About BDO Private Bank
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History
In August of 2003, Banco de Oro Universal Bank acquired the local banking unit of Banco Santander with its commercial, trust and derivatives licenses to become BDO Private Bank.
Our goal is to create market share in the Private Banking/Modern Affluent Market segment by penetrating key areas in BDO's network. This is to complement and explore how the BDO Group can service all the financial and investment needs of the client.
Each relationship BDO Private Bank enters into is unique. The investment plan we will craft for you will be based on your particular investment requirements, medium & long term objectives, aspirations, passions, even your aversions. The life goals you have defined that includes the ones who will benefit from your life's work - your family.
Our engagement with you may be as simple as just consolidating your financial and non-financial assets, creating savings for education, retirement and pension, or it can be as extensive as managing your estate affairs in an efficient manner.
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Awards
- EUROMONEY
- FINANCE ASIA
- THE ASSET Triple A Asian Award
- ALPHA SOUTHEAST ASIA
We are driven by your trust in our partnership.
* Best Local Private Bank in the Philippines (2009, 2010 and 2011)
* Best Local Private Bank Overall - Philippines (2011)
* Best Private Bank in the Philippines (2008, 2009, 2010 and 2011)
* Best Private Wealth Management House in the Philippines for 2009 and 2010
* Best Private Wealth Management House in the Philippines (2008, 2009, 2010 and 2011)
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Mission
* Our purpose is to help clients meet their financial objectives.
* Our goal is to be the best in what we do as individuals and as a firm.
* Our execution shall be seamless.
* Our service should be par excellence.
* Our integrity will not be compromised.
We are BDO Private Bank.
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Philosophy
We seek to preserve and enhance the value of our clients' assets by achieving returns that outpace predefined market benchmarks.
We encourage diversification among asset classes and individual securities to mitigate price/market volatility. With these, we seek to grow and protect our clients' wealth for the enjoyment of their successors and their heirs.
We customize investment strategies to address each client's unique circumstances, as well as specific preferences for income, liquidity and risk.
Where appropriate, we pursue cross-border investment opportunities to enhance returns and provide additional diversification.
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Commitment
To Clients:
- Deliver high value products and quality service
- Offer innovative solutions to specific needs
- Provide timely advice and investment/market information
To Shareholders:
- Maximize return on investment
- Manage our business with the highest professional, ethical and moral standards
- Pursue opportunities that improve shareholder value
To Associates:
- Create a responsive environment that promotes teamwork
- Recognize individual worth and contribution
- * Maintain and enhance the intellectual capital of our associates through rigorous and relevant training and education
Our commitment to provide the best financial service to our clients requires us to be prudent in our design of financial solutions. We undertake to render proper due diligence, objective valuation and full disclosure of material information. Through this process, we apply global standards in creating active markets for instruments we sponsor and offer to our clients.
Our product offerings are based on an open product architecture model, where clients are offered the best available products regardless of provider, an approach geared towards delivering the highest possible returns to each of our client groups.
In all these we anchor our commitment on a solid base, a sound balance sheet and a strong team of professionals.