International Finance
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BPI elevates wealth management with signature experience

IFM_BPI Wealth Management
At the core of 'BPI Private Wealth' lies an unwavering commitment to unparalleled banking excellence

As the demand for tailored financial solutions and services catered to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) continues to grow in the Philippines, Ayala-led Bank of the Philippine Islands (BPI) is making giant strides with the ‘BPI Private Wealth Signature Experience’.

According to global data and intelligence platform Statista, the Philippines has emerged as a hub for the ultra-rich seeking robust wealth management solutions with the population of UHNWIs estimated to increase from 313 individuals in 2021 to 441 by 2026. HNWIs, on the other hand, are projected to grow from 18,000 in 2021 to 32,000 by 2026. Positioned at the forefront of this evolving landscape, BPI is reshaping the Philippines’ wealth management game with its innovative spectrum of new services and solutions dubbed under the ‘BPI Private Wealth Signature Experience’.

“Guided by its brand promise to enable clients to live a signature life, this comprehensive suite encompasses exclusive banking solutions, first-in-market investment products, bespoke wealth planning services, and curated lifestyle privileges, all anchored on four fundamental pillars: banking, investing, planning, and living. Situated within BPI’s ecosystem of seasoned relationship managers and investment professionals, BPI Private Wealth is committed to delivering pioneering solutions tailored to the unique needs of its Private Wealth clients,” the venture told International Finance.

Seamless Banking Experience

At the core of ‘BPI Private Wealth’ lies an unwavering commitment to unparalleled banking excellence. Clients benefit from a comprehensive suite of banking solutions meticulously aligned with their financial aspirations. In 2023, ‘BPI Private Wealth’ introduced ‘Wealth Loans’, offering clients exclusive and instant access to liquidity without compromising their long-term investment strategies. The product empowers its clients to seize new opportunities, weather unforeseen circumstances, or diversify their portfolios without the need to liquidate assets.

“With a dedicated relationship manager assigned to each client, personalised attention and seamless execution of banking needs are guaranteed, ensuring utmost convenience and peace of mind,” the venture continued further.

Investing Beyond Borders

Talking about ‘BPI Private Wealth’, the financial tool is helping its clients to make informed decisions, aided by a world-class team of investment experts, who offer insights and strategies to maximise returns while mitigating market risks. Exclusive reports, accessible through quarterly publications like Wealth Insights, further aid clients in navigating the market complexities.

Additionally, the introduction of “Discretionary Model Portfolios” has enabled BPI’s clients to tailor investments based on specific objectives, such as capital growth, income generation, and wealth preservation.

“Our clients can leverage our investment expertise and resources, including access to onshore and offshore solutions, to maximise their returns and enjoy the convenience of investing through our Discretionary Model Portfolios. We manage their portfolio while they set the rules, freeing up their precious time so that they can spend it on what matters more to them like pursuing their passions,” shared Maria Theresa D. Marcial, President and CEO of BPI Wealth, while interacting with the business publication.

Planning A Long-Term Legacy

In 2023, ‘BPI Wealth’ unveiled its groundbreaking ‘Multi-Family Office solution’, which now lies at the cornerstone of the ‘BPI Private Wealth Signature Experience’. Talking about the product, the innovative offering grants its clients access to a team of expert wealth planners proficient in navigating various aspects of family governance, including investment management, legal advisory, and comprehensive planning.

With a focus on trust, transparency, and personalised solutions, the Multi-Family Office team helps its clients address their estate planning, business succession, legal, and property management needs.

BPI wants its HNWI and UHNWI clients to live a “Signature Life”. To fulfil the motto, the venture is constantly sharpening its wealth management game. Private Wealth recently launched the inaugural ‘Wealth Elite Academy’, a comprehensive internship programme exclusively offered to NextGen Private Wealth clients. The academy has been created with a vision to provide an unparalleled learning experience for the next generation of business leaders to prepare and enable them to take over their family’s financial legacy.

“Throughout the programme, participants were immersed in an enriching and dynamic environment, fostering their growth, leadership skills, and financial acumen. The curriculum was carefully crafted to cover a wide spectrum of subjects including financial,” BPI concluded.

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