PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Shangri-La Makati,Philippines

Hubbis is delighted to have hosted a very successful Philippines Wealth Management Forum for 2024, which took place on Wednesday 20th March.

Many thanks to our forum partners: Henley & Partners, Evooq, J. Rotbart & Co., Premia Partners, additiv, Global Precious Metals, Janus Henderson Investors, Ocorian, Valuefy, and Wealtra.

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

The Photos

The Content Summary

The LinkedIn Post about the Forum

 

Panel Discussions

Panel 1 - Trends, Opportunities and Challenges for the Industry
CLICK HERE to view this panel discussion On Demand.

Panel 2 - Evolving the Platform and Proposition: Improving the Client Experience
CLICK HERE to view this panel discussion On Demand.
CLICK HERE to view the write up of the comments made by Dr Robert Ramos, President & CEO of RCBC Trust Corporation who participated on this panel.

Panel 3 - Wealth Planning and Structuring – Understanding the Needs of Our Clients
CLICK HERE to view this panel discussion On Demand.

Panel 4 - Curating a Relevant and Professional Investment & Advisory Proposition for Private Clients
CLICK HERE to view the Write-Up of this presentation.

 

Presentations

The Digital Future of Wealth Management in the Philippines: Insights from Mathieu Cambou
CLICK HERE to view this presentation On Demand.
CLICK HERE to view the Write-Up of this presentation.

Gold Expert Joshua Rotbart on The Rising Role for Gold in a De-Dollarising World
CLICK HERE to view this presentation On Demand.
CLICK HERE to view the Write-Up of this presentation.

Wealth Migration, BRICS Influence, and University Degrees with a Passport, presented by Scott Moore, IMCM, Managing Director at Henley & Partners
CLICK HERE to view this presentation On Demand.

Reimagining the Financial Services Value Chain through Embedded Finance, presented by Anurag Pandey, Head of APAC Market  at additiv
CLICK HERE to view this presentation On Demand.

Benefits of Using Foreign Trusts for Wealth Filipino Families, presented by Sharon Yam, Country Head, Ocorian Singapore, and Head of Private Clients at Ocorian
CLICK HERE to view this presentation On Demand.
 

Workshop - Philippine Global Families: Key Domestic and International Legal, Tax, and Regulatory Developments Affecting Global Philippine Families
CLICK HERE to view the write-up of this workshop. Or CLICK HERE to view this workshop On Demand.

 

We look forward to welcoming you to the Philippines Wealth Management Forum 2025 which takes place on Wednesday 26th March, 2025.

Want to secure your place at the forum? CLICK HERE to register to attend.

And want to become a speaker, present, or partner next year's forum? CLICK HERE to find out more about the options.