Metropolitan Bank & Trust Co. (Metrobank) was named as the Philippines’ Best for Ultra-High-Net-Worth (UHNW) individuals for the third consecutive year by Euromoney.
Metrobank’s leadership in the ultra-high net worth segment earned praise from Euromoney, citing its superior client servicing, top-notch relationship managers, and relevant digital innovations that makes it the preferred private bank of its highly discerning clients.
The bank’s exceptional service lies on its holistic approach to wealth management– offering clients value-adding solutions, from investment advisory and estate planning, to discretionary portfolio management. Metrobank’s Private Wealth team remains the clients’ primary point of contact within the Metrobank Group – going beyond private banking and giving customers access to best-in-class wealth products which include insurance, real estate, and healthcare.
The Relationship Managers undergo rigorous training and certifications, covering treasury and trust products, insurance and cash management, among others, to ensure robust discussions on needs-based solutions for clients. Supporting them are capable traders and trust officers who provide key investment insights, as well as Investment Counselors who conduct economic briefings customized for private wealth clients– to help the latter make sound financial decisions.
To complement the relationship platform’s best-in-class service, the bank also invested in key innovations to streamline and automate wealth management products and services.
Specifically, Private Wealth clients have Wealth Manager, an online platform that monitors their investment portfolio and access strategies to optimize this conveniently– using their desktop and mobile phones. Also, clients are able to obtain professional advice on financial markets and actionable investment ideas for their portfolios through the bank’s Wealth Insights website.
“Getting feted for the third straight year shows the bank’s constant commitment to servicing the ultra-high-net-worth with excellence. Keeping our clients’ trust and enabling their financial journey remain our highest priority. We shall continue to provide exceptional service to ensure they are always in good hands,” said Lizette Perez, Head of Metrobank’s Private Wealth business.
