BPI Private Wealth redefines a signature life

Manila, Philippines - Against the backdrop of a growing demand for tailored financial solutions and services catered to high-net-worth individuals (HNWIs) and ultra-high net worth individuals (UHNWIs) in the Philippines, Ayala-led Bank of the Philippine Islands (BPI) is making giant strides with the BPI Private Wealth Signature Experience.

According to global data and intelligence platform Statista, the Philippines has emerged as a hub for the ultra-rich seeking robust wealth management solutions with the population of UHNWIs estimated to increase from 313 individuals in 2021 to 441 by 2026, and HNWIs projected to escalate from 18,000 in 2021 to 32,000  by2026. Positioned at the forefront of this evolving landscape, BPI is reshaping wealth management in the Philippines with its innovative spectrum of new services and solutions dubbed as the BPI Private Wealth Signature Experience.

Guided by its brand promise to enable clients to live a signature life, this comprehensive suite encompasses exclusive banking solutions, first-in-market investment products, bespoke wealth planning services, and curated lifestyle privileges, all anchored on four fundamental pillars: banking, investing, planning, and living. Situated within BPI’s ecosystem of seasoned relationship managers and investment professionals, BPI Private Wealth is committed to delivering pioneering solutions tailored to the unique needs of its Private Wealth clients.

Seamless Banking Experience 

At the core of BPI Private Wealth lies an unwavering commitment to unparalleled banking excellence. Clients benefit from a comprehensive suite of banking solutions meticulously aligned with their individual financial aspirations. In 2023, BPI Private Wealth introduced Wealth Loans, a pioneering initiative in the Philippines, offering clients exclusive and instant access to liquidity without compromising their long-term investment strategies. Wealth Loans empower clients to seize new opportunities, weather unforeseen circumstances, or diversify their portfolios without the need to liquidate assets.

With a dedicated relationship manager assigned to each client, personalized attention and seamless execution of banking needs are guaranteed, ensuring utmost convenience and peace of mind. 

Investing Beyond Borders 

BPI Private Wealth empowers clients with access to a world-class team of investment experts, offering insights and strategies to maximize returns while mitigating risks. Exclusive reports, accessible through quarterly publications like Wealth Insights, further aid clients in navigating the complexities of financial markets.

Additionally, the introduction of Discretionary Model Portfolios enables clients to tailor investments based on specific objectives, such as capital growth, income generation, and wealth preservation.

“Our clients can leverage on our investment expertise and resources, including access to onshore and offshore solutions, to maximize their returns and enjoy the convenience of investing through our Discretionary Model Portfolios. We manage their portfolio while they set the rules, freeing up their precious time so that they can spend it on what matters more to them like pursuing their passions,” shared Maria Theresa D. Marcial, President and CEO of BPI Wealth. 

Planning A Legacy That Goes Beyond 

In 2023, BPI Wealth unveiled its groundbreaking Multi-Family Office solution, a cornerstone of the BPI Private Wealth Signature Experience. This innovative offering grants clients access to a team of expert wealth planners proficient in navigating various aspects of family governance, including investment management, legal advisory, and comprehensive planning. With a 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.

BPI Private Wealth also launched the inaugural Wealth Elite Academy, a comprehensive internship program exclusively offered to NextGen Private Wealth clients. The Next Gen Wealth Elite Academy was created with a vision to provide an unparalleled learning experience for the next generation of business leaders to prepare and enable 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. The curriculum was carefully crafted to cover a wide spectrum of subjects including financial management, banking, trading, investing, and bank operations, among others. Participants were also treated to exclusive guided tours at the Ayala Museum and select BPI branches.

These pioneering solutions were recently lauded by Euromoney Private Banking Awards, the preeminent annual awards program of the worldwide private banking and wealth management industry. 

Elevating Lifestyle Solutions

Beyond traditional wealth management services, BPI Private Wealth curates bespoke lifestyle solutions tailored to the preferences and discerning tastes of its esteemed clientele. From exclusive events to privileged access to luxury brands and cultural institutions, BPI Private Wealth enriches clients' lives in extraordinary ways. The launch of an exclusive hotline and concierge services further enhances the client experience, offering assistance with securing tickets, booking flights, and accessing exclusive perks.

BPI Private Wealth also launched the BPI Private Wealth Signature Yacht Race Series, featuring four major yacht races happening across the country in key sailing destinations such as Corregidor, Busuanga, Boracay and Subic. This multi-event regatta is a first of its kind in the Philippines. It aims to help grow the sailing community, promote the Philippines as one of the finest sailing destinations in the world, and to support marine conservation.

“What we have accomplished in the last year is a rebirth that embraces change while preserving the essence of who we are. We built on the strengths of BPI, on what we did best, and what we can do to make it better. The BPI Private Wealth Signature Experience is the embodiment of our promise to enable our clients to live a signature life. With BPI as their partner, we enable them to live meaningful lives and to preserve their legacies. It’s a culmination of years of understanding what our clients need and how we can serve them better,” noted Marcial.

BPI Private Wealth sets the standard for elevating the wealth management experience in the Philippines and beyond. Committed to empowering clients to unlock their full potential, BPI Private Wealth ensures that every client can leave a meaningful mark and live a signature life.