PNB Securities and Manulife Partner to Expand UITF Offerings

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PNBSI and Manulife Investments PH contract signing - PR Photo

PNB Securities, Inc. (PNBSI) has taken another step in strengthening its wealth management offerings through a strategic partnership with Manulife Investment Management and Trust Corporation (Manulife Investments Philippines), expanding the range of professionally managed investment solutions available to its clients.

From left to right: PNB FSVP and Deputy Head of Global Banking and Markets Sector and Head of Wealth Management Group Maria Teresa Velasco; PNB Securities, Inc. President Manuel Lisbona; Manulife Investments Philippines President and Chief Executive Officer Aira Gaspar; Manulife Investments Philippines Wealth Sales Head Zedric Matubis

The partnership was formalized during a contract signing ceremony held at the PNB Securities office in the Philippine Stock Exchange Tower in Bonifacio Global City.

The collaboration marks a significant milestone for PNBSI and PNB Wealth Management as they introduce the distribution of Unit Investment Trust Funds (UITFs) managed by Manulife Investments Philippines, giving clients access to a broader selection of globally managed investment opportunities.

Expanding Investment Choices

Through the partnership, PNB Wealth Management clients can now access Manulife Investments Philippines’ diverse portfolio of UITFs, designed to help investors build long-term wealth while meeting different financial objectives.

Backed by Manulife’s global investment expertise and local market knowledge, the fund lineup includes income-paying investment solutions that seek to generate recurring income while capturing long-term capital appreciation across multiple asset classes.

The expanded product suite reflects PNB’s continuing commitment to delivering diversified investment options tailored to the evolving needs of today’s investors.

Strengthening Wealth Management Capabilities

“This partnership reinforces our strategic focus on enhancing our investment solutions and creating long-term value for our clients,” said Manuel Lisbona, President of PNB Securities.

“By collaborating with Manulife Investments Philippines, we are broadening our product suite and strengthening our role as a key player in the wealth management market.”

The collaboration supports the bank’s broader strategy of providing clients with access to professionally managed investment products that combine strong governance, disciplined portfolio management, and global investment capabilities.

Combining Global Expertise with Local Insight

Manulife Investments Philippines is a wholly owned subsidiary of Manulife Philippines and became operational in September 2017 after securing trust and other fiduciary business licenses from the Bangko Sentral ng Pilipinas.

It holds the distinction of being the first trust corporation in the Philippines backed by a leading multinational financial services group, allowing it to combine international investment resources with deep local market expertise.

“Our strategic partnership with PNB Securities reflects a shared commitment to broaden investment choices that deliver enduring value for investors,” said Aira Gaspar, President and Chief Executive Officer of Manulife Investments Philippines.

“We’re excited to provide PNB Wealth Management clients access to our differentiated suite of UITFs, enabling them to tap into our global investment capabilities and benefit from the disciplined investment management approach that Manulife Investment Management is known for.”

A Shared Vision for Long-Term Wealth Creation

Senior executives from PNB and PNBSI emphasized that the alliance aligns with the group’s long-term strategy of strengthening its wealth management business while addressing the increasing demand for professionally managed investment solutions.

Beyond expanding investment offerings, the partnership reflects both institutions’ shared commitment to helping clients achieve long-term financial growth through high-quality investment products supported by sound governance, global expertise, and disciplined fund management.

As demand for diversified investment opportunities continues to grow, the collaboration positions PNB Securities and Manulife Investments Philippines to deliver greater value and more comprehensive wealth management solutions for Filipino investors.

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