Maria Theresa Marcial, President and CEO of BPI Wealth
Building on the success of initiatives like the 9.9 BPI Investment Day and the 8.8 BPI Investival, BPI Wealth—the wealth management arm of the Bank of the Philippine Islands (BPI)—has launched BPI Wealth Wellness Month, a transformative initiative aimed at enhancing investment awareness and empowering Filipinos at every stage of their financial journey.
“October is recognized as National Financial Planning Month in the United States, making it an ideal time for the Philippines to embrace a similar focus on financial literacy,” said Maria Theresa Marcial, President and CEO of BPI Wealth. “With the BPI Wealth Wellness Month, we seek to address this critical need by providing essential resources and targeted programs that encourages Filipinos reassess their situations and take decisive actions as the holiday season and the new year approach.”
Throughout the month, a series of curated programs will equip individuals with the essential tools and resources to take charge of their financial futures. Under the theme L.I.F.E.: Leading Initiatives for the Financial Empowerment of Filipinos, these four programs cater to the distinct needs of diverse customer segments, offering targeted insights and strategies to support clients—from building their wealth to safeguarding their legacies—while reinforcing BPI Wealth’s commitment to advancing financial education and inclusion across the Philippines.
BPI Wealth gives a new meaning to L.I.F.E.
The BPI Wealth Wellness Month kicks off with FinQuest: Road to Financial Inclusion, a program tailored for graduating students that explore money management, earning potential, and the vital role of financial education. The initiative began with the Financial Inclusion Challenge, where over 40 participants submitted project proposals to improve investment accessibility in the Philippines. From this impressive pool, 15 teams advanced to showcase their ideas before a panel of industry experts. On October 21, FinQuest will culminate in The Forum, celebrating the three winning teams and their creative solutions. This event will also feature engaging talks on financial wellness and management, specifically designed for young adults entering the next phase of their lives. Interested participants can access this simply by following our social media accounts.
A key highlight of the BPI Wealth Wellness Month is the BPI Wealth Summit, the Philippines’ premier annual wealth management event, scheduled on October 26. This onsite summit will be simultaneously streamed on the official BPI Wealth Summit event page on Facebook and will provide young professionals access to expert insights, innovative investment opportunities, and powerful tools to enhance their financial acumen. Attendees can expect an engaging experience with interactive booths, expert-led talks, and personalized financial roadmaps that inspire immediate action to begin building their future wealth today.
Additionally, participants will get an exclusive first look at the soon to be launched BPI Wealth Builder Multi-Asset Mutual Fund, Inc., a new mutual fund to be managed by BPI Wealth. The first fund of its kind in the Philippines, BPI Wealth Builder is designed to grow with investors and support their financial journey. With a minimum investment of PHP 1,000 and automatic top-ups starting at PHP 100, it offers both flexibility and convenience. The fund will also provide cumulative health, medical, and life protection benefits, making it a versatile tool for securing one’s financial future.
The BPI Wealth Wellness Month also caters to corporate clients through Building Better Futures, a thought-leadership event on October 22. Designed to be a retirement playbook for forward-thinking organizations, this event delves into changing workforce demographics, shifting attitudes toward retirement, and the global economic factors shaping these dynamics. Considering these developments, organizations must stay informed and take proactive steps to meet their employees’ retirement needs. This initiative will feature keynote speeches and panel discussions from experts and will equip companies to navigate these complexities and adopt strategic measures that safeguard their workforce’s financial futures.
BPI Wealth Wellness Month will conclude with Beyond Wealth on October 29, a reimagined approach to estate planning. The webinar is designed to educate BPI Wealth employees on estate planning by addressing common questions and emphasizing the link between financial well-being and positively impacting families and communities. Participants will gain valuable insights and practical strategies for navigating the estate planning process. By offering tailored financial strategies and innovative solutions, this program empowers employees to manage their wealth responsibly and make impactful decisions for future generations.
“BPI Wealth Wellness Month represents a pivotal moment in our dedication to supporting Filipinos at every financial stage,” concluded Marcial. “As we look ahead, we remain committed to sustaining this momentum and launching more innovative initiatives that will advance our mission of enhancing financial well-being for all Filipinos.”
Photo by Mica de los Reyes
