Full Agenda

Welcome Address
Michael Stanhope
Chief Executive Officer
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?
Recent Trends and Developments in Investor Migration
  • 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
Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners
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?
Current Wealth Management Trends
Irene Lee
Business Development Director, Asia
  • Overview - Asia in General; GDP and Growth
  • pdates on Singapore and Hong Kong as Wealth Management Centres
  • rief Updates on CRS and AEOI -
  • Tax Compliant Estate Planning Tools
Refreshment & Networking
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
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?
Panel discussion
Opportunities and Challenges - evolving the wealth management proposition in the Philippines
  • 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 can 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 generations?
  • Estate and Succession Planning – how can you make the most of this opportunity?
Room A – Workshop
Room B – Workshop
Room A – Workshop
Room B – Workshop
Refreshment & Networking
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?
Panel discussion
Product Manufacturers
  • What products do you have that you feel would be most valuable to clients in Philippines?
  • What are your best and worst predications for this year?
  • What are HNW clients elsewhere in Asia buying today?
  • Multi asset, income generation and liquid alternatives – what will be the main themes for 2018? What strategies will enable investors get higher returns today?
  • Where do you now turn to drive long-term returns for a portfolio?
  • What alternative investments are there for HNW clients and why are they relevant?
  • What’s the increasing role of Physical Gold?
  • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?
  • Active vs Passive
  • Opportunities in structured products?
  • How do you access China?