Investment Management Account

Enjoy a flexible fund management arrangement that allows you to diversify your portfolio through a wide range of financial instruments of various asset types.

Connect with industry professionals, research analysts, and a dedicated Account Officer

Have a personalized investment strategy and meet your investment needs.

Access various investment model portfolios and get updates

Base your portfolio on your risk profile and know the movements of your investments.

Personal Management Trust

Set aside a portion of your assets to be managed by BPI Wealth as Trustee, for your own and/or your designated beneficiaries' benefit.

Design your trust according to your investment and other needs

Preserve your assets or plan for the future needs of your chosen beneficiaries.

Benefit from a professionally managed trust fund

Maximize your growth potential and have an Account Officer to attend to your trust requirements.

Talk to an account officer

Get a personalized investment solution or know about it.

BPI Online Reports

Access your Segregated Portfolio Statements. View using Internet Explorer or Mozilla Firefox.



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.

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