EastWest strengthens wealth management platform with focus on advisory and investment expertise

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Building wealth today requires careful decisions across investments, liquidity, protection, and

long-term financial planning. For many clients, access to sound advice and strong investment

management remains as important as the products themselves.

As EastWest continues to invest in these capabilities and expand its wealth management

offerings, its efforts have earned global recognition. The Bank recently received two honors at

the Global Private Banking Innovation Awards: the Wealth Management team was awarded

Outstanding Client Experience in Wealth Management, while the Trust & Asset Management

Group was recognized for Best Discretionary & Advisory Service Offering in the Philippines.

The awards recognize two areas that continue to drive the Bank's wealth management

business: client experience and investment expertise.


Rafael S. Algarra Jr., SEVP and Head of Financial Markets and Wealth Management at EastWest,

receives the Bank's award for Best Discretionary & Advisory Offering at the Global Private Banking

Innovation Awards.

The Outstanding Client Experience in Wealth Management award recognizes EastWest

Priority, the Bank's premier banking and wealth management segment. EastWest Priority

brings together relationship management, investment solutions, insurance, lending products,

and digital banking capabilities within a single banking relationship.

Clients have access to dedicated Relationship Managers who provide financial guidance

tailored to individual objectives and risk profiles, supported by market insights, investment and

financial planning discussions, and banking solutions for affluent individuals and families. They


also gain access to expanded wealth opportunities through new investment offerings,

EasyWay’s digital foreign exchange capabilities, and strategic partnerships.

The Best Discretionary & Advisory Offering award recognizes the work of EastWest's Trust

and Asset Management Group (TAMG), which oversees a substantial portfolio of client assets

across a range of investment strategies.

Through discretionary portfolio management, TAMG oversees investments on behalf of clients

based on agreed objectives and risk parameters. Its investment process combines

macroeconomic analysis, security selection, and active portfolio management across local and

global markets.


Several portfolios under TAMG's management ranked among the top performers in their

respective categories during the past year, as the group's investment strategies delivered strong

results across equity, multi-asset, and index-tracking mandates, with several funds

outperforming benchmarks and peer funds. Despite its relatively lean structure, TAMG has built

a track record that has earned recognition both locally and internationally, and this performance

has also contributed to growth in assets under management while strengthening EastWest's

position in the wealth management space.


“This recognition speaks of the strength of our advisory platform and investment discipline at a

time when markets demand greater rigor, perspective, and responsiveness,” said Rafael S.

Algarra Jr., SEVP and Head of Financial Markets and Wealth Management at EastWest. “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.”

The awards come as EastWest continues to expand its wealth management capabilities across

advisory services, investments, insurance, and digital banking.


Through EastWest Priority and TAMG, the Bank offers clients access to relationship-based

advisory and professional investment management supported by a growing range of financial

solutions. Together, these capabilities support individuals, families, and business owners as

they manage, preserve, and grow their wealth over the long term.


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