From left: Chinabank Wealth Management Group Relationship Officer Joyce Tan, Group Head Tina Gotuaco, Deputy Group Head Karyn Lim, and Relationship Officers Yvette Chua and Aizah Jimenez.
Chinabank was again distinguished by the Private Banker International (PBI) as among the top wealth management firms in the world. At the 2025 Global Wealth Awards held on October 9 in Singapore, Chinabank clinched for the third time the Outstanding Wealth Management Service for the Affluent award for its consistent excellence in serving affluent clients in the Philippines.
“Chinabank Wealth Management combines personalised advisory, innovative digital platforms and a high-tech approach.Delivering 19% asset growth and deep client trust, the bank exemplifies excellence in serving the Philippines’ rising affluent segment. Chinabank's commitment to succession planning, exclusive market insights and consistent industry recognition further underline their outstanding contribution to wealth management,” said PBI in a statement, noting that Chinabank is highly commended for its superior client service, innovative digital tools, and the depth and breadth of its wealth management offerings.
"Securing this recognition for the third-year running is a testament to the dedication and expertise of our entire team,” CBC Wealth Management Group Head Cristina Gotuaco said. “It underscores our commitment to deeply understanding our clients’ financial goals and delivering highly personalized, holistic, and astute wealth strategies. This three-peat win solidifies our position as a trusted partner in building and preserving wealth for Filipino families.”
Chinabank’s success in the affluent category highlights its strategic focus on developing comprehensive services that include bespoke investment advisory, trust solutions, and estate planning, ensuring clients receive seamless and integrated financial guidance tailored to their legacy and growth objectives.
The PBI Global Wealth Awards recognize the world’s leading financial institutions that are shaping the future of wealth management, offering exceptional services, products and strategies across various regions. This year's awards highlighted the industry's resilience and ability to navigate market dynamics and technological advancements in the evolving global economy.