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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
Wealth management offering in Philippines - biggest priorities in 2018?
  • How do the different players – wealth management, insurance and banks compete or complement each other?
  • Asset management companies – what can we do to accelerate the business?
  • How important is digital today?
  • Offshore / onshore. Where is the long-term opportunity?
  • Who is making a commitment to building an onshore business and why?
  • Will we see an increased presence from offshore private banks in the Philippines?
  • How will it effect and influence domestic Private banks?
  • Is there a hybrid model where international banks can work with onshore banks?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • How is regional wealth management developing?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

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 Pacific
Lombard Odier
Michael Oliver Manuel
Chief Market Development Officer
Sun Life Financial
9.55am
Head - to - Head Q & A
Recent Trends and Developments in Investor Migration
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
  • Global trends and developments in investor migration
  • What’s driving investor migration for Asian HNWIs?
  • Key considerations for HNWIs in relation to residence and citizenship planning
10.05am
Presentation
Digital Wealth Management
Dhawal Kamath
Chief Executive Officer
Miles Software Solutions
10.15am
Panel discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
  • How are you making your business more efficient and streamlined?
  • Is building digital distribution important? Will all the bank branches disappear?
  • Build it yourself or PLUG & PLAY?
  • What digital trends are we seeing elsewhere?
  • Which technology solution provider do I choose?
  • What are the consequences of not doing enough or anything?
  • What is the client experience supposed to look like?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

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
Chief Executive Officer
Miles Software Solutions
11.00am
Presentation
Current Wealth Management Trends
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
  • Overview - Asia in General; GDP and Growth
  • Updates on Singapore and Hong Kong as Wealth Management Centres
  • Brief Updates on CRS and AEOI -
  • Tax Compliant Estate Planning Tools
11.10am
Refreshment & Networking
11.35am
Presentation
A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong
Sun Life Financial
  • Using Insurance as an Asset to reduce risk to your portfolio
  • Take advantage of the Wealth Structuring benefits of HNW Insurance
  • Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
11.50am
Presentation
How to protect your wealth with gold
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
  • What do I buy?
  • How do I buy it?
  • Where do I store it?
  • What are the risks to avoid?
  • How can I make money out of this opportunity?
12.05pm
Presentation
How to use Structured Investment Solutions in a changing market
Xavier Burkhardt
Executive Director
Leonteq Securities
  • A suitable solution for each market conditions
  • Benefit from market volatility
  • A great diversification tool
12.15pm
Panel discussion
Panel discussion Evolving the wealth management proposition in the Philippines – Helping Wealthy Families
  • Is there a move towards ‘advice’ in the Philippines? What does this mean?
  • Delivering advice – who needs it and who will pay for it?
  • What's the potential impact of CRS / Automatic Exchange of Information on you and your clients?
  • When will the amnesty programme be implemented?
  • How can local private banks become more competitive in the global private banking universe e.g. laws / regulations, booking vehicles, platforms, access etc?
  • How are you preparing for the next generation?
  • Estate and Succession Planning – how can you make the most of this opportunity?
  • What are some of the global and regional trends in wealth structuring and wealth planning?
  • What's the role of Insurance?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

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
12.50pm
Presentation
Is transparency the new norm?
Sebastien Hayoz
Managing Director
Asiaciti Trust

• An overview on the existing and recent regulations in terms of transparency

13.00pm
Lunch
13.50pm
Presentation
The World’s Leading Residence and Citizenship-by-Investment Programs
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
  • Overview of Immigration programmes
  • The leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Program
14.30pm
Presentation
Managed Accounts in Asia
Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners

Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.

  • What is a managed account?
  • How does it work?
  • Making money for clients with managed accounts
  • Why is a managed account relevant in Asia today?
  • Who is Axial Partners?
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Selling Funds - time to rebuild the engine and add a turbocharger?
  • Slow growth in fund distribution to retail – time to rebuild the engine and add a turbocharger?
  • Three regulators for funds – time for more consistency and simplification?
  • We love to talk about client education – but is there any evidence this is happening with focus and conviction? How will we improve the financial literacy of the Filipino investing public?
  • Is the regulatory regime under which wealth or asset managers in the Philippines operates in need of an urgent upgrade?
  • Will the unit-linked business continue to grow fastest?
  • Is there a move towards advice? Discretionary?
  • How are you thinking about fund selection and portfolio construction?
  • Open architecture – myth or reality?
  • What are the product strategies of the future?
  • Fintech and distribution – will it evolve in a meaningful way?
  • Product platforms – are you ready?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

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
16.15pm
Forum End