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ATRAM and DragonFi formalize partnership

The collaboration brings together DragonFi’s technology-driven investment platform and ATRAM’s expertise as a leading independent asset and wealth manager in the Philippines.

ATRAM Trust Corporation (ATRAM) and DragonFi Securities, Inc. (DragonFi) have formally signed a strategic partnership aimed at making professionally managed investment solutions more accessible to Filipino investors through a seamless digital experience.

The collaboration brings together DragonFi’s technology-driven investment platform and ATRAM’s expertise as a leading independent asset and wealth manager in the Philippines. Through DragonFi’s role as an institutional trust agent of ATRAM Trust Corporation, investors will gain easier access to a range of professionally managed investment solutions designed to help them meet their long-term financial goals.

The partnership comes amid growing investor demand for international investment opportunities. Nearly two-thirds of investments sourced through the DragonFi platform have been directed toward the ATRAM Nasdaq Equity Opportunity Feeder Fund, making it one of the platform’s most popular global investment solutions. The strong traction highlights Filipino investors’ increasing appetite for exposure to global markets and some of the world’s leading technology and innovation-driven companies.

“We’re seeing more Filipinos take an active role in growing their wealth and exploring investment opportunities beyond traditional options”, said Andrew Caw, Chief Marketing Officer, ATRAM. “Through our partnership with DragonFi, we can make professionally managed investment solutions more accessible to a wider audience. The popularity of funds such as the ATRAM Nasdaq Equity Opportunity Feeder Fund also reflects investors’ increasing interest in global investing.”

“Filipino investors are increasingly looking beyond traditional investment options and seeking greater access to global markets,” said Jon Lim, Chief Executive Officer of DragonFi. “Our partnership with ATRAM allows us to combine DragonFi’s technology-driven platform with ATRAM’s investment management expertise, giving our clients a broader range of solutions in one seamless investing experience. An important part of our mission is to make sophisticated investment opportunities simpler, more accessible, and more relevant to the long-term wealth-building needs of Filipinos.”

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As digital adoption continues to reshape the investment landscape, ATRAM and DragonFi are committed to delivering innovative solutions that simplify investing while supporting greater financial literacy and inclusion.

The partnership reinforces both organizations’ shared objective of helping more Filipinos participate in global investment opportunities through trusted products, investor education, and accessible investment platforms.

Together, ATRAM and DragonFi aim to bridge the gap between technology and professional investment management, creating a more convenient and inclusive investing experience for Filipino investors.

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