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May 27, 2024

BPI Private Wealth showcases commitment to nextgen & family offices with Euromoney Awards

Bank of the Philippine Islands’ wealth management unit bagged two prestigious awards at the Euromoney Private Banking Awards.

The recognition cements BPI’s commitment to fostering the next generation of investors and providing sophisticated solutions for family wealth management.

BPI Private Wealth was awarded “Philippines’ Best for NextGen” for its innovative Wealth Elite Academy. Launched in 2023, the exclusive internship program equips the children of BPI’s high-net-worth clients with the knowledge and skills necessary to manage their family’s financial legacy.

The Academy’s comprehensive curriculum covers areas like financial management, banking, trading, and investment strategies.

BPI also secured the title “Philippines’ Best for Family Office Services” for its pioneering BPI Wealth Multi-Family Office. This first-of-its-kind service in the Philippines offers clients a dedicated team of wealth planners with expertise in navigating complex family governance issues. The team assists clients with investment management, legal matters, estate planning, and business succession strategies, ensuring a smooth transition for future generations.

“The awards we have won this year highlight our key focus: family. Both initiatives were created with the purpose of helping our clients safeguard their legacy, ensuring their wealth is preserved and nurtured for future generations,” said Maria Theresa D. Marcial, president and CEO of BPI Wealth.

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