BESPOKE FINANCE

What are Wealth Management services

Wealth Management services are arrangements where you entrust your hard-earned wealth to the financial experts of Metrobank who will take charge of growing your money through investments. You can also set how the proceeds of your wealth are distributed.

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Personal Management Trust

You allow Metrobank to establish and manage a trust fund for your loved ones. You can set specific instructions on how the earnings from the trust fund are distributed.

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Life Insurance Trust

You let Metrobank help manage the distribution of your life insurance payments to loved ones in the event of your death.

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Investment Management Activity

You can have access to different kinds of investments by having Metrobank establish and manage a tailored investment portfolio for you.

A meaningful tomorrow awaits

For years, you worked hard to get to where you are. But you're not done yet. Secure a meaningful tomorrow now by visiting your Metrobank branch to schedule an appointment with a Trust Sales Officer. Through Wealth Management Services, you can enjoy the following benefits:

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Your own Portfolio Officer

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Access to regular market updates

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Timely and reliable investment advice and reporting