About BDO Private Banking

Corporate Vision

Our Vision is to be the Philippines’ preferred bank for high-net worth clients.  For these clients who seek financial advice to grow and protect their wealth, we deliver curated financial portfolios and help manage the transition of assets to persons and causes that are meaningful to them.

Corporate Mission

Our Mission is to

  • Build trusted, long-term relationships that enhance our clients’ sense of well-being and peace of mind;
  • Provide innovative investment solutions that generate superior financial returns; and
  • Execute strategies that fulfill the legacies and purposes of our clients, while reducing costs for both holding and distributing their wealth.
     
Core Values

Our Values and culture are defined by an intense focus, empathy, and passion towards serving our clients.  We aim to manifest BDO’s We Find Ways ethos by showing agility amidst shifting markets, risks, and opportunities.  We earn our clients’ trust by behaving with the highest standards of discretion, fairness, and ethics.

Underpinning our Vision, Mission, and Values are a sound balance sheet, diverse suite of high-quality products and services, and a seasoned team of professionals.

Our People

Corporate Mission
Meet our dedicated team of Wealth Experts

 

Relationship Managers

Your gateway to BDO Private Banking. Knowledgeable, trusted, and discreet.  We are attentive to your financial objectives, as you navigate opportunities and risks unique to your circumstance.

 

Investment Managers

Our Investment Managers are your window into the economy and markets, both globally and in the Philippines. Understand macro trends and how they may impact you. Work with us to optimize the returns on your portfolios, within the limits of risk designed for such portfolio.

 

Portfolio Managers

Understand individual instruments and securities, and appreciate how each can play a role in generating returns (and limiting risk) in your portfolios. Our Portfolio Managers provide valuable analysis and advice on bonds, stocks, and other credit and equity assets. 


Wealth Structuring Specialists

Appreciate the nuances of the Philippine and international civil and tax codes impacting yourself, your families, or other important beneficiaries. Learn asset protection and estate planning strategies to fulfill your distribution plans and fulfill your legacies. Our Wealth Structuring Specialists draw upon deep knowledge of trusts, governance, and succession planning.

BDO Private Bank is the Philippines’ only bank dedicated to high net worth clients. We are licensed by the Bangko Sentral ng Pilipinas (BSP) as a commercial bank. We provide deposit and payment, asset management, lending, trust and estate planning, and asset administration services.

We operate a network of nine (9) Private Banking Centers across Luzon, Visayas, and Mindanao. We have the Philippines’ largest team of relationship managers, investment advisors, and wealth planners. We invest in our client engagements, with a belief that discretion and personalized contact is most important.

We offer products on an open architecture model. Our clients have access to a wide range of securities and funds, in both Pesos and foreign currency, designed to match the profile and appetite of our clients.

BDO Private Bank has a strong balance sheet, and is a wholly-owned subsidiary of BDO Unibank, the Philippines’ largest financial institution. As of September 30, 2024, BDO Private Bank had P633 billion of Assets Under Trust and ranked as the 2nd largest bank in the Philippines by such metric. The Bank also has a CET1 and CAR of 35.17% and 35.37%, respectively.

Contact Us

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Head Office

BDO Equitable Tower
8751 Paseo de Roxas
Makati City 1226
Philippines

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Directory

Click here for the complete list of BDO Private Banking Centers

BDO Private Bank, Inc. is regulated by the Bangko Sentral ng Pilipinas. https://www.bsp.gov.ph For concerns and feedback, you may contact BDO Private Bank's Customer Service Management Hotline at (+632) 8588-9800 or email bdoprivatebank-customerservice@pb.bdo.com.ph; the BDO Customer Contact Center at (+632) 8888-0000. Deposits are insured by PDIC up to P500,000 per depositor. The BDO Private Bank, BDO Unibank and other BDO-related trademarks are owned by BDO. All rights reserved.