from 8.30am to 6pm in Singapore. With access to DBS iWealth, you may also trade at your own convenience.

  • Do you accept fax instructions?

    Yes, we accept fax instructions from you regarding third party fund transfer, remittance requests and/or inward/outward securities transfers. As an added security, we will also call you to confirm the details before proceeding with your requests.

  • Where can I receive over-the-counter services?

    As our Wealth Management client, you can enjoy exclusive access to our extensive network all over Singapore.

    • 11 DBS Treasures Centres
    • 5 DBS Treasures ATM lobbies
    • Priority Banking counter at 25 DBS branches
    • Islandwide DBS/POSB branches
    • Largest network of ATMs islandwide with 1,100+ ATMs
    • Network of 800+ AXS stations

    Search for a location nearest to you here.

DBS digital services

  • I have existing online banking access with ANZ, will I be provided with DBS online banking access?

    Yes, you will be provided with DBS iWealth access if you have an ANZ deposit or credit card account, a registered mobile number and mailing address with DBS. Upon activation of your DBS iWealth access, you can enjoy our full suite of digital services*: eStatement, PayLah!, SMS Banking.

    *Subject to eligibility.

  • How do I access DBS iWealth?

    New to DBS iWealth

    You can have access to DBS iWealth with the security token that will be mailed to you after the transfer date. Please follow the steps in the mailer to complete your first login and view your transferred products and services.

    If you wish to access DBS iWealth before receiving the security token, complete your first login with your new DBS credit/debit card* and PIN.

    *Please ensure you have activated your new DBS credit/debit card before login.

    Existing DBS iWealth users

    Your transferred products and services can be accessed through your current DBS iWealth account after the transfer date.

    Please call the DBS Wealth Management hotline on 1800-221-1111 if your account has not been updated by the transfer date.

  • I receive eStatements from ANZ, will I receive eStatements for my new DBS accounts?

    Yes. You will be able to access your eStatement of your transferred account once you have activated DBS iWealth access.

    Find more details here.

  • Will I be able to view my new account details on DBS iWealth?

    Yes, you will be able to view your new account details when you log in to DBS iWealth.

  • Will my existing payee lists, scheduled and recurring transfers/payments in my ANZ Digital Banking be transferred over to DBS iWealth?

    Your payee lists setup and scheduled or recurring transfers/payments arrangements in your ANZ Digital Banking will not be transferred to DBS iWealth. You will have to set up these arrangements again in DBS iWealth after the transfer date. Click on the links below for a guide:

    Add transfer payee to DBS/POSB recipient
    Add transfer payee to other bank recipient
    Set up a remittance payment
    Set up a billing organisation
    Set up a GIRO payment
    Set up a Standing Instruction (Recurring fund transfer)

Find out more about your deposits here.

Find out more about your investments here.