The Annual Report covers an in-depth and comprehensive report of the company's goals, key strategies, and core investment principles that drive our business direction every year as we continue to innovate and be dynamic in the way we do business.

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2024 Annual Report

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2023 Annual Report

English

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2022 Annual Report

English

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Related information

Awards

BPI Wealth is a multi-awarded fund house recognized by institutions locally and globally.

Customer Value

We believe that every investor deserves to be guided with well thought out investment advice.

Investment Philosophy

Driving every investment decision in our organization are three fundamental principles
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) 889-10000
    For inquiries and comments, please call our 24-hour BPI Contact Center.
  • email
    bpiwealth@bpi.com.ph
    For concerns about starting or management of your investments, please send us an email to this address.
 
Regulated by the Bangko Sentral ng Pilipinas, https://www.bsp.gov.ph, and Securities and Exchange Commission, https://www.sec.gov.ph.
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