We were delighted to host our 4th annual event in Manila for the Philippines Wealth Management Community.
Over 250 CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms attended.
We appreciate the partnership of 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
Philippines Wealth Management Forum 2018
Fairmont Makati, Philippines
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Michael Ferrer
ATRAM
Deanno Basas
ATRAM
Sebastien Hayoz
Asiaciti Trust
Anthony J. Harper
Axial Partners
Stella Cabalatungan
BDO Private Bank
Juan Sabino P. Lizares
BDO Private Bank
Carlos Jalandoni
BPI Asset Management & Trust
Christian Senn
Credit Suisse Wealth Management
Why you should attend Hubbis events
Experience our latest event for yourself
PHILIPPINES WEALTH MANAGEMENT FORUM 2024
Fairmont Makati, Philippines
We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...
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8.40am
Registration
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9.00am
Welcome Address
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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
Speakers
Vincent MagnenatLimited Partner, Global Head of Strategic Alliances, Asia Regional Head
Lombard Odier
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9.55am
Head - to - Head Q & A - 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
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10.05am
Presentation - Digital Wealth Management
Dhawal KamathCountry Chief Executive Officer, Philippines, Head of Products SEA
EbixCash Financial Technology
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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
Speakers
Dhawal KamathCountry Chief Executive Officer, Philippines, Head of Products SEA
EbixCash Financial Technology
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11.00am
Presentation - Current Wealth Management Trends
- 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
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11.10am
Refreshment & Networking
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11.35am
Presentation - A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
- 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
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11.50am
Presentation - How to protect your wealth with gold
- 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?
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12.05pm
Presentation - How to use Structured Investment Solutions in a changing market
- A suitable solution for each market conditions
- Benefit from market volatility
- A great diversification tool
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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
Speakers
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12.50pm
Presentation - Is transparency the new norm?
• An overview on the existing and recent regulations in terms of transparency
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1.00pm
Lunch & Networking
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1.50pm
Presentation - The World’s Leading Residence and Citizenship-by-Investment Programs
- 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
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2.30pm
Presentation - Managed Accounts in Asia
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?
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3.10pm
Refreshment & Networking
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3.30pm
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
Speakers
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4.15pm
Forum Ends
Philippines Wealth Management Forum 2018
Fairmont Makati,Philippines
Michael Ferrer
ATRAM
Deanno Basas
ATRAM
Sebastien Hayoz
Asiaciti Trust
Anthony J. Harper
Axial Partners
Stella Cabalatungan
BDO Private Bank
Juan Sabino P. Lizares
BDO Private Bank
Carlos Jalandoni
BPI Asset Management & Trust
Christian Senn
Credit Suisse Wealth Management
Adrian Williamson
ERI
Dhawal Kamath
EbixCash Financial Technology
Irene Lee
Hawksford
Scott Moore, IMCM
Henley & Partners
Dominic Volek
Henley & Partners
Joshua Rotbart
J. Rotbart & Co.
Angie L. Pacis
KnowledgeLinks Wealth Solutions
Xavier Burkhardt
Leonteq
Vincent Magnenat
Lombard Odier
Caroline Tinio
Philam Asset Management
David Varley
Sun Life
Michael Oliver Manuel
Sun Life Financial
Michael Gerard D. Enriquez
Sun Life Investment Management and Trust Corporation
Thomas Tse
WeInvest
Philippines Wealth Management Forum 2018
Fairmont Makati,Philippines
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Philippines Wealth Management Forum 2018
Fairmont Makati,Philippines
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.
View Slides
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.
View Slides
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
Philippines Wealth Management Forum 2018
Fairmont Makati,Philippines