Eastwest Strengthens Wealth Management Platform with Focus on Advisory and Investment Expertise

Global awards recognize EastWest’s commitment to client experience and professional investment management

Building wealth today requires more than access to financial products. It demands informed decision-making, disciplined investment management, and trusted advice that helps individuals and families navigate changing market conditions.

As EastWest continues to strengthen its wealth management capabilities, the bank has earned international recognition for its efforts in both client experience and investment advisory services.

EastWest recently received two honors at the Global Private Banking Innovation Awards. The bank’s Wealth Management team was recognized for Outstanding Client Experience in Wealth Management, while its Trust & Asset Management Group (TAMG) received the award for Best Discretionary & Advisory Service Offering in the Philippines.

The awards highlight two pillars that continue to drive EastWest’s wealth management business: relationship-based advisory services and disciplined investment expertise.

A Personalized Approach to Wealth Management

The Outstanding Client Experience in Wealth Management award recognizes the performance of EastWest Priority, the bank’s premier banking and wealth management segment.

EastWest Priority combines relationship management, investment opportunities, insurance solutions, lending products, and digital banking services within a single client relationship.

Clients are supported by dedicated Relationship Managers who provide personalized financial guidance based on individual goals, financial circumstances, and risk tolerance. This approach allows clients to receive tailored recommendations across various aspects of wealth management, including investment planning, financial protection, liquidity management, and long-term wealth preservation.

EastWest Priority clients also benefit from access to new investment products, digital foreign exchange capabilities through EasyWay, and strategic partnerships designed to expand wealth-building opportunities.

Strengthening Investment Advisory and Portfolio Management

The second award recognizes the work of EastWest’s Trust & Asset Management Group, which manages a substantial portfolio of client assets across multiple investment strategies.

Through its discretionary portfolio management services, TAMG oversees investments based on clients’ agreed objectives and risk parameters. The group applies a disciplined investment process that combines macroeconomic research, security selection, portfolio diversification, and active management across both local and global markets.

Several portfolios under TAMG’s management ranked among the top performers in their respective categories during the past year. Its investment strategies delivered strong results across equity, multi-asset, and index-tracking mandates, with several funds outperforming benchmarks and peer funds.

The group’s performance has contributed to continued growth in assets under management while strengthening EastWest’s position in the Philippine wealth management sector.

Helping Clients Make Better Financial Decisions

According to Rafael S. Algarra Jr., Senior Executive Vice President and Head of Financial Markets and Wealth Management at EastWest, the recognition reflects the bank’s focus on helping clients make sound financial decisions in increasingly complex market environments.

“This recognition speaks of the strength of our advisory platform and investment discipline at a time when markets demand greater rigor, perspective, and responsiveness,” Algarra said.

“Our focus is not simply on delivering products, but on helping clients make informed capital allocation decisions, manage risk effectively, and build long-term financial security. We continue to strengthen our capabilities across advisory, portfolio management, and wealth solutions so clients can make confident financial decisions in different market environments.”

Building Wealth for the Long Term

As EastWest continues to expand its wealth management platform, the bank remains focused on providing integrated financial solutions that support individuals, families, and business owners through every stage of their financial journey.

By combining personalized advisory services, professional portfolio management, insurance solutions, and digital banking capabilities, EastWest aims to help clients preserve wealth, seize opportunities, and build long-term financial security.

Why It Matters

As investment markets become more complex and financial goals evolve, many Filipinos are looking beyond traditional banking products and seeking professional guidance. EastWest’s latest recognition highlights the growing importance of advisory-led wealth management, where expertise, trust, and long-term planning play a critical role in helping clients achieve their financial objectives.

EastWest’s global recognition reflects its continued investment in wealth advisory, portfolio management, and client-focused financial solutions, helping Filipinos make more informed decisions as they build and protect their wealth for the future.