About us
BPI Wealth traces its history in the trust business to the early 1960s, operating as a department of the Bank of the Philippine Islands (BPI).
In 2017, BPI Wealth became the first trust entity to be spun-off from its parent bank, establishing itself as a stand-alone trust corporation with its own capital and a reinforced independent trust management structure.
Amidst these changes, BPI Wealth remains a wholly-owned subsidiary of BPI, continuing to leverage on the expertise of the first bank in Southeast Asia. BPI Wealth is under the supervision of the Bangko Sentral ng Pilipinas and is authorized to engage in trust and other fiduciary services.
We have one of the largest teams of experienced investment professionals exercising a strict multi-strategy orientation to deliver above par risk-adjusted returns over the client's well defined investment horizon. We employ an established technology infrastructure for advanced portfolio management, risk management, investment accounting, as well as investment planning and funds distribution.
We are a multi-awarded fund house recognized by numerous prestigious institutions in the local and global investment management communities.
Our success is reflected more in our clients' satisfaction with investment solutions we provide and the continued trust they give us through the years.
Investment Philosophy
At the heart of every investment decision in our organization are three fundamental principles anchored in our commitment to deliver excellent products and services to our clients. We draw our strength from our ethos, and these principles form the core of our investment philosophy.
Long-Term Focus. We believe that superior and consistent returns can only be achieved by recognizing long-term trends in financial markets and understanding the structural shifts that affect these trends. This focus requires a profound understanding of the interplay between macroeconomic factors, both global and domestic, and among different asset classes. Our investment approach relies heavily on quality research and information, and the deep experience of our investment professionals who make investment decisions that best reflect our market views.
Value Orientation. Our choice of investments is backed by a thoughtful and thorough selection process that focuses on the intrinsic value and growth potential of each investment.
Risk Management. Recognizing that risk inherently drives returns, we limit downside risks through proper analysis, monitoring, and portfolio diversification. We also acknowledge that our fiduciary responsibility to our clients entails providing investment solutions that match their respective risk profiles, expressed in terms of their willingness and ability to take risks.
Customer Value
We believe that every investor is unique, and there is no one-size-fits-all approach when it comes to investing. This is why we put a premium in offering a personalized approach to investments that allows our individual clients to acquire wealth and grow them through solutions tailored to their unique investment requirements. Wherever they are in their journey as an investor, our promise is that we will be there.
We offer the most diversified investment fund portfolio in the industry, covering various asset classes, regions, sectors, and structures. Our coverage speaks much about the creative value of our products and how these address varying investment needs. This product range allows our clients to easily maneuver their portfolios to suit specific requirements or as a response to changing market conditions. BPI Wealth has built a strong reputation for innovation, allowing its institutional and individual clients to enjoy the widest selection of investment and trust products and services in the industry today.
Related Information
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:
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Phone(+632) 889-10000For inquiries and comments, please call our 24-hour BPI Contact Center.
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emailbpiwealth@bpi.com.phFor concerns about starting or management of your investments, please send us an email to this address.
