CIMB launches first bespoke wealth management portal, digitalising its wealth management solutions

6 October 2025

Kuala Lumpur : CIMB Bank Berhad (“CIMB” or “the Bank”) today announced the launch of its new wealth management platform that provides users with direct access to digital wealth solutions, data-driven insights and expert analysis. The platform offers personalised, precise and timely services, as more customers shift to digital tools to manage their wealth. 

The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”). It is the first CIO domiciled in Malaysia to serve the affluent customers, making it a unique differentiator within CIMB’s wealth management proposition.

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."

“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,” said Haniz.

With a dedicated team of asset class specialists in equities, fixed income, funds, structured products, and foreign exchange, the CIO combines global market perspectives with deep local insights, ensuring affluent clients receive advice that is timely and contextually relevant, to assist their wealth management journey. The portal consolidates current market intelligence, research publications, podcasts, webinars, and any-time data into a single digital platform, making it easier for customers to monitor market indicators such as gold, currencies and fund performance. It also features interactive tools that allow users to visualise portfolio allocations based on individual risk profiles, enhancing transparency, engagement, and confidence in wealth management. CIMB Preferred and Private Banking clients will be able to access personalised advisory services while other users can leverage on the CIO’s deep insights and thought leadership in wealth management.

“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 added.

The CIO portal is now live and accessible at www.cio.cimb.com

Haniz Nazlan, Chief Executive Officer of Group Consumer Banking, CIMB.