BPI Private Wealth Named Philippines’ Best Private Bank

BPI Private Wealth was honored as the Best Private Bank in the Philippines at the prestigious Global Private Banking Innovation Awards 2024 in a ceremony held at the Corinthia London, UK last June 5, 2024.

This recognition highlights BPI Private Wealth’s exceptional service, deep understanding of the local and global markets, and its strategic approach to wealth management with the BPI Private Wealth Signature Experience, a standard of service excellence offering tailored solutions and exclusive elevated experiences for its clients. Anchored on four pillars – banking, investing, planning, and living, this innovative approach reflects BPI Private Wealth’s commitment to go above and beyond for its clients, setting them apart in the competitive landscape of private banking in the Philippines.

Philippines’ Best for NextGen

Aside from bagging the major country award, BPI Private Wealth’s NextGen Wealth Elite Academy, a comprehensive and immersive internship program, was also recognized as the Philippines’ Best Offering for NextGen. This program was established in 2023 and exclusively offered to NextGen Private Wealth clients.

The Next Gen Wealth Elite Academy’s vision is to provide an unparalleled learning experience for the next generation of business leaders to prepare them to take over their family’s financial legacy. Throughout the program, participants were immersed in an enriching and dynamic environment, fostering their growth, leadership skills, and financial acumen. Taught by professionals within the BPI Group, the curriculum was carefully crafted to cover a wide spectrum of topics including basic financial management, banking, investment markets, portfolio management, and transitioning wealth to the next generation.

Meanwhile, the BPI Wealth Multi-Family Office also received a Highly Acclaimed citation for its innovative approach to wealth management and comprehensive planning. A first-of-its-kind multi- family office solution in the Philippines, the BPI Wealth Multi-Family Office is a core offering under the planning pillar of the BPI Private Wealth Signature Experience.

Since its launch in 2023, this flagship service has attracted over 70 families generating additional private wealth assets under management. This solution was crafted to address the multifaceted needs of high-net-worth families, including investment management, estate planning, philanthropy, and governance. This accolade acknowledges the bank’s ability to deliver bespoke services that preserve and enhance family wealth, while also fostering family unity and legacy. With focus on trust, transparency, and personalized solutions, the Multi-Family Office team helps clients address their estate planning, business succession, legal, and property management needs.

“We are deeply honored to receive these prestigious awards. They reflect our team’s dedication, expertise, and commitment to providing exceptional service. We will continue to innovate and enhance our offerings to address the dynamic needs of our clients”, noted Maria Theresa Marcial, President and CEO of BPI Wealth.