BPI Wealth is steered by some of the most proficient investment professionals in the industry. Backed by an average of 20 years of combined investment and banking experience and set apart by their brand of business acumen, these executives guide the entire team in delivering the widest array of investment solutions to help clients attain their financial goals.

Maria Theresa D. Marcial

President and CEO

Smith L. Chua

Chief Investment Officer

Yvette Mari V. De Peralta

Head of Institutional Business

Gladys L. Buenaventura

Head of Private Wealth Advisory and Investment Solutions

Luis Antonio P. Zialcita

Head of Fixed Income Markets

Jose Erwin B. Balita

Head of Equity Markets

Roberto Martin S. Enrile

Head of BPI Private Wealth Relationship Management

Irene L. Ang

Head of Retail Wealth

Maria Paz A. Garcia

Head of Legal Services and Wealth Planning

Christmas G. Sevilla

Head of Business Services and Operations
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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.