BPI Wealth nears ₱3-trillion AUM target, passes halfway mark
BPI Wealth, the asset and wealth management arm of the Bank of the Philippine Islands (BPI), has passed the halfway mark to reach its ₱3 trillion asset under management (AUM) target by 2026.
BPI Wealth leaders at the launch of Wealth Wellness Month 2025: Perlu Mapanao, Head of Wealth Lending and Segment Strategy for BPI Private Wealth; Irene Ang, Head of Personal Wealth; Maria Theresa Marcial, President & CEO of BPI Wealth; Luis Antonio Zialcita, Chief Investment Officer of BPI Wealth; and Yvette De Peralta, Head of Institutional Business.
In an interview during the launch of the bank’s Wealth Wellness Month, BPI Wealth President and CEO Maria Theresa Marcial said, “We ended the second quarter (2025) with ₱1.63 trillion in AUM.”
“That’s just for BPI Wealth... But if we look at the total asset and wealth management business of the whole BPI group, I think that’s ₱1.9 trillion,” She added.
Aside from BPI Wealth, the whole asset and wealth management segment of BPI includes other legal entities with asset management in Hong Kong and Singapore, as well as private banking clients whose assets are maintained with the bank.
“We’re in the middle of reviewing our strategy and targets for 2030 because we’re about to approach 2026, which is the end of the original five-year plan for BPI,” Marcial said, noting that this will include financial goals and targets for the wealth business.
To expand AUM, BPI Wealth continues to try to capture a bigger share of the market, and it currently holds around a 20 percent to 21 percent share.
“We just continue to add each year, gain more market share. Also, the market is growing so all the other players will also continue to grow,” she explained.
Among BPI Wealth’s initiatives to grow its AUM and market share is reaching out to more high-net-worth Filipinos through its flagship program called the Wealth Wellness Month.
The program aims to raise awareness and guide Filipinos through every stage of their financial journey. This year, it evolves under the theme ‘Own Your Future,’ a call to action for every Filipino to secure their tomorrow.
“Financial wellness should not be a privilege reserved for a few—it must be accessible, practical, and transformative for all. We want to remind Filipinos that they have the power to take charge of their finances through informed, consistent, and confident decisions,” said Marcial.
The program will be anchored on four key events, each designed to influence a distinct audience segment to take charge of their financial journey: graduating students, young professionals, entrepreneurs, and corporations.
By tailoring the conversation to the unique needs of these groups, Wealth Wellness Month creates a holistic platform where every Filipino can see themselves reflected in the call to own their futures.
“With Wealth Wellness Month 2025, we are elevating the call: Own Your Future. It’s about equipping Filipinos with the clarity and confidence and clarity to do more with their wealth, their lives, and the legacy they want to leave behind,” Marcial said.