BPI Private Wealth wins six international awards for excellence in private banking

BPI Private Wealth has earned multiple distinctions from two prestigious international award-giving bodies this year: the Euromoney Private Banking Awards organized by Euromoney Magazine, and the Global Private Banking Innovation Awards by Global Private Banker. These accolades further reinforce its position as a leading private asset and wealth manager in the Philippines, catering to the growing demand for customized financial solutions and services for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs).

At the Euromoney Private Banking Awards, BPI Private Wealth was recognized as the Philippines’ Best for Next Gen and Philippines’ Best for Family Office Services—both for the second consecutive year. These back-to-back wins reflect BPI Private Wealth’s continued focus on evolving the private banking experience to meet the needs of a new generation of wealth holders and multi-generational families seeking holistic solutions.

Among its key initiatives for Next Gen clients is the Wealth Elite Academy, an exclusive internship program designed to prepare the next generation of Private Wealth clients to take on the responsibilities of leading and preserving their family’s financial legacy. Since its launch in 2023, six cohorts have successfully completed the program. The Wealth Elite Academy immerses participants in a dynamic, hands-on learning environment covering a wide range of subjects—from financial management and investing to trading, banking, and operations—equipping them with the tools, insights, and experience to make more informed financial decisions.

Meanwhile, the Multi-Family Office is a pioneering pillar of BPI Private Wealth’s advisory-led strategy, reflecting the belief that estate planning is an essential component of holistic portfolio management. As the first offering of its kind in the Philippines, BPI Private Wealth’s Multi-Family Office gives clients privileged access to a dedicated team of expert wealth planners. These professionals provide strategic guidance on wealth structuring, estate planning, and the acquisition and transfer of assets. Complemented by specialized administrative services, the solution ensures a smooth and secure transition of wealth—minimizing legal and financial complexities every step of the way.

BPI Private Wealth’s success was further recognized at the Global Private Banking Innovation Awards, where it garnered four distinctions. For the second year in a row, BPI Private Wealth was named Best Private Bank in the Philippines, a testament to its sustained leadership in delivering bespoke wealth solutions through the Signature Experience—a comprehensive suite of exclusive offerings that span banking, planning, investing, and living. With this client-first approach, BPI Private Wealth has expanded portfolios in unprecedented ways and further cemented its position as the private wealth partner of choice. BPI Private Wealth’s Signature Experience was also a driving force in the bank’s win for Outstanding Private Bank for Growth Strategy.

It was also recognized as the Best Private Bank for Credit, a testament to the strength of Wealth Loans—an exclusive credit facility offered to Private Wealth clients in partnership with BPI. This solution allows clients to unlock liquidity without disrupting their investment portfolios. In 2024, Wealth Loans posted a remarkable 94% growth in outstanding loans and a 222% increase in facilities extended, highlighting its effectiveness in providing clients with enhanced flexibility and financial control.

Moreover, the Relationship Manager of the Year (Private Bank) was awarded to Jamie Laraine Yutingco for her exceptional performance with BPI Private Wealth.  Yutingco has exemplified the value of cultivating meaningful, results-driven client relationships, achieving 207% of her annual target and delivering a 67% portfolio growth in 2024 alone.

“These recognitions are more than awards—they reflect the trust our clients place in us and affirm our commitment to providing exceptional private banking services,” said Maria Theresa Marcial, President and CEO of BPI Wealth. “We see wealth not just as a measure of financial success, but as a means to shape a life of purpose, impact, and legacy."

As the industry landscape and client demands evolve, BPI Private Wealth remains focused on innovating with intention—bringing together deep expertise, a strong fiduciary culture, and a tailored approach that empowers clients to live meaningfully, lead purposefully, and preserve their legacy for generations to come.