BPI Private Wealth Clinches Two Awards at the Euromoney Private Banking Awards

In 2023, BPI Private Wealth launched the Wealth Elite Academy, a comprehensive internship program exclusively offered to NextGen Private Wealth clients. The Next Gen Wealth Elite Academy was 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 program, 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 management, banking, trading, investing, and bank operations, among others.

Meanwhile, the BPI Wealth Multi-Family Office, the first of its kind multi-family office solution in the Philippines, is a cornerstone initiative offering 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 focus on trust, transparency, and personalized solutions, the Multi-Family Office team helps clients address their estate planning, business succession, legal, and property management needs.

"The awards we have won this year highlight our key focus: family. Both initiatives were created with the purpose of helping our clients safeguard their legacy, ensuring their wealth is preserved and nurtured for future generations," noted Maria Theresa D. Marcial, President and CEO of BPI Wealth.   

The Euromoney Private Banking Awards, organized by Euromoney magazine, is the preeminent annual awards program for the private banking and wealth management industry recognized globally. 

BPI Private Wealth's dual triumph at the Euromoney Private Banking Awards solidifies its status as a trailblazer in the realm of private wealth management, setting new standards of excellence and innovation in the industry