Build, Protect, and Pass On Your Wealth

We provide you with a suite of personal management trust and investment products that will help you grow and transfer your assets to your loved ones. These products ensure your finances are professionally handled, making your trust fund in the Philippines secure, guided, and future-ready.

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    Personal Management Trust

    Ideal for individuals who would like to manage and grow a living trust in the Philippines for the benefit of their loved ones.

    A personal Management Trust Account holds and manages assets for the benefit of your designated beneficiaries with the help of the Trustee (a neutral third-party). You can set the specific terms and conditions under which your assets will be managed, held, and distributed.

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    Investment Management

    Ideal for individuals who would like to maximize the growth of their assets.

    An Investment Management Account is a tool for maximizing the returns of your personal trust fund in the Philippines, given your investment parameters and restrictions. Based on your preference, you can either choose the specific securities to invest in or let the experts from the bank make the investment decisions on your behalf.

    Learn more

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    Estate Planning Complementary Services

    Ideal for individuals who would like to supplement their plans for the transfer of their assets.

    We can provide you with services and product flexibility that will complement your estate planning objectives. This includes advisory services on orderly and cost-efficient transmission of financial assets to your heirs using trust account tools.

    See our Corporate Trust & Management Services

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