Redefining wealth management for the discerning few.
In a world where success opens doors to new possibilities, managing and growing wealth demands a level of sophistication that goes beyond the ordinary. Enter BPI Gold, the wealth management program of the Bank of the Philippine Islands (BPI), designed for individuals who have achieved success and now seek to elevate their financial journey.
Launched in September 2023, BPI Gold represents BPI’s most exclusive approach to wealth management. Crafted to address the unique needs of affluent and high-net-worth individuals, the program offers bespoke financial solutions and personalized advisory services. At its core is a commitment to helping clients manage, grow, and protect their wealth—while providing access to premium experiences that complement a lifestyle of success.
This dedication has not gone unnoticed. At the recent The Asian Banker Philippine Awards 2024, BPI, with its BPI Gold program, was honored as the Best Wealth Management Bank, a recognition that underscores its robust growth, strategic initiatives, and significant contribution to BPI Unibank’s revenues.
The Asian Banker, renowned for its independent and rigorous evaluation process, cited BPI Gold’s advanced customer relationship management tools and deep client engagement as key drivers behind its success. In 2023 alone, BPI Gold’s client base grew by 22% year-on-year, capturing 19% of the market share among SEC A clients in the Philippines.
Digital initiatives also served BPI’s affluent and high-net-worth customers well. “These enhanced digital tools—coupled with best-in-class wealth advisory services—position the bank as a leader in the Philippine wealth management market,” The Asian Banker stated.
Receiving this accolade further cements BPI Gold’s leadership in the wealth management space. But for its clients, the true value lies beyond recognition—it is in the peace of mind that comes with knowing their wealth is stewarded with purpose, strategy, and sophistication.
A Bespoke Wealth Experience
At the heart of BPI Gold is a team of seasoned Relationship Managers, each supported by a network of experts in insurance, loans, and investments. These teams work hand in hand to craft tailored strategies that align with each client’s personal goals and lifestyle aspirations. Whether expanding an investment portfolio or securing a legacy for future generations, BPI Gold provides clients with the tools and expertise to stay ahead.
Through BPI Wealth, clients also enjoy seamless access to local and global investment opportunities. Cutting-edge digital platforms—like the BPI app and the newly launched BPI Trade stock trading app—allow clients to manage their wealth conveniently and securely from anywhere in the world.
Moreover, BPI Gold offers exclusive privileges designed to elevate the banking experience. Clients receive priority handling at BPI branches, access to a dedicated phone banking line, preferential loan and forex rates, complimentary InstaPay and PESONet transfers, discounted fees, and invitations to curated events that enrich both their financial and personal lives.
Curated Experiences, Crafted for the Cultured Elite
Beyond financial management, BPI Gold provides access to extraordinary experiences that reflect its clients’ refined tastes and interests.
In collaboration with Ayala Land, BPI Gold hosted Distinct Living Unveiled: Where Prestige Meets Possibilities—an exclusive event featuring industry luminaries such as Rex Mendoza, CEO of Rampver Financials, and Ida Atayde, Head of Ayala Land Corporate Sales. Clients explored timely opportunities in real estate, including BPI’s latest Home Express Loan, which offers innovative financing options by allowing savings accounts to serve as collateral.
Partnering with BlackRock, BPI Gold also offered clients an exclusive seat at Beyond the Hype: Navigating the Impact of AI in Shaping Financial Markets, an insightful event that provided an in-depth discussion on how artificial intelligence is transforming global markets. This enables clients to make informed decisions as they navigate the evolving investment landscape.
Celebrating art, culture, and design, BPI Gold has also hosted a private viewing of Zóbel: The Future of the Past at the Ayala Museum, offering guests an intimate experience with the works of Fernando Zóbel from esteemed private collections worldwide. Meanwhile, in collaboration with Danish design brand Vipp, BPI Gold treated guests to Hapunan Sa Toyo—an exclusive eight-course dining experience at Toyo Eatery, paired with masterfully crafted cocktails and the finest in Scandinavian design.
These invitation-only events are not just gatherings; they are opportunities for BPI Gold clients to expand their horizons, whether through financial mastery or cultural enrichment.
Setting the Standard in Philippine Wealth Management
The recognition bestowed upon BPI at The Asian Banker Philippine Awards reflects a thoughtful approach to wealth management—one that blends innovation with a deep understanding of clients’ evolving needs. Selected through an independent and rigorous evaluation process, the honor highlights the program’s ability to offer discerning clients strategies that are both purposeful and enduring.
As one of the most respected benchmarks in the financial services industry, The Asian Banker Awards celebrate institutions that set new standards of excellence. This distinction affirms BPI’s impactful role in helping clients, through the BPI Gold program, preserve and grow their wealth, with a focus on insight, integrity, and long-term value.
For those who demand more from their wealth management experience, BPI Gold is a trusted partner—delivering personalized strategies, premium experiences, and a legacy of financial excellence.
To learn more about BPI Gold’s wealth management benefits, head to https://www.bpi.com.ph/wealth/preferred/gold.
Photos courtesy of BPI.
