BPI Wealth

Wealth Radio

Business EN ↓ 72 episodes

Welcome to Wealth Radio, growing wealth made easy. Listen to the month's market highlights through Wealth Watchers, where we break down the main events that transpired and their implications on your investments. Understand complex investment jargon through the Investment Jargon Buster series. Questions? Send us an email at bpiwealth@bpi.com.ph.

Author

BPI Wealth

Category

Business

Podcast website

www.bpiassetmanagement.com

Latest episode

May 3, 2026

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Episodes

Investment Jargon Buster - The KIIDS Explained 17.06.2021

In this episode, we drill down on the important sections of the Key Information and Investment Disclosure Statement or the KIIDS. Visit bit.ly/stfkiids to see a sample file while listening to this episode. Questions? Send us an email at bpi_asset_management@bpi.com.ph E-Invest by BPI Wealth

Investment Insights - The BPI Invest Short Term Fund 17.05.2021

Discover why this fund is recommended for investing beginners and seasoned investors. Follow Wealth Radio, growing wealth made easy. Questions? Send us an email at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Investment Jargon Buster - Cost Averaging and the Regular Subscription Plan (RSP) 15.04.2021

Tune in to this new episode of the Investment Jargon Buster series to learn about cost averaging and how the Regular Subscription Plan (RSP) can help you get into the habit of investing regularly. Questions? Send us an email at bpi_asset_management@bpi.com.ph E-Invest by BPI Wealth

What are the benefits of Estate Planning? 26.03.2021

In celebration of the Trust Consciousness Week, tune in to this episode and discover the many benefits of estate planning and the steps in creating a successful estate plan. Questions? Send us an email at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Investment Insights - Our Two New Funds: The BPI Invest World Technology Feeder Fund and the BPI Invest Global Health Care Feeder Fund 25.03.2021

Discover why technology and healthcare are the hottest sectors today as you listen to the highlights of the webinar launch of BPI Invest World Technology Feeder Fund and BPI Invest Global Health Care Feeder Fund. These funds are available directly at the BPI AMTC Head Office. Questions? Send us an email at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Investment Jargon Buster - The Index 15.02.2021

Learn what an index is in this first installment of the Investment Jargon Buster series in 2021. Questions? Send us an e-mail at bpi_asset_management@bpi.com.ph E-Invest by BPI Wealth

The Gift that Keeps on Giving 21.12.2020

This season, why not give yourself and your loved ones something different?  In this episode, we discuss how BPI Asset Management and Trust Corporation helps find out how investing can be a valuable gift that will grow and give back through the years.  Questions? Send us an email at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Investing, Uninterrupted 28.10.2020

This pandemic has highly restricted our movements and activities, but it doesn't have to be the case when it comes to our investment journey. In this episode, we discuss how BPI Asset Management and Trust Corporation helps you have uninterrupted investing from the comforts of your home. Questions? Send us an email at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Coping with the Pandemic 04.09.2020

This pandemic has affected each of us in a very personal way. In this episode, we discuss what measures we can take to help us navigate through this prolonged social and economic conditions. Questions? E-mail us at bpi_asset_management@bpi.com.ph. E-Invest by BPI Wealth

Building Healthy Money Habits 30.06.2020

Staying healthy is no longer just about being physically and mentally well. In our latest Investment Insights episode, we discuss some tips on building healthy money habits to better manage your finances. E-Invest by BPI Wealth

Investor Starter Kit Episode 5: How to Open a Unit Investment Trust Fund (UITF) Account 18.06.2020

Want to kick-start your investment journey? Tune in to this episode of Investor Starter Kit to learn what you would need to open your own Unit Investment Trust Fund (UITF) account.  E-Invest by BPI Wealth

Investor Starter Kit Episode 4: The Importance of Budgeting and How to do it Wisely 11.06.2020

Is having a financial budget important in life? If I save a portion of my income regularly, would that be enough to secure my future? In this fourth episode of the Investor Starter Kit Series, learn the value of having a budget and how investing is just as, if not more, important than simply saving. To schedule a meeting with one of our Wealth Managers, please contact us at bpi_asset_management@bp...

Investor Starter Kit Episode 3: HERO Investing | Knowing Your Investment Persona 03.06.2020

Do you know what kind of investor you are? Tune in to this episode of Investor Starter Kit to learn key steps in choosing the right investment product for your investment personality. To schedule a meeting with one of our Wealth Managers, please contact us at bpi_asset_management@bpi.com.ph. In compliance with the Data Privacy Act (R.A 10173), we strive to keep your information private and confide...

Investor Starter Kit Episode 2: UITF– What's In It For You? 28.05.2020

UITF – You may or may not have heard this before. In this second episode of Investor Starter Kit, learn what a UITF really is and how it can be your go-to investment vehicle with its numerous advantages. To schedule a meeting with one of our Wealth Managers, please contact us at bpi_asset_management@bpiamtc.com. In compliance with the Data Privacy Act (R.A 10173), we strive to keep your informatio...

Investor Starter Kit Series: Introduction 21.05.2020

What’s the value of investing?  Isn’t this just for the rich?  Learn the basics of investments through the Investor Starter Kit Series, and be one step closer towards financial freedom.   To schedule a meeting with one of our Wealth Managers, please contact us at bpi_asset_management@bpiamtc.com.  In compliance with the Data Privacy Act (R.A 10173), we strive to keep your information private and c...

Investor Starter Kit Episode 1: COVID-19 and Investing 21.05.2020

The COVID-19 pandemic has had many repercussions beyond the health industry. Learn how to position yourself and your investment portfolio in this new normal in this first episode of the Investor Starter Kit Series. To schedule a meeting with one of our Wealth Managers, please contact us at bpi_asset_management@bpiamtc.com.  In compliance with the Data Privacy Act (R.A 10173), we strive to keep you...

Investment Lessons from COVID-19 22.04.2020

In this episode, we discuss investment lessons from this pandemic, and which steps you would need to take to be better prepared in the future. Need help in investing? You may reach any of our Wealth Managers: Jose Miguel Gamo: +639171276850 | Arthur Henry Manuel: +639171629571 | Gia Ruiz: +639171334764 | Jose Lorenzo Sison: +639171535413 E-Invest by BPI Wealth

Learn the hows and whys of investing 19.02.2020

Why invest? When is the best time to invest? How much should I invest? We have the answers to these whys and hows. E-Invest by BPI Wealth

How to be Rich Po? Episode 1: Saving vs Investing 18.07.2019

Pinaghihirapan mong pera? May tamang mapupuntahan 'yan! Alamin ang tamang pag-manage ng pera dito!  E-Invest by BPI Wealth

How to be Rich Po? Episode 2: Investment 101 18.07.2019

‘Di alam kung saan mag-iinvest? Alamin dito kung anong klase ng investment fund ang nababagay sa’yo.  E-Invest by BPI Wealth

How to be Rich Po? Episode 3: How to reach your Financial Goals 18.07.2019

Nagpaplano ka ba para sa iyong future? Alamin ang unang step kung paano makamit ang iyong financial goals.  E-Invest by BPI Wealth

Smart Goals: Basics of Investing 21.05.2019

E-Invest by BPI Wealth

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