A new chapter for wealth management in the Philippines
We were delighted to host our 3rd annual event for the wealth management community in the Philippines.
Who attended?
Over 220 leading professionals servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.
What was covered?
We focused on the following themes –
- Domestic Philippines affluent and HNW clients
- Success stories and best practices – especially from overseas
- Debating key issues with industry leaders
- Exploring how we add value to our clients and manage expectations
- Building capacity and capability in Philippines wealth management
- Wealthy business families – how do we meet their needs?
- Insurance – finding relevant solutions for Philippines clients
- The chicken and the egg: the asset management dilemma
- How will you navigate the investment markets in 2017?
Philippines Wealth Management Forum 2017
Makati Shangri-La Hotel, Manila, Philippines

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Michael Ferrer
ATR Asset Management

Joe Teng
Amicorp Group

Dicky Fong
Amicorp Group

Aaron Mullins
Asiaciti Trust

Stella Cabalatungan
BDO Private Bank

Juan Sabino P. Lizares
BDO Private Bank

Ador Abrogena
BDO Unibank

Rafael Ayuste
BDO Unibank
Why you should attend Hubbis events

Experience our latest event for yourself
HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023
Makati Shangri-La Hotel, Manila, Philippines
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...
read moreGet involved in Hubbis events

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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Panel Discussion
Building capacity and capability in wealth management in the Philippines
- What’s driving growth in the Philippines wealth management market?
- What do we need to do to move faster?
- What are the needs of your clients? How can you help them?
- Onshore / offshore
- Do it yourself or partner with someone else?
- How can we develop the advisory proposition and make money out of it?
- Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
- What’s the training and competency framework that’s relevant and most effective?
- The role of digital – does it really matter?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Dr. Robert B. Ramos CFA, CAIA, CIPM
Head of Trust and Investment Services Group
UnionBank of the PhilippinesAdor Abrogena
Executive Vice President, Trust and Investments Group
BDO UnibankChester (Chet) Luy, CFA
Senior Executive Vice President, Head of Financial Advisory and Markets Group, and CEO and President, RCBC Forex Brokers Corporation
RCBCStella Cabalatungan
Executive Vice President, Head of, Private Bank - Relationship Management
BDO Private BankLeonardo Roxas Arguelles, Jr
President and Chief Executive Officer
Unicapital SecuritiesJuan Lizares
First Vice President
BDO Private BankSpeakers
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9.55am
WealthTalk - Building a future proof wealth management offering
- The relevance of private banking today in Asia
- The wave of consolidation: will we see more?
- The challenges in building a successful and relevant offering
- How to get your positioning right
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10.25am
Presentation - Emergence of digital retail wealth
- Trends and opportunities
- Impact on the industry
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10.35am
Presentation - Investor migration and the rise of the global citizen
- 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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10.45am
Refreshment & Networking
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11.15am
Presentation - Impact of a transparent world from a Philippines perspective
- What is CRS? what is FATCA?
- How many countries have committed to this CRS?
- AEOI – Automatic Exchange Of Information
- Time for reporting, what to report?
- Why would the major financial centers commit to CRS and FATCA?
- How does the complaint and transparent environment affect the Philippines?
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11.25am
WealthTalk - Impact investing from an Asian family office perspective
- Why do impact investing?
- What do we look for?
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11.35am
Presentation - ETF evolution
- Exchange traded funds (ETFs) have experienced explosive growth over the past decade, topping USD3.5 trillion in assets under management at the end of 2016
- Why have ETFs become so popular and what are some of the prevailing trends impacting Asia today?
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11.50am
Presentation - How to stay flexible in a volatile new world
What enables a portfolio to outperform in foul weather as well as fair? Part of the answer may be the portfolio’s agility to adapt its stock selection techniques – deploying a diverse range of investment styles according to the prevailing market environment. Thereby avoiding the risk of becoming trapped by more permanent or concentrated style dependency. Justin Wells will explain how the team’s alternative investment process works in different markets, but also how it contrasts with the offerings of other conventional active equity portfolios. In addition, he will also use real life examples to further demonstrate how this process works, specifically:
- How a fund manager can build a repeatable, dispassionate & unconstrained investment process to more consistently generate alpha?
- Why a more flexible approach to stock selection can adapt efficiently in very different market environments ?
- How such an approach to stock selection can generate a complimentary return structure to more style concentrated peers?
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12.00pm
Head - to - Head Q & A - The active-versus-passive debate
- Why have investors moved more passive? What is ‘wrong’ with the active management industry?
- Why is JOHCM different as an active manager?
- What can JOHCM offer to investors in Philippines?
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12.10pm
Panel Discussion
Wealthy business families in the Philippines – how do we meet their needs?
- How does CRS and information exchange create challenges or opportunities for you?
- Is this driving clients to get advice for the first time?
- What is the current level of knowledge and activity around preserving and protecting wealth?
- How do clients currently think about succession planning? What solutions do they use?
- How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Patrick Cheng
Senior Vice President, Head of Trust and Asset Management
China Bank CorporationMaria Paz Garcia
Vice President, Risk Management and Compliance
Bank of the Philippine IslandsSeverino Sumulong
Director, Business Development
Equiom GroupNigel Rivers
Founder and Chief Executive Officer
Capital SolutionsAngel Marie L. Pacis
Founder and President
KnowledgeLinks Wealth SolutionsSpeakers
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12.55pm
Lunch & Networking
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1.45pm
Panel Discussion
Insurance – finding relevant solutions for Philippine clients
- What are the priorities for insurance companies to develop their offerings to capture more of the growth in wealth?
- How do we drive the right types of needs-based conversations with our clients?
- How do we diversify the types of insurance products and solutions we sell to our clients?
- What’s most suitable to clients – such as variable products, unit-linked policies and term?
- Where is new business going to come from over the next 5 to 10 years?
- What are the right tools and ways to engage clients today – and also the next generation?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Roberto Vergara
Chief Trust Officer & Trust Banking Group Head
Philippine National BankNina D. Aguas
Chief Executive Officer
Insular LifeAlex Narciso
Chief Agency Distribution Officer, Philippines
Sun Life FinancialWen Yen Choo
Specialist Sales, ASEAN, Citi Private Client Solutions
CitiReynaldo G. Geronimo
Partner, Banking & Finance & Taxation Departments
RomuloSpeakers
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2.25pm
Presentation - The art of advanced structuring in wealth creation
- How using offshore structures early in the wealth creation cycle can allow wealth to grow expeditiously in a near tax-free environment
- Doing this legally in the Philippines can mean paying early upfront tax charges – but this should be welcomed rather than feared or avoided
- Any efforts to try and hide assets offshore rather than legally use the options available is now a losing strategy
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2.35pm
WealthTalk - Regulations and business: striking a balance from a business perspective
- How to manage the compliance burden
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2.45pm
WealthTalk - Security in the age of uncertainty - IFCs
- Anti-globalisation and protectionism
- Role of international finance centres in Asian wealth planning
- Merits of IFCs to the global economy
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2.55pm
WealthTalk - Taking Asia’s independent community to the next level
- What’s the opportunity for independent/external asset management firms in Asia?
- How to drive growth and greater industry collaboration
- Fostering best practices
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3.05pm
Refreshment & Networking
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3.30pm
WealthTalk - Who are the Millennials, and what do they want to invest in?
- Profiling the next generation
- Providing relevant investment choices
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3.40pm
Panel Discussion
The chicken and the egg: the asset management dilemma
- What can be done to facilitate mutual fund distribution in a meaningful way?
- Is it likely that we can deepen fund penetration?
- Instead of fishing in the same pond – how can we create new demand and interest for funds?
- Do we need to expand the product range? Especially given the simple demands of clients.
- How do we move from ‘pushing’ product to taking a long-term solutions-type approach?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Augusto M. Cosio
President
First Metro Asset ManagementMichael Ferrer
Managing Director
ATR Asset ManagementSteve Knabl
Chief Operating Officer & Managing Partner, Swiss Asia
President, Association of Independent Asset Managers (Singapore)Speakers
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4.20pm
Presentation - The question is... do you want to be known for being smart, or for being wise?
- The skills you need for a new age of wealth management
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4.35pm
Panel Discussion
How will you navigate the investment markets in 2017?
- Where do you see the biggest investment opportunities and challenges?
- How do clients think today? And how do you manage their expectations?
- How will geo-political risks impact the landscape?
- To what extent do Philippines clients really want to diversify their portfolios?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Josefina Tiangco Tuplano
Executive Vice President,Trust Officer,Trust Banking Group
Metropolitan Bank & TrustMichael Gerard D. Enriquez
Chief Investment Officer
Sun Life FinancialApril Tan
Vice President, Head of Research Department
COL FinancialSimon Lints
Chief Executive Officer - Singapore
Cazenove CapitalSpeakers
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5.15pm
Forum Ends
Philippines Wealth Management Forum 2017
Makati Shangri-La Hotel, Manila,Philippines


Michael Ferrer
ATR Asset Management

Joe Teng
Amicorp Group

Dicky Fong
Amicorp Group

Aaron Mullins
Asiaciti Trust

Stella Cabalatungan
BDO Private Bank

Juan Sabino P. Lizares
BDO Private Bank

Ador Abrogena
BDO Unibank

Rafael Ayuste
BDO Unibank

Maria Paz A. Garcia
BPI Wealth

Elise Donovan
BVI House Asia

Christian Obrist
BlackRock

Rory Caines
BlackRock

Sander Laugs
Bordier & Cie

April Tan
COL Financial

Nigel Rivers
Capital Solutions

Patrick Cheng
China Banking Corporation

Wen Yen Choo
Citi

Dr. Robert Ramos
EastWest Bank

Sandeep Lalwani
EbixCash Financial Technology

Josefina Tiangco Tuplano
Emas Fintech

Severino Sumulong
Equiom Group

Augusto M. Cosio
First Metro Asset Management

Scott Moore, IMCM
Henley & Partners

David MacDonald
Hubbis

Nina D. Aguas
Insular Life

Andrew Ang
J O Hambro Capital Management

Tuck Meng Yee
JRT Partners

Angie L. Pacis
KnowledgeLinks Wealth Solutions

Steven Seow
Mercer

Justin Wells
Merian Global Investors

Roberto Vergara
Philippine Veterans Bank

Christiane Laarnie R. Cancio
RCBC

Chester Luy, CFA
RCBC

Reynaldo Geronimo
Romulo

Simon Lints
Schroders Wealth Management

Alex Narciso
Sun Life Financial

Michael Gerard D. Enriquez
Sun Life Investment Management and Trust Corporation

Steve Knabl
Swiss-Asia Financial Services

Leonardo Roxas Arguelles, Jr
Unicapital Group
Philippines Wealth Management Forum 2017
Makati Shangri-La Hotel, Manila,Philippines

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Philippines Wealth Management Forum 2017
Makati Shangri-La Hotel, Manila,Philippines

We were delighted to host our 3rd annual event in Manila for the local wealth management industry. Around 220 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Retail Banks, Trust Banks, Securities Firms, Insurance Companies and local Asset Management Firms.
Event Summary
A need for more investment and conviction in the Philippines
The country faces a variety of hurdles to develop its wealth management industry. Overcoming risk-aversion to turn more savings into investments, expanding the product range, and developing more advisory capability are all key ways to breed investor confidence and engagement.
Other Highlights
Testimonials
“The attendance was great and the coverage of all the key topics has been really good, including client engagement, regulation, new products and digital trends.”
Maria Lizette Perez, Head, Private Banking Division, Metropolitan Bank & Trust
Philippines Wealth Management Forum 2017
Makati Shangri-La Hotel, Manila,Philippines