A new chapter for wealth management in the Philippines

We were delighted to host our 3rd annual event for the wealth management community in the Philippines.

Who attended?

Over 220 leading professionals servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.

What was covered?

We focused on the following themes – 

  • Domestic Philippines affluent and HNW clients
  • Success stories and best practices – especially from overseas
  • Debating key issues with industry leaders
  • Exploring how we add value to our clients and manage expectations
  • Building capacity and capability in Philippines wealth management
  • Wealthy business families – how do we meet their needs?
  • Insurance – finding relevant solutions for Philippines clients
  • The chicken and the egg: the asset management dilemma
  • How will you navigate the investment markets in 2017?



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