CIMB Bank Berhad (“CIMB” or “the Bank”) today announced the launch of its new digital wealth management platform, providing customers with direct access to digital wealth solutions, data-driven insights and expert market analysis. The platform delivers personalised, precise, and timely services in response to the growing demand for digital tools among investors managing their wealth.
Supported by the Bank’s wealth advisory arm, the Chief Investment Office (CIO) — the first of its kind domiciled in Malaysia — the platform serves CIMB’s affluent customers with advisory-led, insight-driven solutions that enhance decision-making and wealth outcomes.
Haniz Nazlan, Chief Executive Officer of Group Consumer Banking at CIMB, said the launch marks a milestone in the Bank’s digital transformation journey in wealth management.
“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 and were relied upon to provide performance updates. Today, digitalisation allows customers to monitor their investments anytime and make decisions on the go,” said Haniz.
“The CIMB CIO platform combines the best of both worlds — expert in-house insights from a dedicated team, and instant access to customised solutions and strategies to grow wealth. We believe this digital transformation enhances our relationships with clients and supports their investment goals, in line with CIMB’s purpose of advancing customers and society.”
The CIO team comprises asset class specialists across equities, fixed income, funds, structured products, and foreign exchange. By combining global market perspectives with deep local insights, CIMB ensures affluent clients receive timely, relevant, and contextual advice throughout their wealth management journey.
The platform consolidates market intelligence, research publications, podcasts, webinars, and real-time data into one seamless digital experience. Clients can easily monitor key indicators such as gold, currency movements, and fund performance, while interactive tools allow them to visualise portfolio allocations based on their risk profiles — improving transparency, engagement, and confidence.
CIMB Preferred and Private Banking clients will also enjoy access to personalised advisory services, while all users can leverage the CIO’s insights and thought leadership to navigate market opportunities effectively.
“The CIO portal represents CIMB’s commitment to providing advisory-led, insight-driven solutions that safeguard and grow our clients’ wealth. Through this platform, we empower our clients to make confident, well-informed and personalised decisions to achieve their investment goals and enhance financial returns,” Haniz added.
“This initiative aligns with our Forward30 strategy, leveraging innovation, technology, and human expertise to deliver lasting value and strengthen trust with our customers.”