Showing posts with label #WealthManagementPH. Show all posts
Showing posts with label #WealthManagementPH. Show all posts

Friday, October 16, 2026

Security Bank Wealth and St. Luke's Launch Concierge Healthcare for Clients

Makati City, Philippines, October 15, 2026 — The ultimate luxury isn’t wealth. It’s time.

When a family member needs a specialist, a diagnostic procedure, or medical attention, the last thing anyone wants is to navigate schedules, referrals, paperwork, and hospital processes. Yet for many people, that remains part of the healthcare experience.

Recognizing that time, convenience, and peace of mind matter as much as financial security, Security Bank Wealth has partnered with St. Luke's Medical Center to provide clients with concierge healthcare services through the hospital's Corporate Business Center. 

The partnership gives clients priority access and personalized support designed to make healthcare simpler, faster, and easier to navigate. 

Clients will have access to appointment assistance, specialist referrals, scheduling support for consultations and diagnostic procedures, executive lounge access, and dedicated guidance during inpatient hospital admissions, while all Wealth clients will enjoy preferred rates on select health screening packages.

"For years, we've helped clients build, grow, and protect their wealth. But we also know that financial security is only one part of a well-lived life," said Victor Lee, President and CEO of Security Bank. "By partnering with St. Luke’s, we’re extending the personalized service our clients know us for into another important aspect of their lives, helping them access quality healthcare with greater convenience and peace of mind.”

“At St. Luke’s, we have always been committed to providing world-class care with the highest standards of safety,” said Dr. Dennis P. Serrano, President and CEO of St. Luke’s Medical Center. “Together with Security Bank, we are safeguarding their clients’ most essential assets: their health and their time.”

The program was launched on October 15 at Manila Polo Club, where clients were introduced to the concierge healthcare program and the privileges available through the partnership.

By bringing together personalized wealth management and concierge healthcare support, Security Bank Wealth and St. Luke's aim to give clients something increasingly valuable: more time, greater peace of mind, and confidence that help is available when they need it most.

Learn more through your Security Bank Wealth Relationship Manager or by visiting: https://www.securitybank.com/personal/investments/wealth-management/st-lukes-medical-center-global-city-partnership/.

Tuesday, October 6, 2026

The Future of Wealth Includes Wellness: Security Bank Partners with Noage

Makati City, Philippines, -- True wealth isn't measured only by what you accumulate, but by having the health to enjoy what you've built.

Security Bank is expanding how it serves affluent clients through a partnership with Noage International, giving them privileged access to preventive healthcare and wellness services in Japan.

Eligible Security Bank Wealth clients, including World Mastercard and Platinum Mastercard cardholders, will enjoy exclusive benefits on select Noage International medical and wellness programs, including comprehensive health screenings, advanced diagnostics, and concierge-supported healthcare experiences at leading Japanese medical institutions.

"The most valuable asset is not always in your portfolio. It’s your health," said Victor Lee, President and CEO of Security Bank. " We want to help our clients not only build and protect their wealth but enjoy the life they have worked hard to create. Our partnership with Noage International brings that thinking beyond traditional banking.”

Established through a joint venture between Resorttrust and Mitsubishi Corporation, Noage International connects international clients to Japan's healthcare ecosystem through curated medical and wellness programs. 

“True peace of mind arises when both financial legacy and your personal health are fully safeguarded," said Mr. Tetsuro Yoshihara, President of Noage International. "Japan has long stood at the forefront of global preventative medicine and longevity science. Through our partnership with Security Bank, we are honored to grant their most distinguished clients privileged access to Japan’s pinnacle healthcare ecosystem. By seamlessly integrating ultra-precise early cancer detection, bespoke longevity therapies, and white-glove Japanese hospitality, our mission is to empower individuals to enjoy a vibrant, healthy, and exceptionally long life.” 

Security Bank introduced the partnership at an exclusive Wealth event at the Manila Polo Club attended by more than 70 clients. Guests heard from Mr. Yoshihara, President of Noage International, and Dr. Taguchi, former physician to the Japanese Imperial Household and current Chairman of Midtown Clinic Medical Corporation, on Japan's approach to preventive healthcare and longevity medicine. They also experienced Noage's biological age assessment technology, which compares physical and chronological age, alongside discussions on legacy planning and wealth transfer. The pairing was deliberate: planning for the future is no longer only about what you leave behind. It’s also about living well enough to enjoy what you’ve built.

Learn more at securitybank.com or through your Security Bank Relationship Manager.

Monday, September 21, 2026

Security Bank Wealth Highlights the Growing Need for Integrated Wealth Planning

Makati City, Philippines -- Building wealth is one thing. Preserving it, protecting it, and preparing it for the next generation is another.

As wealth grows, financial decisions become more interconnected. Investment opportunities must be weighed alongside risk management. Estate planning can affect business continuity. Succession decisions may shape how wealth is preserved and transferred for years to come.

Recognizing this growing complexity, Security Bank Wealth gathered clients in Manila and Davao for its 2026 Midyear Events, bringing together experts in investments, tax, legal, trust, and insurance to discuss how individuals and families can take a more integrated approach to managing wealth.

Themed “Building Resilient Wealth: An Integrated Approach to Income, Growth, Protection, and Legacy Planning,” the events explored the key pillars of long-term wealth management and why looking at them together matters more than ever.

Looking beyond market opportunities
The first panel focused on how investors can navigate an evolving global and local market environment while positioning their portfolios for both income and long-term growth.

Moderated by Chrissi Morillo, Head of Investment Strategy at Security Bank, the session featured Thomas Wu, Investment Strategist at Invesco; Rohini Chopra, Executive Director at J.P. Morgan Asset Management; Dion Ong, Head of APAC at Horizon Capital; and Basil Jason Go, Deputy Chief Investment Officer at Security Bank.

The discussion examined the global and Philippine economic outlook, investment opportunities across Asia, equity income strategies, and the long-term implications of artificial intelligence as an investment theme. Across the conversation, one message stood out: successful investing requires discipline, diversification, and a clear understanding of long-term objectives.

For clients, the session provided context on how market trends and opportunities can be translated into investment strategies aligned with their financial goals, risk appetite, and time horizon.

Friday, August 28, 2026

Security Bank Sharpens Focus on Wealth, Entrepreneurs, and Corporates to Drive Next Growth Phase

Makati City, Philippines, August 28, 2026 – Security Bank Corporation unveiled a focused three-year strategy to capture the next wave of growth in Philippine banking. The Bank will concentrate on wealth management, entrepreneur banking, and corporate and institutional banking, leveraging its existing strengths where it believes it can compete from that position of strength.

Presented at Investor Day 2026, the strategy comes as Security Bank celebrates its 75th anniversary and builds on strong first-half momentum. The Bank reported net income of PHP6.1 billion, revenues of PHP34.9 billion, and pre-provision operating profit of PHP15.4 billion for the period.

“As we mark our 75th year, we’re looking ahead with clarity and confidence,” said Victor Lee, President and Chief Executive Officer of Security Bank. "We know where the opportunities are. We know the strengths we bring to them. Our direction is clear. The momentum we are seeing today gives us confidence in the road ahead."

At the heart of the strategy are three growth businesses. Through wealth management, Security Bank will deepen relationships with affluent and emerging affluent clients. Through entrepreneur banking, it aims to become the bank of choice for business owners. In corporate and institutional banking, it will pursue opportunities linked to major projects, business ecosystems, and growing cross-border activity.

Security Bank will support businesses by strengthening transaction banking, with the ambition of becoming the preferred operating bank for more clients. A larger role in clients’ payments, collections, cash management, and daily financial activities will help the Bank build deeper relationships and reinforce its deposit franchise.

A key advantage is Security Bank's strategic partnership with MUFG Bank, which combines the Bank's knowledge of the Philippine market with MUFG's global network, sector expertise, and cross-border capabilities. Building on the success of its Japan Desk, the Bank sees further opportunities to serve multinational companies and support investment and business flows across key international corridors.

Security Bank will also participate in broader consumer growth through an ecosystem that includes Home Credit, Mitsubishi Motors Finance, and SB Finance. These businesses extend the Bank's reach into consumer and mobility financing while creating opportunities beyond the parent bank.

“We’re not trying to be everything to everyone,” Lee said. “We're deliberate about where we grow. We will focus on areas where we believe we can build a meaningful advantage over time. We know why we can win. And we intend to earn that right every day.”