Atram, Dragonfi Partner to Expand Filipino Access to Global Investments

The strategic partnership combines ATRAM’s investment management expertise with DragonFi’s digital platform, giving investors a more convenient route to professionally managed funds.

ATRAM Trust Corporation and DragonFi Securities, Inc. have formalized a strategic partnership aimed at making professionally managed investment solutions more accessible to Filipino investors.

Under the agreement, DragonFi will serve as an institutional trust agent of ATRAM. The arrangement combines DragonFi’s technology-driven platform with ATRAM’s asset and wealth management expertise.

For investors, the partnership means they can access a broader range of ATRAM-managed investment solutions through DragonFi’s digital investing environment.

Responding to interest in global markets

The partnership comes as more Filipino investors explore opportunities beyond traditional and domestic investments.

According to the companies, nearly two-thirds of investments sourced through the DragonFi platform have been directed toward the ATRAM Nasdaq Equity Opportunity Feeder Fund.

The company-reported figure has made the fund one of the platform’s most popular global investment products. It also points to growing demand among Filipino investors for professionally managed exposure to international markets.

Contemporaneous reports from InsiderPH and Context.ph also describe the partnership and the demand reported for the fund.

“We’re seeing more Filipinos take an active role in growing their wealth and exploring investment opportunities beyond traditional options,” said Andrew Caw, Chief Marketing Officer of ATRAM.

Caw said the partnership would help bring professionally managed investment products to a wider audience while responding to increasing interest in global investing.

Combining technology and professional management

DragonFi Chief Executive Officer Jon Lim said the partnership gives clients a broader selection of investment solutions through one digital experience.

“Our partnership with ATRAM allows us to combine DragonFi’s technology-driven platform with ATRAM’s investment management expertise,” Lim said.

He added that DragonFi aims to make sophisticated investment opportunities simpler, more accessible, and more relevant to the long-term wealth-building needs of Filipinos.

DragonFi’s platform currently provides access to stocks and a selection of professionally managed funds, including ATRAM products. Investors can review the available products through DragonFi’s official funds marketplace.

ATRAM also maintains a range of unit investment trust funds covering different asset classes, strategies, currencies, and risk profiles through its official UITF directory.

What the partnership means for investors

The partnership can reduce some of the practical barriers to accessing professionally managed investments by placing fund discovery and transactions within a digital platform.

It may particularly benefit investors who want international exposure but prefer a professionally managed product instead of selecting and monitoring individual overseas securities.

Digital accessibility, however, does not remove investment risk. Fund values can rise or fall, and suitability depends on an investor’s goals, financial situation, time horizon, and risk tolerance.

Before investing, users should review the latest fund documents, fees, minimum investment requirements, risk classification, currency exposure, and withdrawal or redemption conditions.

ATRAM and DragonFi said they also plan to support financial literacy and inclusion through investor education, accessible platforms, and trusted investment products.

The partnership reflects how technology and professional fund management can work together to give more Filipinos practical access to investment opportunities beyond the local market.

For more information, visit ATRAM or DragonFi.

This article is for informational purposes only and does not constitute investment advice. Investments involve risks, and returns are not guaranteed.