Wealth Management
Personalized investment portfolios, expert advice, estate planning and more!
The Privilege and Distinction You Deserve
As an esteemed customer of the bank, we offer an array of solutions fit to your expanding needs:
Team of Experienced Wealth Advisors
Comprehensive Financial Planning
Portfolio Management
Global Investment Solutions
Protection and Estate Planning
Financial Success with
Customized Portfolios
Your interest is our interest. Your priorities and goals are the center of our personalized portfolio solutions and investment strategies.
Strength in balance. The financial universe is complex and dynamic. We ensure your portfolio has the right balance of opportunity and risk founded on research, market insight and sound investing principles.
Commitment. We keep a close eye on your portfolio and regularly review its relevance to your objectives.
A Partnership Built on Trust
Experienced. Comprehensive. Professional.
Our Wealth Managers are committed to your financial success as we guide you in the different stages of your life. Dedicated to continuous training and certifications, we ensure you receive only the highest quality of investment advice.
Chartered Wealth Managers (CWM*)
SBC Academy Investments Certified
Certified SEC Fixed Income Market Salesmen
BAP Treasury Certified on Foreign Exchange
Strategic Alliance
Our partnership with the global banking giant, MUFG, allows us to be the only independent Philippine bank to operate and be backed by the expertise and experience of its affiliates–making us the only local bank with global capabilities. With this alliance, the Bank can effectively and seamlessly deliver its service-oriented BetterBanking brand in partnership with its global affiliates.
Access to More Funds
Maximize your wealth creation by investing in foreign currency based securities. With our partnership, gain easier access to Securities managed by MUFG affiliates such as Morgan Stanley.
Global Recognition
You inspire us to be consistently better. Thanks to you we have been recognized by some of the best award-giving bodies and have been named one of the top banks in the country.
You truly are our client-partners in success.
- The Banker Awards 2015 Bank of the Year Philippines
- Euro Money 2016 Best Bank in the Philippines
- The Asian Banker Best Improved Retail Bank in Asia Pacific
- Central Asia Africa and the Gulf Region
- Alpha Southeast Asia Most Improved Investor Relations
- Asian Excellence Award 2016 Best Investor Relations Company
- Moody’s Baa2 (long term) P-2 (short term)