Corporate and institutional funds

Experience top-notch fund management from our dedicated BPI Wealth team.

Features

Diverse investment portfolios for your needs

We manage a wide range of investment portfolios with the powerful combination of our industry leadership and pool of dedicated trust practitioners and investment professionals.

Commitment to strong risk management standards

We adhere to robust risk management standards enabling us to remain strong and resilient even during the most challenging economic and market environments.

Proven track record of above par risk-adjusted returns over time

We boast of our track record in generating above par risk-adjusted returns that outperform benchmark portfolio returns over time.

Quick guide

How to know how much is our initial contribution if our own company wants to open an account

You may reach us at (+632) 889-10000 or at bpiwealth@bpi.com.ph so we can discuss with you the process and the requirements in opening an account.

Fiduciary solutions

We provide solutions for a variety of fiduciary needs including custodianships, agencies, and trusteeships.

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Frequently asked questions

How much is the initial contribution for this service?

You may call us at (+632) 889-10000 or send an email to bpiwealth@bpi.com.ph so we could discuss the account opening requirements.

What investment instruments are available for our fund?

Your Fund shall be invested in investment outlets allowed in the Investment Policy Statement (IPS). Preparation of the IPS shall be based on the outcome of the Client Suitability Assessment (CSA). Among the allowable investment instruments are money market, government and corporate securities and stocks listed in PSEi. The investment portfolio may include domestic and international assets denominated in local currency and in US Dollars. Depending on your risk assessment, your Fund can also invest in any of the 33 various investment funds with multi-strategy approach that are being managed by BPI Wealth.

Who should I contact for any inquiries about corporate and institutional funds?

For inquiries and comments, please send an email to bpiwealth@bpi.com.ph.You may also send us a message or call our 24-hour BPI Contact Center at (+632) 889-10000.

The Morning View

A rundown of market and economic developments as of May 07, 2024.

The Weekly Review

A weekly recap of key economic and market events and insights as of May 06, 2024.

Investment Funds Monitor

A summary of the latest fund prices and performance figures.

EXPLORE NEWS

If your company wants to open an account and would like to know how much is the initial contribution, just reach out to us. At BPI Wealth, we are committed to providing our customers with superior services.

Please contact us through:

Phone

(+632) 889-10000

This is our 24-hour hotline number.
email

bpiwealth@bpi.com.ph

For concerns about starting or management of your investments, please send us an email to this address.

Related information

Escrow agency

We offer escrows with government agencies as well as for purchase and sale of properties.

Loan agency

We act as an intermediary and agent between and among the borrower and lenders of a loan.

Bond trusteeship

We ensure the enforcement of terms and conditions and relevant trust agreement.

Disclaimer

These are NOT DEPOSIT products and are not an obligation of, or guaranteed, or insured by BPI Wealth or Bank of the Philippine Islands (BPI) or its affiliates or subsidiaries, and are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investment, yield and potential yields cannot be guaranteed. Any income or loss arising from market fluctuations and price volatility of securities held by a fund, even if invested in government securities, is for the account of the investor/trustor. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. BPI Wealth is not liable for losses, other than due to willful default, evident bad faith or gross negligence. Investors are advised to read the details of the fund before deciding to invest.