BPI Asset Management | Personal Wealth Management
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Personal Wealth
Management
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| Let our expertise translate to a
satisfying and lasting investment experience for private
individuals like you. If you have neither the time nor resources
to manage your personal funds, BPI Asset Management, as your
trusted financial advisor, will help you define your long-term
financial goals, evaluate your risk profile, and customize your
portfolio to ensure that you will achieve your own personal
investment objective. |
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| Manage, grow and preserve your
wealth through: |
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personal fund management account |
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Long-term Living Trust (LLT), a tax-exempt living
trust account pursuant to the Comprehensive Tax Reform Program (CTRP) provision per
RA No. 8424 (Tax Reform Act of 1997) and BSP Circular dated January 3, 2000 on long term investments. |
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| Our highly-personalized wealth
management services will gain you a long-term perspective of
your growing fortune. |
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| Interested to avail of our Personal
Wealth Management products? To receive a call from one of our
trust marketing officers, click this
APPOINTMENT FORM. |
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| Note: |
All funds managed by BPI Asset Management are
Trust and/or Investment Management Funds which DO NOT carry any
guarantee of income or principal, and are not covered by the
Philippine Deposit Insurance Corporation (PDIC). Past
performance is likewise not a guarantee of future results. |
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