Elevating Wealth Management for the Sophisticated Clientele

A recognition for BPI Gold as the Best Wealth Management Bank at the Asian Banker Philippine Awards 2024​ 

In today's world, where achievement opens up new horizons, the art of managing and expanding wealth requires a sophisticated approach that surpasses the ordinary. Introducing BPI Gold, the premier wealth management program offered by the Bank of the Philippine Islands (BPI), tailored for individuals who have reached significant success and are now looking to enhance their financial journey.

Introduced in September 2023, BPI Gold epitomizes BPI’s most refined wealth management strategy. It is specifically designed to cater to the distinct needs of affluent and high-net-worth clients, providing customized financial solutions and personalized advisory services. The program is dedicated to assisting clients in managing, growing, and safeguarding their wealth while offering access to exclusive premium experiences that align with their successful lifestyles.

This commitment has been recognized at the prestigious Asian Banker Philippine Awards 2024, where BPI, through its BPI Gold program, was awarded the title of Best Wealth Management Bank. This accolade highlights the program's significant growth, strategic initiatives, and substantial contributions to BPI Unibank’s financial performance.

Bank of the Philippine Islands with its BPI Gold program was hailed as the Best Wealth Management Bank in the country at The Asian Banker Philippine Awards 2024. Receiving the award were: Ginbee Go, Head of Consumer Banking (3rd from left); Dennis Fronda, Head of Branch Stores Channel (2nd from left); Geraldine Alcuaz, Head of Consumer Segment Marketing (4th from left); Agnes Padilla, Head of Affluent Segment (3rd from right); and Irene Ang, Head of Personal Wealth (2nd from right). With them are Urs Bolt, The Asian Banker Chairman, (1st from left) and Christian Kapfer, The Asian Banker Insights Managing Director (1st from right)

In 2023, BPI Gold experienced a 22% growth in its client base, securing an impressive 19% market share among SEC A clients in the Philippines. The Asian Banker, recognized for its rigorous and unbiased evaluation process, highlighted BPI Gold’s sophisticated customer relationship management tools and robust client engagement as crucial elements contributing to its success.

BPI's advancements in digital technology have significantly advantaged its affluent clients. “These enhanced digital tools—coupled with best-in-class wealth advisory services—position the bank as a leader in the Philippine wealth management market,” remarked The Asian Banker.

This acknowledgment reinforces BPI Gold's prominence in the wealth management field. Nonetheless, for its clients, the real worth transcends awards—it's found in the assurance that their assets are managed with intention, strategic planning, and professional expertise.

A Tailored Wealth Experience

BPI Gold places a strong emphasis on personalized service, featuring a team of experienced Relationship Managers backed by specialists in insurance, loans, and investments. These professionals collaborate to develop customized strategies that cater to the unique goals and lifestyle aspirations of each client. Whether the aim is to enhance an investment portfolio or to establish a lasting legacy, BPI Gold equips clients with the necessary tools and knowledge to maintain a competitive edge.

With BPI Wealth, clients gain effortless access to both domestic and international investment opportunities. Innovative digital platforms, including the BPI app and the newly introduced BPI Trade stock trading app, empower clients to manage their wealth with ease and security from any location worldwide.

In addition, BPI Gold provides exclusive benefits that enhance the banking experience. Clients enjoy priority service at BPI branches, a dedicated phone banking line, favorable loan and foreign exchange rates, free InstaPay and PESONet transfers, reduced fees, and invitations to specially curated events that enrich their financial and personal lives.

Curated Experiences Designed for the Sophisticated Elite

Beyond just handling finances, BPI Gold offers unique experiences that cater to its clients' sophisticated preferences and interests.

In partnership with Ayala Land, BPI Gold organized Distinct Living Unveiled: Where Prestige Meets Possibilities.” This exclusive event featured notable figures like Rex Mendoza, CEO of Rampver Financials, and Ida Atayde, Head of Ayala Land Corporate Sales. Attendees had the chance to explore current opportunities in real estate, including BPI's innovative Home Express Loan, which allows clients to use their savings accounts as collateral.

Collaborating with BlackRock, BPI Gold provided clients with an exclusive opportunity to attend "Beyond the Hype: Navigating the Impact of AI in Shaping Financial Markets.” This event offered a deep dive into the role of artificial intelligence in transforming global markets, equipping clients with the knowledge to make strategic investment decisions.

Embracing art, culture, and design, BPI Gold also hosted a private viewing of "Zóbel: The Future of the Past" at the Ayala Museum. This event gave guests an intimate look at Fernando Zóbel's works from renowned private collections around the world. Additionally, in collaboration with Danish design brand Vipp, BPI Gold invited guests to “Hapunan Sa Toyo”—an exclusive eight-course dining experience at Toyo Eatery, featuring expertly crafted cocktails and the best of Scandinavian design.

These exclusive events offer BPI Gold clients more than just a chance to gather; they provide opportunities to broaden their perspectives, be it through enhancing financial expertise or experiencing cultural growth.

Leading the Way in Wealth Management in the Philippines

BPI's recent accolade at The Asian Banker Philippine Awards showcases its strategic approach to wealth management, which combines cutting-edge innovation with a keen awareness of clients' changing needs. This recognition, achieved through a thorough and independent evaluation, underscores the program’s capacity to provide sophisticated clients with meaningful and sustainable strategies.

As a prestigious benchmark in the financial services sector, The Asian Banker Awards honor institutions that redefine excellence. This award confirms BPI’s significant contribution in assisting clients through the BPI Gold program to safeguard and enhance their wealth, emphasizing insight, integrity, and long-term value.

For those seeking an elevated wealth management experience, BPI Gold stands as a reliable ally, offering tailored strategies, exceptional experiences, and a tradition of financial excellence.

Start a BPI Gold relationship today and enjoy the exclusive experiences that await you. Sign up here. . 

As seen in the Lifestyle Asia article "Setting The Standard: BPI Gold Honored At The Asian Banker Philippine Awards 2024"

Access to this unique event is one of the many benefits of BPI Gold. With personalized guidance and support, BPI Gold provides access to a diverse array of global investment opportunities, allowing clients to expand their portfolios and take advantage of international market trends. Furthermore, members receive priority access to cutting-edge research and valuable investment insights.

BPI Wealth, on the other hand, empowers clients with top-tier financial advisory services and funds for more informed investment decisions. While the world rapidly progresses with emerging technologies, it is vital to rely on experts who understand their true value.

"This is why we continue to collaborate with BlackRock, so our clients are given easy and early access to the tools and insights needed to achieve their financial aspirations in a rapidly developing market," shared Irene Ang, Head of Personal Wealth at BPI Wealth. "With BlackRock's expertise in innovative strategies, we enhance our ability to offer diversified, high-performing portfolios.”

BPI’s digitalization embraces the power of technology such as AI in enhancing the customer experience, improving productivity, and delivering operational and cost efficiencies. Those involved in AI-development and research have said this, “It is not AI that will replace humans.  Rather, it is humans that use AI who will replace humans,” concluded Ma. Cristina Go, Head of Consumer Banking at BPI.

BPI Gold is dedicated to offering clients more engaging and enriching experiences. Clients are encouraged to stay tuned for a variety of upcoming events, including market outlook and lifestyle gatherings, where they can come together to learn, grow, and build meaningful connections.