The wealth management arm of the Bank of the Philippine Islands (BPI) launched BPI Wealth Wellness Month to enhance investment awareness and empower Filipinos in 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 chief executive of BPI Wealth.
“With the BPI Wealth Wellness Month, we seek to address this critical need by providing essential resources and targeted programs that encourage Filipinos to reassess their situations and take decisive actions as the holiday season and the new year approach,” said Marcial.
BPI Wealth said that 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, several programs will 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.
These include FinQuest: Road to Financial Inclusion, a program tailored for graduating students that explores money management, earning potential, and the vital role of financial education.
A key highlight is the BPI Wealth Summit, the Philippines’ premier annual wealth management event, scheduled on Oct. 26.
Participants will also 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 BPI Wealth Wellness Month also caters to corporate clients through Building Better Futures, a thought-leadership event on Oct. 22.
BPI Wealth Wellness Month will conclude with Beyond Wealth on Oct. 29, a reimagined approach to estate planning.
“BPI Wealth Wellness Month represents a pivotal moment in our dedication to supporting Filipinos at every financial stage,” said 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.”
