We were delighted to host our 2nd annual event in Manila for the local wealth management industry.
Around 250 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Retail Banks, Trust Banks, Securities Firms, Insurance Companies and local Asset Management Firms.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Philippines Wealth Management Forum 2016
Shangri-La Makati, Philippines
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Anthony Campbell-Brown
AGDelta
Gaurav Malhotra
ASK Capital Management
Phillip Hagedorn
ATRAM Trust Corporation
David Varley
AXA
Aaron Mullins
Asiaciti Trust
Noel Andrada
BDO Unibank
Rafael Ayuste
BDO Unibank
Federico Ocampo
BDO Unibank
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MALAYSIA WEALTH MANAGEMENT FORUM 2024
Shangri-La Makati, Philippines
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8.40am
Registration
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9.00am
Welcome Address
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9.10am
Panel Discussion
What does ‘wealth management’ mean in the Philippines today?
- Who are the players? What motivates them to do wealth management?
- Is it a level playing field?
- Do trust banks understand their business models? What are they trying to achieve?
- Do they want to be experts on pensions? And on estate planning?
- Do other players in wealth management know what they want to achieve?
- Are firms focusing on the strength they have?
- What Initiatives do we need to help the development of the market?
- Do we need to be ‘open architecture’?
- Is a ‘private bank’ really relevant in the Philippines?
- The Philippines still has a ‘time deposit’ mentality - how can that change?
Chair
Speakers
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9.55am
Presentation - Can digitisation and robo-advisory make a difference to wealth management?
- Digital, automated advice - “robo-advisers” are likely to become a new norm
- How can robo-advisory help institutions, HNWIs?
- Best practices in robo-advisory
- Human advisory versus robo-advisers. Should they co-exist?
- Distribution of funds in AMCs
- Defining a robo-advisory value proposition
- Success stories
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10.05am
Presentation - New enterprise solutions for the wealth management industry
- As financial institutions move away from product distribution to advisory services, the spotlight on risk management and asset allocation is growing.
- With DPM services currently limited to high network clients, how can banks and fund managers partner together to offer discretionary-like investment solutions efficiently to serve a growing emerging affluent segment in Asia?
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10.15am
Panel Discussion
Compliance, regulation, tax and wealth structuring - are you confused?
- AML - meeting the challenges
- Do all institutions do their KYC seriously and consistently?
- Dealing with the reality of the regulatory burden, such as transparency and tax initiatives like FATCA and CRS - how prepared are you?
- On-boarding clients - what’s the best way to improve this process?
- What challenges to both new and old wealth face in preserving and protecting their business and personal assets?
- What advice do families need in terms of investing for growth and re-generating wealth?
- Who are the right professionals and advisers to engage in meeting the compliance, tax and wealth structuring challenges? How should you choose between them?
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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11.40am
Presentation - HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit
- One size doesn’t fit all in the HNW marketplace
- Find out which HNW products match up with the differing needs of HNW clients
- By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals
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11.50am
Panel Discussion
Enhancing the engagement with customers
- How do we get people to move from a ‘savings’ to an ‘investment’ mind-set?
- Are we adequately educating clients around investments? What can we do better?
- How do you provide training to front-liner staff? How can we improve?
- How do they sell the product?
- Do we have adequate tools to engage the customer - and help them become investors?
- Do we make people aware enough about the risks? Or just the rewards?
- Do we need a higher level of certification and professional development to be a wealth manager?
Chair
Speakers
Dr. Robert RamosSenior Vice President, Trust Officer and Chief Investment Officer
UnionBank of the Philippines
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12.35pm
Lunch & Networking
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1.25pm
Keynote Address - Developing the insurance industry in the Philippines
Atty. Dennis B FunaDeputy Insurance Commissioner
- How the insurance industry can develop
- Policy goals and roadmap
- Priorities for the year ahead
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1.40pm
Panel Discussion
The development of insurance and the evolution into wealth management
- Where are the biggest opportunities and challenges for insurance companies in the Philippines wealth management space?
- How do they become more aligned and appealing to the younger generation?
- Are insurance companies engaging customers as effectively as they could? And marketing to them in a way that resonates with them?
- What is the right digital strategy? And what’s the role for social media?
- How to enhance credibility and perception of agents in the eyes of consumers?
- Can the industry increase the number of productive agents - especially with younger talent?
- What can insurers do to better educate potential customers about their insurance-related needs and all the options available to them?
Chair
Speakers
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2.25pm
Head - to - Head Q & A - Compliance dilemma
- What do you feel are the greatest challenges for private banks and wealth managers at this time?
- What is AG Delta’s approach to solving these problems?
- How does that approach differ from that of AG Delta’s peers?
- AG Delta was once described by a Tier 1 bank as ‘the original robo-adviser fintech’. How does that title marry up with helping the banks rather than the usual understanding of robo-advisers dis-intermediating the banks?
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2.35pm
Refreshment & Networking
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3.05pm
Panel Discussion
Distributing wealth management products - digital vs bricks-and-mortar
- Where and how do people most buy wealth management products in the Philippines?
- How is the product distribution process changing - or likely to change in the next few years?
- What role is there for digital platforms? How will these impact how products get sold, and the types of products offered going forward?
- How can product manufacturers as well as the banks and other wealth management firms engage the younger generation more effectively?
- What regulatory changes are needed to remove some of the overlaps and encourage product innovation?
- Does the SEC need to allow more product diversity? Is blocking new products counterproductive - especially if they have been allowed elsewhere in the world?
- What’s the role of feeder funds and other ways to get more access to international markets?
Chair
Speakers
Dhawal KamathCountry Chief Executive Officer, Philippines, Head of Products SEA
EbixCash Financial Technology
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3.50pm
Panel Discussion
What’s the best investment advice you can give clients today
- How can clients really build a more diversified portfolio?
- How can we educate clients to have a long term mind-set?
- How can we make the engagement with investment solutions more ‘sticky’?
- How can we encourage customers to think about retirement differently?
- Life-stage financial management - what does that mean to you and your clients?
- Do clients understand the risks?
- What are the best ways to get more people invested - and investing regularly?
Chair
Speakers
Federico OcampoTrust and Investment Group Senior Vice President, Chief Investment Officer
BDO Unibank
Clement LeeDirector, Business Development, Head of Sales - Singapore & South-east Asia
Legg Mason Global Asset Management
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4.50pm
Forum Ends
Philippines Wealth Management Forum 2016
Shangri-La Makati,Philippines
Anthony Campbell-Brown
AGDelta
Gaurav Malhotra
ASK Capital Management
Phillip Hagedorn
ATRAM Trust Corporation
David Varley
AXA
Aaron Mullins
Asiaciti Trust
Noel Andrada
BDO Unibank
Rafael Ayuste
BDO Unibank
Federico Ocampo
BDO Unibank
Carlos Jalandoni
BPI Asset Management & Trust
Maria Paz A. Garcia
BPI Wealth
April Tan
COL Financial
Dreda Teresa D Mendoza
CTBC Bank
Sandeep Lalwani
EbixCash Financial Technology
Dhawal Kamath
EbixCash Financial Technology
Josefina Tiangco Tuplano
Emas Fintech
Stephen Lingard
Franklin Templeton
Dominic Volek
Henley & Partners
Nina D. Aguas
Insular Life
Clement Lee
Legg Mason Global Asset Management
Maria Lizette Perez
Metrobank & Trust
Roberto Vergara
Philippine Veterans Bank
Dennis B. Funa
Philippines Insurance Commission
Randell Tiongson
Registered Financial Planner Institute
Reynaldo Geronimo
Romulo
Rizalina G. Mantaring
Sun Life Financial
Valerie Pama
Sun Life Investment Management and Trust Corporation
Michael Gerard D. Enriquez
Sun Life Investment Management and Trust Corporation
Thomas Henze
Swiss Life Global Solutions
Steve Knabl
Swiss-Asia Financial Services
Leonardo Roxas Arguelles, Jr
Unicapital Group
Dr. Robert Ramos
UnionBank of the Philippines
Philippines Wealth Management Forum 2016
Shangri-La Makati,Philippines
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silver
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Philippines Wealth Management Forum 2016
Shangri-La Makati,Philippines