Wealth Management Services

We craft and customize a menu of products and services appropriate for you. The choice is ultimately in your hands.

Our principal task is to understand your needs, your future life plans - for you and your family, and to guide you in making the optimal decisions to meet your goals.

Privacy & Confidentiality

BDO Private Bank has a long-standing culture of discretion in handling the affairs of its clients; this is fundamental in establishing a successful wealth management relationship anchored on trust.  The interest of the Bank is aligned with your interest.

Investment

After you have laid out your plans for the future, we decide on the investment approach according to your risk aversion.  You may delegate the investment of your wealth to us or you can avail of our advisory services to assist you in decision-making.

 

 

 

 

 

Financial Planning

Planning involves the identification of assets that need to be utilized to ensure that your financial independence continues. We help you allocate these assets for your specific purposes.  We assess your tolerance for risk in setting up your medium and long-term portfolios.

Wealth Protection & Distribution

We advice you on the best framework for holding and preserving your wealth so that you can achieve your long-term goals.  One or a combination of structures or vehicles will allow you to efficiently manage and distribute your wealth.