Corporate Wealth Management

The art of maximum returns and managed risk for business.

Corporate Wealth Management

The art of maximum returns and managed risk for business.

Grow your business wealth with smart surplus cash management.

DBS Bank’s Corporate Wealth Management specialists partner with you to create customised investment solutions — maximising returns on your surplus funds while supporting your company’s long-term goals, managing risk, and ensuring liquidity.

What can you expect with Corporate Wealth Management?

In-depth understanding of your long-term growth and stability goals
Unbiased determination of your risk appetite for surplus funds
Curated financial solutions designed to maximise returns and manage risk on your business’s surplus cash

Our expert team will work closely with you to manage your surplus funds, providing regular updates and insights tailored to your company’s evolving needs.

Speak to a Relationship Manager

Asset Offerings

Choose from a range of products with varying risk and return levels which best suit your investment objectives, and benefit from our range of transactional and advisory services. With ESG-focused investment options available, you can also make a positive impact on our planet and people, in addition to your profitability.

Asset Types

Liquidity

Low risk

CIO Liquid+ Fund

Money Market Instruments

Tactical (Short Term)

	Low risk
	Credit Linked Structures DDEx EUA Contango Note Futures FX & Commodities Linked Structures

	Medium risk
	Fixed Income Rates Linked Structures Equities Linked Structures

Strategic (Long Term)

	Low Risk
	All Weather Income Fund

	Medium Risk
	CIO Barbell Income Fund CIO Barbell Index Note CIO Discretionary Mandates DBS I.D.E.A. Fund Global Income Notes

	High Risk
	DBS Equilibrium Exchange Rate (DEER) Total Return Swap

How Do I Get Started?

1

Step 1: Complete your application online

Simply fill in our Interest Form and a DBS representative will reach out to discuss your investment needs and answer any questions.

2

Step 2: Account Setup

Once you decide to proceed with Corporate Wealth Management, we will send you all the necessary information and documentation to open your custody account (and a DBS Business Account, if you are not an existing corporate DBS customer).

3

Step 3: Look out for our good news

Once we have received and processed your documentation, we will notify you as soon as your accounts are opened. After that, you’re all set to start investing!

FAQs

	Who is the Corporate Wealth Management service suitable for?
	Operating companies, investment companies and non-profit organisations who classify as Accredited Investors.

	I am a Non-Profit Organisation. Can I still take up the Corporate Wealth Management service?
	Yes you can depending on your investment mandate. The Corporate Wealth Management service is suitable for schools, institutes of higher learning, clubs, religious and charitable organisations.

Can my company still be an Accredited Investor if I don’t meet the requirements?

Your company can still be classified as an Accredited Investor if all the individual shareholders are classified as Accredited Investors themselves. To be an Accredited Investor (Individual):

You have net personal assets which exceed SGD $2 million (or its equivalent in a foreign currency); or
You have net financial assets (i.e. deposits and investment products) which exceed SGD $1million (or its equivalent in a foreign currency); or
Your income in preceding 12 months exceed SGD $300,000 (or its equivalent in a foreign currency)

	Is there a minimum investment amount for this Corporate Wealth Management service?
	The minimum investment amount is SGD 1 million. If you’re keen to start investing with a smaller amount, please contact us for advisement.

	Is Corporate Wealth Management risky?
	All investments entail risk. At DBS, we have years of experience in managing investments from low to high risk. Rest assured, you can select a portfolio based on your risk appetite.

Ways to get help

We are ready to assist you with any enquiries, feedback, or complaints you may have.

Chat with us

Our chatbot Joy will answer your questions and connect you with our customer support team, BusinessCare.

To start chatting, go to the bottom right corner of the page. Select the chat icon.
Learn more about it, including the live chat operating hours.

Alternatively, leave a message with our chatbot, Joy. We will get back to you within 3 working days.

Call us

Operating hours: Monday–Friday, 8.30am–8.30pm (excluding public holidays)

Reporting a scam can be done 24/7, at any time.
In Singapore: 1800 222 2200
From overseas: +65 6222 2200

Locate us

To drop off forms and for cash transactions, visit a DBS bank branch.

For other issues, contact BusinessCare. If in-person help is needed, they can set up an appointment at an SME Branch.