BPI Asset Management and Trust Corporation
Overview
BPI Asset Management and Trust Corporation, now known as BPI Wealth, is a prominent investment management firm in the Philippines, offering a comprehensive suite of financial services to both individual and institutional clients. As a wholly-owned subsidiary of the Bank of the Philippine Islands (BPI), BPI Wealth leverages the bank's extensive resources and expertise to provide innovative investment solutions. The firm operates as a stand-alone trust corporation, authorized by the Bangko Sentral ng Pilipinas to engage in trust and other fiduciary services. The company's investment strategy is characterized by a multi-strategy orientation, aiming to deliver superior risk-adjusted returns over clients' well-defined investment horizons. BPI Wealth employs a sophisticated technology infrastructure for advanced portfolio management, risk management, and investment accounting systems. The firm offers a diverse range of investment products, including unit investment trust funds (UITFs), catering to various asset classes such as fixed income, equity, real estate, commodities, private equity, infrastructure, hedge funds, and venture capital. BPI Wealth has a strong track record of consistent superior risk-adjusted returns, reflecting its commitment to client satisfaction and trust. The firm has been recognized by numerous prestigious institutions in the local and global investment management communities. Its success is evident in the continued trust clients place in its investment solutions, enabling them to achieve their financial goals and aspirations.
Investment Focus
- Investment horizon: 5 years or more
- Accredited investor status required
- Compliance with BPI Wealth's investment policies and guidelines
- Acceptance of BPI Wealth's terms and conditions
Portfolio Companies
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Unlock full contacts →Frequently asked questions about BPI Asset Management and Trust Corporation
What sectors does BPI Asset Management and Trust Corporation invest in?
BPI Asset Management and Trust Corporation invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in National Capital Region, Philippines. BPI Asset Management and Trust Corporation is listed as a institutional investor in the ConnectSafely investor database.
What stage does BPI Asset Management and Trust Corporation invest at?
BPI Asset Management and Trust Corporation backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does BPI Asset Management and Trust Corporation invest in?
BPI Asset Management and Trust Corporation invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
What companies has BPI Asset Management and Trust Corporation invested in?
BPI Asset Management and Trust Corporation's portfolio includes Ayala Land, SM Investments Corporation, SM Prime Holdings, SM Development Corporation, Aboitiz Power Corporation, Union Bank of the Philippines, Globe Telecom and Metro Pacific Investments Corporation.
Last updated · Source: ConnectSafely investor database
