- The Asset Triple A Digital Awards 2025
- Best Digital Wealth Management Experience
- The Asset Triple A Sustainable Investing Awards 2025
- Best Asset Management Company (Highly Commended)
- The Asian Investor Asset Management Awards 2025
- Best Institutional Strategy
- The Digital Banker Digital CX Awards 2025
- Best Wealth Manager for Digital CX (Philippines)
- Best Digital CX - Account Opening and Customer Onboarding
- Highly Acclaimed: Outstanding Innovation in Digital CX - Fixed Income
- CFA Society Philippines Best Managed Funds of the Year 2025
- Dollar Money Market Fund (FVPL) - BPI US Dollar Short Term Fund
- Peso Local Equity Thematic Fund - BPI Philippine Infrastructure Equity Index Fund
- Peso Medium Term Bond Funds (HTM) - ALFM Peso Bond Fund
- Dollar Global Equity Feeder Fund - BPI Invest European Equity Feeder Fund
- Dollar Global Equity Index Feeder Fund - BPI US Equity Index Feeder Fund
- Dollar Equity Fund - BPI Invest Global Equity Fund-of-Funds
- International Finance Awards 2025
- Best Asset Manager (Philippines)
- Alpha Southeast Asia Fund Management Awards 2025
- Best Overall Asset & Fund Manager (Philippines)
- Best Asset Manager - Equity, Fixed Income & Balanced Funds (Philippines)
- Best Absolute Return Strategy (Philippines)
- Best Fund Manager for Pension Mandates & PRS (Philippines)
- Euromoney Private Banking Awards 2025
- Philippines' Best for Family Office Services - Multi Family Office Solution under the BPI Private Wealth Signature Experience
BPI Wealth is a multi-awarded fund house recognized by institutions in the local and global investment management communities.
These awards were given after the commencement of standalone trust operations in 2017.
2025
2024
- Best Overall Asset & Fund Manager (8th win in 9years) – Alpha Southeast Asia’s Fund Management Awards 2024
- Best Asset Manager for Equity, Fixed Income, Index Equity, and Open Ended Funds – Alpha Southeast Asia Fund Management Awards 2024
- Best Fund with optimal Sharpe ratio – Alpha Southeast Asia Fund Management Awards 2024
- Best Managed Fund of the Year for Dollar Global Equity Feeder Fund category (BPI US Equity Index Feeder Fund) – CFA Society Philippines Best Managed Funds of the Year Awards
- Best Managed Fund of the Year for Dollar Equity Fund category (BPI Global Equity Fund-of-Funds) – CFA Society Philippines Best Managed Funds Awards
- Best Managed Fund of the Year for Peso Equity Fund category (BPI Philippine Infrastructure Equity Index Fund) – CFA Society Philippines Best Managed Funds of the Year Awards
- Asset Management Company of the Year – Highly Commended (Philippines) – The Asset Triple A Sustainable Investing Awards 2024 for Institutional Investor, ETF and Asset Servicing Providers
- Best Asset Manager – Philippines – International Finance Awards 2024
- International Finance Awards 2023 (8th consecutive year) – International Finance Awards 2024
- Best Wealth Manager for Digital CX in the Philippines – The Digital Banker – Digital CX Awards 2024
- Best Digital CX with Digital Account Opening and Customer Onboarding (Wealth Management) process – The Digital Banker – Digital CX Awards 2024
2023
- Best Overall Asset & Fund Manager (7th win in 8 years) – Alpha Southeast Asia’s Fund Management Awards 2023
- Best Asset Manager (Fixed Income Funds), Alpha Southeast Asia’s Fund Management Awards 2023
- Best Managed Fund of the Year for Peso Balanced Fund category (Odyssey Diversified Balanced Fund) – Chartered Financial Analyst Society of the Philippines
- Best Asset Manager – Philippines, International Finance Awards 2023
- Award of Merit - 9.9 BPI Investival – The 20th Quill Awards 2023
2022
- Best Managed Fund of the Year for Equity Dollar category (BPI Invest Global Equity Fund-of-Funds), Chartered Financial Analyst Society of the Philippines
- Best Asset Manager - Philippines, International Finance Awards 2022
- Best Overall Asset & Fund Manager (6th win in 7 years), Best Asset Manager (Money Market Funds), Best Asset Manager (Equity and Fixed Income Funds), Alpha Southeast Asia's Fund Management Awards 2022
2021
- Best Asset Manager - Philippines, International Finance Awards 2021
- Asset Management Company of the Year - Highly Commended (awarded in the 4th year), The Asset Triple A Sustainable Investing Awards 2021 for Institutional Investor, ETF and Asset Servicing Providers
- Best Overall Asset & Fund Manager, Best Asset Manager (Fixed Income Funds), Best Asset Manager (Equity Funds), Best Fund Manager for Pension Mandates & Private Retirement Schemes, Alpha Southeast Asia 12th Annual Fund Management Awards 2021
- Best Managed Fund of the Year for Equity Dollar category (BPI Invest Global Equity Fund-of-Funds), Best Managed Fund of the Year for Long-Term Dollar Bond category (Odyssey Philippine Dollar Bond Fund), Chartered Financial Analyst Society of the Philippines
Related Information
Customer Value
We believe that every investor deserves to be guided with well thought out investment advice.
Investment Philosophy
Our three fundamental principles are Long Term Focus, Value Orientation, and Risk Management.
Company Overview
BPI Wealth serves investors with innovative investment solutions
Contact Us
At BPI Wealth, we are committed to providing our customers with superior services. Your opinions or suggestions regarding our products and services will enable us to serve you better. To share your opinions or suggestions, you may contact us through the following channels:
Please contact us through:
-
Phone(+632) 889-10000This is our 24-hour hotline number.
-
Emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
| BPI is regulated by the Bangko Sentral ng Pilipinas