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.
Dedicated to continuous training and certifications, our Wealth Managers are here to 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 2018 – Bank of the Year Philippines
- Global Finance 25th Annual Best Bank Awards 2018 – Best Bank in the Philippines for 2018
- The Asian Banker – Best Retail Bank in the Philippines 2018
- Asian Excellence Awards – Best Investor Relations Company 2018
- Alpha Southeast Asia – Best Retail Bank in the Philippines 2018
- The Asset Asian Local Currency and G3 Bond Awards – Top Investment House 2018
- Moody’s Baa2 (long term) P-2 (short term)