We are delighted to host our 4th annual event for the wealth management community in the Philippines.

This is a must-attend fixture in the industry’s calendar for those individuals and organisations serious about developing their wealth management offering. This event is for anyone servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.

As with any evolving market, there is a need for more client education, conducive and consistent regulation across wealth and asset management, higher standards of professionalism and service within the local industry, a wider range of investment options, more scalable platforms, and more expertise within all areas of the business. 

With three different regulators responsible for oversight for banking, asset management and insurance, there is no level playing field to provide products and services in an efficient way. There is also a need for a more structured and comprehensive approach to professional development.

We have designed this agenda to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move to the next level.

Key also to the content is providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing and managing wealth management offerings – and regulation – elsewhere in Asia.