CIMB Bank Bhd has launched a new digital wealth management platform designed to give investors real-time access to market insights, data-driven analysis and expert advisory, a move aimed at redefining how Malaysians grow and manage their wealth.
The platform, supported by CIMB’s Chief Investment Office (CIO) — the first of its kind based in Malaysia to serve affluent clients — integrates human expertise with digital intelligence, offering users a personalised, transparent and data-rich investment experience.
“In today’s dynamic marketplace, customers are seeking smarter ways to protect and grow their wealth. The CIMB CIO platform combines the best of both worlds — expert in-house insights and faster access to customised solutions to help clients make confident decisions,” CIMB Group Consumer Banking Chief Executive Officer Haniz Nazlan said.
Haniz shared that the platform consolidates market intelligence, research reports, podcasts, webinars and live data into one digital hub.
“Users can track key market indicators such as gold, currencies and fund performance, while interactive tools allow them to visualise and adjust their portfolio allocations according to their risk appetite,” he said, adding that CIMB Preferred and Private Banking clients will have access to personalised advisory services, while other users can benefit from the CIO’s broader market outlook and wealth insights.
Haniz said the initiative reinforces CIMB’s commitment to providing advisory-led, insight-driven wealth solutions aligned with its Forward30 strategy, which focuses on innovation, technology and customer trust.
“Through the CIO portal, we empower clients to make informed, personalised decisions to achieve their investment goals and enhance financial returns,” he said.
By merging technology with human expertise, Haniz emphasised that CIMB aims to strengthen its leadership in Malaysia’s fast-evolving wealth management landscape by empowering investors to take control of their financial futures with greater transparency, agility and confidence.
