Personalized investment portfolios, expert advice, estate planning and more!
As an esteemed customer of the bank, we offer an array of solutions fit to your expanding needs:
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.
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.
Our partnership with the global banking giant, Bank of Tokyo-Mitsubishi UFJ, Ltd. (BTMU-MUFG), allows us to be the only independent Philippine bank to operate and be backed by the expertise and experience of its MUFG 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.
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.
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.