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Metropolitan Bank
and Trust Company -
New York
10 East 53rd Street,
New York, NY 10022
Telephone:
(212) 832-0855
(212) 832-0951
Facsimile:
(212) 832-0993
(212) 223-0916
Toll Free:
(800) 863-8762
(Outside NY, NJ & CT)
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Metrobank Wealth Management: The Trust Services Solution
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One’s life is filled with concerns. There are family, work, friends, health, and relationships to think about – things that make life exciting and complex, but nonetheless worth living. With everything we have going on though, what we really need is someone to trust so that we can leave the little details behind and focus on things that matter most. Enjoy the good life.
The Metrobank Trust Banking Group is exactly about trust and security. As financial steward, it simply takes care of our life’s earnings, makes sure that the moneys grow, and are as safe as they can be – all of this without a client having to constantly monitor his accounts. He is in “good hands”. And recently, with the creation of Trust Banking’s newest service, Wealth Management, Metrobank has yet again come up with a revolutionary approach to offering personalized financial services.
Josefina Sulit, executive vice president and head of the Metrobank Trust Banking Group, explains, "We see our client's profile changing: new wealth growing faster than inherited wealth; well educated and IT literate; demands for superior investment performance, sophisticated investment vehicles, quality up-to-date information followed up with strong advice, and increased availability with multiple access points. This is the new generation client. We responded by creating the Wealth Management Unit which offers a portfolio of integrated trust services to fulfill the wealth management needs of a client throughout his life cycle.” As a service specially designed for “high net worth individuals”, Wealth Management provides clients with an objective and holistic analysis of their personal financial situation. The key word here is “personal”, and Sulit states, “We came up with a customized solution with a life cycle view that is tailored to help our clients grow and preserve their wealth.”
“Our accounts are treated with confidentiality as regards to financial family matters,” affirms Josephine Cervero, vice president of Metrobank Trust Banking Group. In a very short time since its creation, Wealth Management has grown to capture one-third of Trust Banking’s total volume – surprisingly through word-of-mouth recommendations of clients themselves. “We are very sensitive about the distinct needs of each family and they do appreciate it because the clients themselves share to their friends and relatives about their Wealth Management experience at Metrobank Trust Banking Group. That was how we grew. One person’s trust becomes a family trust in the end.”
The promise – and actuality – of a comprehensive and integrated provider of a broad portfolio of financial products and services to wealthy clients covering the whole life cycle and through generational changes place Wealth Management above ordinary trust banking. “We offer a complete array of financial services which include investment management, financial planning, estate planning, tax planning, and more,” enumerates Sulit. “We have a good team of experts to advice and guide our clients,” adds Cervero. “The advantage they get is synergy. The team and our affiliates can address our clients’ every financial need while seeing to it that their lifestyle and medical concerns, for example, are met.”
“In short, our clients set their goals and we provide individualized solutions to achieve them,” Sulit says. When it all comes down to it, Wealth Management is really about the CLIENT. Metrobank provides a relaxing and pleasant environment at G.T. Tower, Ayala Ave., Makati wherein trust officers can let families discuss their options among themselves. “There are facilities used as private venues to discuss personal matters with the family in a boardroom,” Sulit shares. From facilities to service to solutions, Wealth Management indeed offers a holistic approach which clients can trust, so they can enjoy life and rest easy.
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