RCBC primes next generation wealth leaders to build purpose-driven legacies

　　The Rizal Commercial Banking Corporation (RCBC) is strengthening the next generation of leaders and wealth builders through its comprehensive Wealth Management solutions. RCBC made its purpose known when it hosted the exclusive NextGen Summit recently, which brought together next-gen wealth leaders who gained rich insights on managing finances, cultivating personal wealth, nurturing family businesses, and strategically overseeing family portfolios。

　　“At the core of our wealth management philosophy is succession planning. We want to ensure that our clients and their families not only build wealth but also protect it and create a lasting legacy across generations,” said RCBC Head of Wealth Management Jacqueline Wieneke。

　　Amid the Great Wealth Transfer that is well underway in the Philippines, among many others across the world, RCBC seeks to equip the next generation with the financial knowledge and skills they need to expand their family legacy. The Great Wealth Transfer is the economic shift in which a great amount of wealth is expected to pass on from one generation to the next. By 2030, around USD3 trillion is expected to be transferred from the founding generation to the succeeding generation across the Asia-Pacific region alone。

　　Led by industry experts and thought leaders, the NextGen Summit went beyond traditional financial discussions. The event highlighted that the next generation must view inherited wealth not just as a safety net, but as a springboard for growth, innovation, and the long-term impact of their family legacy. 

　　“Young wealth builders should put themselves in a position of continuous learning and take an active role in decision-making, owning their family’s vision. It’s no longer just about preservation but also innovation and pursuing new paths and ventures,” said Wieneke。

　　Purpose-driven wealth

　　While the fundamental goals of today’s young wealth builders remain consistent with those before them, their perspectives and approaches to growing and protecting their wealth have evolved. Since the coming generation is highly educated and professionally experienced, many are keen on taking an active role in investment management. They are also focused on extending beyond personal financial growth and are drawn to pursue sustainability, social responsibility, and global opportunities。

　　This significant shift indicates that the new generation manages wealth in a way that reflects their purpose and personal mission statement。

　　“Defining a purpose or personal mission statement allows wealth builders to articulate what they want to achieve, where they want to take their business, and the kind of legacy they wish to leave behind. For the next generation, this process helps them identify their priorities and chart their own journey with confidence,” Wieneke explained. “Ultimately, our role is to help make that vision a reality, turning wealth into a lasting legacy with purpose。”

　　More than a financial institution, RCBC Wealth Management is a trusted long-time partner of its clients’ wealth journey—generation after generation. Recognized for Best Succession Planning by Euromoney Private Banking Awards 2025, it offers bespoke financial solutions, including portfolio diversification, succession planning, and governance advisory for family enterprises.  The bank combines decades of experience with a forward-looking, innovative approach to help families safeguard their legacy and empower the next generation to expand and redefine it。

　　RCBC equips the Philippines’ next wealth leaders to shape and build a future that reflects their own aspirations. To learn more about RCBC’s Wealth Management offerings, visit rcbc.com/wealth-management#mce_temp_url#。