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    ATRAM

    Wealth ManagementInvestments
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    Founded
    1995
    Headquarters
    Makati City
    Stage
    Private
    Licences
    2
    SEC, BSP

    Overview

    ATRAM is one of the Philippines' largest independent asset and wealth managers, offering mutual funds, UITFs, global feeder funds and discretionary portfolio management. Its digital arm — the ATRAM Prime mobile app, built on Swiss wealthtech additiv — lets retail investors open an account in minutes and invest online toward goals. In May 2025 ATRAM Trust merged with UnionBank's trust unit to form the country's fourth-largest private asset manager with over ₱485 billion in assets under management; UnionBank holds 27.5% of ATR Asset Management. Group CEO: Michael Ferrer.

    Products

    • ATRAM Prime (mobile investing app)
    • ATRAM mutual funds & UITFs
    • ATRAM global feeder funds
    • Discretionary portfolio management

    Serves

    Retail investorsHigh-net-worth investorsInstitutions

    Funding and ownership

    Stage

    Private

    Parent organisation: ATRAM Group

    Investors and shareholders

    UnionBank of the Philippines (27.5%)

    People

    • Michael FerrerGroup CEO

    Licences and certifications

    • SEC-registered investment company adviser/fund manager (ATR Asset Management, Inc.)
    • BSP-supervised trust corporation (ATRAM Trust Corporation)
    • SEC-regulatedCertification
    • BSP-supervised trust corporationCertification

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