The platform makes it easier for clients to gain access to the CIO thought leadership and check portfolios, it said in a statement yesterday.

By bringing together the best of both platforms, UBS said it is creating a single and unified digital client experience for clients, combining market insights, expert access and trading capabilities – all in one place.

The app was co-created with 100 pilot clients across Singapore and Hong Kong earlier this year. UBS said clients appreciated the unified platform for its “increased convenience” and for offering “greater accessibility” to their portfolios.

“We’re seeing three clear digital trends,” said Michele Lim, head of Circle One by UBS and APAC business lead of UBS Digital Banking. “First, our clients are increasingly digitally savvy – 75 per cent of equity trades are now executed online. Second, they’re trading on the move; we have seen a 60 per cent year-on-year growth in our mobile banking online transactions. And third, expectations for speed and convenience are higher than ever. With this integration, we’re delivering an elevated digital experience that meets their evolving needs – and those of future generations.”

Circle One by UBS, which was launched in 2022 for UBS Global Wealth Management clients in Asia-Pacific, has become a go-to platform for daily investment insights and exclusive access to UBS’s global expert network.

The platform delivers digestible content based on the latest UBS chief investment office (CIO) house view through short videos, podcasts and interactive live webinars, complementing traditional investment reports and physical events. With more than 4,300 episodes published and more than two million minutes of content viewed to date, clients can get timely coverage on financial markets, long-term themes such as artificial intelligence and longevity, and passion topics such as art and philanthropy.

According to the UBS Global Wealth Report 2025, an estimated $74 trillion in wealth is expected to be transferred between generations over the next 20 to 25 years. The bank is rolling out digital platforms to capture opportunities from NextGen clients.