Best Wealth Management Bank in the Philippines – BDO Unibank
The winning bank established an investment relationship unit, which focused on the mass affluent segment to provide a single point of contact for investment requirements, portfolio advisory, access to a wide range of securities, and consolidated reporting. The bank uses a segmented approach that enabled it to craft bespoke investment and wealth management services across the client spectrum. The bank continued to lead the industry in AUM, with more than 38% market share.
For harnessing its ability to convert strong relationship management capabilities that led to a robust increase in AUM, the Best Wealth Management Bank in the Philippines is BDO Unibank.
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