Why choose TAMG?

At PVB Trust and Asset Management Group (TAMG), we deliver expert fiduciary services with unwavering integrity. Whether you are an individual, family, or institution, our tailored solutions protect and grow your wealth while aligning with your unique goals, risk tolerance, and values. Backed by the seasoned professionals of Philippine Veterans Bank, TAMG offers personalized stewardship you can trust.

Your Wealth. Our Commitment.

We don't just manage assets - we protect and grow them with a higher standard of care, transparency, and expertise. Here's what makes PVB Trust and Asset Management Group (TAMG) the smarter choice:

TRUST PRODUCTS AND SERVICES

1. Asset and Management Services for Individual and Institutional Clients Investment Management Account (IMA)
A fiduciary-based portfolio management service (discretionary or non-discretionary) where TAMG professionally manages your financial assets. Every strategy is customized to your investment objectives, risk appetite, and long-term goals - always guided by the highest standard of care.

2. Financial and Estate Planning for Individuals Personal Management Trust (PMT)
A flexible trust and estate-planning solution in which you (the trustor) transfer assets to TAMG (the trustee) to manage for your own benefit or for designated beneficiaries. The trust is fully customized to match your personal objectives, lifestyle needs, and legacy goals.

3. Other Fudiciary / Trust Services

Escrow
TAMG acts as a neutral third-party escrow agent, securely holding funds, securities, or documents until all contractual conditions are met. This ensure safe, transparent transactions for property sales, stock transfers, large payments, and other critical deals.

Retirement Fund Accounts (Employee Benefit Plan)
A tax-exempt trust structure for corporate retirement plans. TAMG manages the fund to deliver employee benefits while helping employers comply with labor laws and provide a secure professionally administered retirement solution.

Documentary Requirements
1. Account Opening

• Customer Information Form - Trust
• Client Suitability Assessment (CSA) Form
• Investment Policy Statement (IPS) Form, if applicable
• Risk Disclosure Statement (RDS)

2. IMA / Trust / Escrow Agreement
3. Investment Instruction Letter
4. Supplemental Agreement (If any)
5. Copy of Valid IDs

Disclosures

Trust Investment Management, Agency and Fiduciary accounts are not deposit products. They are services offered by trust entities and are not insured or covered by the Philippine Deposit Insurance Corporation (PDIC).

These accounts are not guaranteed by Philippine Veterans Bank or its affiliates. Any income or loss from investments belongs solely to the client. PVB Trust and Asset Management Group is not liable for losses except in cases of willful default, bad faith, or gross negligence.

Philippine Veterans Bank is regulated by the Bangko Sentral ng Pilipinas.

Want to Know More?

Schedule a Consultant
Trust and Asset Management Group
 

Contact Us:

(02) 7902-1681 local 1681 | (02) 7902-1600
local 8246, 8241, 8272

Address:

Philippine Veterans Bank Building
101 V.A. Rufino corner Dela Rosa Street
Legazpi Village, Makati City, Philippines 1229

Email Address:

pvbcares@veteransbank.com.ph