Ayala-led Bank of the Philippine Islands’ (BPI) wealth management arm, BPI Wealth, recently secured top accolades from the International Finance Awards, Digital CX Awards, and the CFA Society Philippines Best Managed Funds of the Year Awards.
BPI Wealth clinched the title of Best Asset Manager in the Philippinesfor the eighth consecutive yearat the prestigious International Finance Awards (IFA). In the past 12 years, IFA has been recognizing companies all over the globe for their contribution to groundbreaking initiatives that benefit and impact the global community. The award has been bestowed to BPI Wealth since 2017 for its outstanding performance and unwavering commitment to excellence and innovation in asset management.
In 2023, BPI Wealth reported a record-year with its AUM breaching the P1-trillion mark, a feat made possible by collective growth in four key client segments – Institutional, High Net Worth, Mass Affluent, and Retail.
“Winning the award for 8 consecutive years is a resounding validation of the dedication we’ve put into delivering top-notch results and value for our clients. This award serves as a reminder that we’re on the right track. It fuels us to keep pushing boundaries, continually innovate and raise the bar in wealth management,” shared Maria Theresa D. Marcial, President and CEO at BPI Wealth.
BPI Wealth also clinched two awards in The Digital Banker Digital CX Awards 2024. The firm was recognized as “Best Wealth Manager for Digital CX in the Philippines” and “Best Digital CX inAccount Opening and Customer Onboarding for Wealth Management.” These awards highlight BPI Wealth’s exceptional digital customer experience initiatives, which aim to streamline and enhance the wealth management process for clients through innovative digital solutions.
