Personal Trust and Investment

Management Services

We provide you with a suite of personal trust and investment products that will help you manage, protect and plan your investments. These products are designed to allow you or your beneficiaries to reap the benefits of these smart investment decisions.

  • Personal Trust Account

    Ideal for individuals who would like to entrust the management, protection and growth of funds which are intended for the benefit of specified beneficiaries such as the spouse, children, parents or other third parties designated for specific purposes such as providing for their education, health care, financial support and other objectives.

  • Portfolio Management

    Suitable for individuals who would like to maximize returns on investments given prescribed investment parameters. Clients can opt for a purely fixed income portfolio or a mixed portfolio consisting of fixed income securities and equities, depending on his objectives, risk preference and investment time frame.

  • Estate Planning

    Beneficial to individuals who would like to facilitate the systematic arrangement and eventual transfer of wealth or assets in accordance with his intentions. RCBC can provide advice and assist in this exercise which involves accumulating wealth, conserving and growing the family fortune and preparing for the orderly and cost-efficient distribution of assets to the intended beneficiaries. Having a well-planned estate gives one greater peace of mind and better flexibility to achieve lifetime goals.


Investments in trust and other fiduciary products or services made through RCBC - Trust and Investments Group (RCBC-TIG) are not deposits and are not guaranteed, issued or insured by RCBC or its affiliates or subsidiaries. These investments are not insured by the Philippine Deposit Insurance Corporation (PDIC). Due to the nature of the investments, yields cannot be guaranteed. Historical performance, when presented, is purely for reference purposes and is not a guarantee of future results. Any income or loss is for the account of the trustor/investor. The Trustee is not and shall not be liable for any losses of the investment, except those resulting from willful default, bad faith or gross negligence.

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RCBC Trust is regulated by the Bangko Sentral ng Pilipinas. For inquiries and more details, please call Trust and Investment Group - Marketing Division at (632) 894-90949, (632) 894-9870, (632) 894-9006 or (632) 878-3315 to 16 or visit any RCBC branch.

Rizal Unit Investment Trust Funds
As of Thu, January 23, 2020
Rizal Peso Money Market Fund 1.599527
RCBC Peso Short Term Fund 1.548200
Rizal Peso Cash Management Fund 1.124096
Rizal Peso Bond Fund 1.995367
Rizal Balanced Fund 2.061539
Rizal Equity Fund 3.756754
RCBC R25 Blue-Chip Equity Fund 0.934603
RCBC R25 Dividend Equity Fund 0.922115
Rizal Dollar Money Market Fund 1.406112
Rizal Dollar Bond Fund 1.762584