Philippines Wealth Management Forum 2018

We were delighted to host our 4th annual event in Manila for the Wealth Management Community, where more than 250 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thanks to our sponsors: Axial Partners, Henley & Partners, Hawksford, J. Rotbart & Co., Leonteq Securities, Miles Software Solutions, Saffron Robo, Asia Yachting, Asiaciti Trust, ERI Banking Software, Finantix, Sun Life Financial, ATR Asset Management, Generali

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more. 

Event Summary 

Wealth Management in the Philippines – an evolving landscape
The Philippines Wealth Management Forum provided the ideal platform for the positive energy of a growing market and gave delegates a huge amount of information and ideas. Delegates were armed with strategies for the future, which for the time being appears very bright. The wealth market in the Philippines might be youthful, but that youthfulness is full of vitality and interest. 

Video Highlights

At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Christian Senn Credit Suisse Private Banking
Michael Ferrer ATR Asset Management
Stella Cabalatungan BDO Private Bank
Dominic Volek Henley & Partners
Dhawal Kamath Miles Software Solutions
Albert S. Yeo BDO Private Bank
Vincent Magnenat Lombard Odier
Anthony J. Harper Axial Partners
Sebastien Hayoz Asiaciti Trust
Juan Lizares BDO Private Bank
Thomas Tse Finantix Around
Angel Marie L. Pacis KnowledgeLinks Wealth Solutions
Roberto Vergara
Michael Gerard D. Enriquez Sun Life Financial
Carlos Jalandoni BPI Asset Management & Trust
Caroline Tinio Philam Asset Management
Joshua Rotbart J. Rotbart & Co.
Deanno J. Basas ATRAM Trust

Panel Discussions 

We held 4 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

Wealth management & the Philippines: Experts shine light on the future path
The first panel of the Hubbis Philippines Wealth Management Forum in Manila set the scene for the day’s discussions when a panel of experts opined on their perspectives how client needs will evolve and how the wealth advisory industry will adapt and improve.

Panel Members
Christian Senn Managing Director, Market Group Philippines Market, Credit Suisse Private Banking
Stella Cabalatungan Executive Vice President, Head of Private Bank - Relationship Management, BDO Private Bank
Michael Ferrer Managing Director, ATR Asset Management
Vincent Magnenat Chief Executive Officer of Asia, Lombard Odier
Michael Oliver Manuel Chief Market Development Officer, Sun Life Financial

Can digitalisation make wealth management faster, cheaper and better?
Experts gathered at the second panel discussion of the Philippines Wealth Management Forum to discuss emerging digital trends including distribution, plug-and-play versus bespoke design and the consequences of falling behind in the call-to-arms of the digital age.

Panel Members
Xavier Burkhardt Executive Director, Leonteq Securities
Anthony J. Harper Chief Executive Officer and Co-Founder, Axial Partners
Thomas Tse Sales Director, APAC, Finantix
Adrian Williamson Director - Asia, ERI Banking Software
Dhawal Kamath Senior Vice President - Products, Investments, Miles Software Solutions

Evolving the wealth management proposition in the Philippines
Panellists came together to put forward their views on the best ways to handle regulatory reform to help high net worth families. Educating clients and encouraging full disclosure and a squeaky-clean balance sheet are key in preventing liability.

Panel Members
Angel Marie L. Pacis Founder and President, KnowledgeLinks Wealth Solutions
Irene Lee Business Development Director, Intermediary and Partnership, Hawksford
David Varley Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial
Sebastien Hayoz Managing Director, Asiaciti Trust
Gez Owen Managing Director & General Counsel, Hubbis

Selling funds - time to rebuild the engine and add a turbocharger?
An expert panel of wealth management professionals gathered at the Hubbis Philippines Wealth Management event to air their views on the best ways to support fund growth whilst battling regulation and ensuring clients are financially literate, with inclusiveness a strategic goal.

Panel Members
Juan Lizares First Vice President, BDO Private Bank
Michael Gerard D. Enriquez Chief Investment Officer, Sun Life Financial
Caroline Tinio Vice President, Head of Partnership Distribution,Philam Asset Management
Carlos Jalandoni Vice President, Head of Credit & Research, BPI Asset Management & Trust
Deanno J. Basas President & Managing Director, ATRAM Trust

Presentations

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view.

The Philippines: Henley’s leading SE Asian market
Hubbis conducted a head-to-head interview with Dominic Volek, Managing Partner and Head of Southeast Asia at Henley & Partners during the Philippines Wealth Management Forum in Manila. Delegates learned just how important a market it is for Henley.

Bringing Business Transformation Through Digital Wealth Management
Dhawal Kamath, the products and investment manager at Miles Software Solutions, gave a light-hearted but informative presentation demonstrating the many uses and benefits of a digital wealth management solution for clients, which audience members got to experience first-hand.
View Slides
 

Wealth management in Asia: Rapid growth amidst regulatory proliferation management
Irene Lee, Business Development Director, Intermediary and Partnership at Hawksford in Asia, shared some of her deep insights into wealth management trends in Asia, as the market faces the challenges of tightening tax regulations and intensifying global and local oversight.

How can Asian Clients Protect their Wealth with Gold?
‘Gold is a treasure. He who possesses it does all he wishes in this world...” Those, reportedly, are the words of Christopher Columbus, 1451-1506. That might be somewhat of an exaggeration today, but Joshua Rotbart, Managing Director of J. Rotbart & Co, argues that physical should form part of any wealth portfolio.
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Structured Products: A useful tool for foreign investments
Structured investment products can help wealth managers and HNW investors protect capital and participate in the upside potential of assets or markets. Xavier Burkhardt, Executive Director, Leonteq Securities presented at the Philippines Wealth Management Forum in Manila to highlight their appeal in more changeable market conditions.
View Slides

Is Transparency the New Norm?
Sebastien Hayoz, Managing Director at Asiaciti Trust, spoke at the Hubbis Philippines Wealth Management Forum in Manila. Hayoz gave an overview of the current transparency situation and its effects upon wealth management strategy.
View Slides

Managed accounts and Asia: Right product and right time for Asia’s HNWIs
Managed accounts are growing in stature in Asia’s wealth management industry. Owned by individuals, managed by a professional entity, they are now worth USD 5 trillion in the US alone. Anthony J. Harper, CEO & co-founder of Axial Partners presented a workshop on what is one of the fastest growing segments of the wealth market.
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Residence and Citizenship Options Tailored for HNWIs from the Philippines 
Scott Moore, Country Head for the Philippines at Henley & Partners, presented a Workshop on overseas residence and citizenship options at the Hubbis Wealth Management Forum in Manila. He has seen rapidly growing interest amongst high net worth and ultra-HNW clients from the Philippines. 
View Slides