Helping Asian Wealth Management Communities interact

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?

 

May 25

Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila, Philippines

Featured sponsors
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Aaron Mullins

Asiaciti Trust

Ador Abrogena

BDO Unibank

Alex Narciso

Sun Life Financial

Andrew Ang

J O Hambro Capital Management

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event highlights
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Experience our latest event for yourself

Digital Wealth Asia Forum 2019

Makati Shangri-La Hotel, Manila,Philippines

We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.

More than 300 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...

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Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

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Event Agenda
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Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 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
    Hubbis

    Panel members

    Dr. Robert B. Ramos CFA, CAIA, CIPM
    Head of Trust and Investment Services Group
    UnionBank of the Philippines

    Ador Abrogena
    Executive Vice President, Trust and Investments Group
    BDO Unibank

    Chester (Chet) Luy, CFA
    Senior Executive Vice President, Head of Financial Advisory and Markets Group, and CEO and President, RCBC Forex Brokers Corporation
    RCBC

    Stella Cabalatungan
    Executive Vice President, Head of, Private Bank - Relationship Management
    BDO Private Bank

    Leonardo Roxas Arguelles, Jr
    President and Chief Executive Officer
    Unicapital Securities

    Juan Lizares
    First Vice President
    BDO Private Bank

    Panel Members

  • 9.55am

    WealthTalk - Building a future proof wealth management offering

    Sander Laugs

    Director of New Markets

    Bordier & Cie

  • 10.25am

    Presentation - Emergence of digital retail wealth

    Sandeep Lalwani

    Executive Director – Europe and APAC

    EbixCash Financial Technology (Formerly Miles Software)

    • Trends and opportunities
    • Impact on the industry
  • 10.35am

    Presentation - Investor migration and the rise of the global citizen

    Scott Moore, IMCM

    Director - Private Clients, Head of Philippines Office

    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
  • 10.45am

    Refreshment & Networking

  • 11.15am

    Presentation - Impact of a transparent world from a Philippines perspective

    Dicky Fong

    Head, Institutional Sales, North Asia

    Amicorp Group

    • 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?
  • 11.25am

    WealthTalk - Impact investing from an Asian family office perspective

    Tuck Meng Yee

    Partner

    JRT Partners

  • 11.35am

    Presentation - ETF evolution

    Christian Obrist

    Director, Head of iShares Wealth and Asset Management Distribution, Asia ex-Japan

    BlackRock

    • 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?
  • 11.50am

    Presentation - How to stay flexible in a volatile new world

    Justin Wells

    Investment Director

    Merian Global Investors

    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?

Afternoon

  • 12.00pm

    Head - to - Head Q & A - The active-versus-passive debate

    Andrew Ang

    Director of Asian Sales

    J O Hambro Capital Management

  • 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
    Hubbis

    Panel members

    Patrick Cheng
    Senior Vice President, Head of Trust and Asset Management
    China Bank Corporation

    Maria Paz Garcia
    Vice President, Risk Management and Compliance
    Bank of the Philippine Islands

    Severino Sumulong
    Director, Business Development
    Equiom Group

    Nigel Rivers
    Founder and Chief Executive Officer
    Capital Solutions

    Angel Marie L. Pacis
    Founder and President
    KnowledgeLinks Wealth Solutions

    Panel Members

  • 12.55pm

    Lunch

  • 13.45pm

    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
    Hubbis

    Panel members

    Roberto Vergara
    Chief Trust Officer & Trust Banking Group Head
    Philippine National Bank

    Nina D. Aguas
    Chief Executive Officer
    Insular Life

    Alex Narciso
    Chief Agency Distribution Officer, Philippines
    Sun Life Financial

    Wen Yen Choo
    Specialist Sales, ASEAN, Citi Private Client Solutions
    Citi

    Reynaldo G. Geronimo
    Partner, Banking & Finance & Taxation Departments
    Romulo

    Panel Members

  • 14.25pm

    Presentation - The art of advanced structuring in wealth creation

    Aaron Mullins

    Managing Director, Asiaciti Trust Singapore

    Asiaciti Trust

    • 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
  • 14.35pm

    WealthTalk - Regulations and business: striking a balance from a business perspective

    Rafael Ayuste

    Senior Vice President and Trust Officer

    BDO Unibank

  • 14.45pm

    WealthTalk - Security in the age of uncertainty - IFCs

    Elise Donovan

    Director

    BVI House Asia

  • 14.55pm

    WealthTalk - Taking Asia’s independent community to the next level

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

  • 15.05pm

    Refreshment & Networking

  • 15.30pm

    WealthTalk - Who are the Millennials, and what do they want to invest in?

    Steven Seow

    Executive Director

    Singapore Consultancy

  • 15.40pm

    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
    Hubbis

    Panel members

    Augusto M. Cosio
    President
    First Metro Asset Management

    Michael Ferrer
    Managing Director
    ATR Asset Management

    Steve Knabl
    Chief Operating Officer & Managing Partner, Swiss Asia
    President, Association of Independent Asset Managers (Singapore)

    Panel Members

  • 16.20pm

    Presentation - The question is... do you want to be known for being smart, or for being wise?

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • The skills you need for a new age of wealth management
  • 16.35pm

    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
    Hubbis

    Panel members

    Josefina Tiangco Tuplano
    Executive Vice President,Trust Officer,Trust Banking Group
    Metropolitan Bank & Trust

    Michael Gerard D. Enriquez
    Chief Investment Officer
    Sun Life Financial

    April Tan
    Vice President, Head of Research Department
    COL Financial

    Simon Lints
    Chief Executive Officer - Singapore
    Cazenove Capital

    Panel Members

  • 17.15pm

    Forum End

May 25

Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila,Philippines

Speakers

Aaron Mullins

Asiaciti Trust

Ador Abrogena

BDO Unibank

Alex Narciso

Sun Life Financial

Andrew Ang

J O Hambro Capital Management

Angel L. Pacis

KnowledgeLinks Wealth Solutions

April Tan

COL Financial

Augusto M. Cosio

First Metro Asset Management

Chester Luy, CFA

RCBC

Christian Obrist

BlackRock

Christiane Laarnie R. Cancio

RCBC

David MacDonald

Hubbis

Dicky Fong

Amicorp Group

Dr. Robert Ramos

EastWest Bank

Elise Donovan

BVI House Asia

Joe Teng

Amicorp Group

Josefina Tiangco Tuplano

Metrobank

Juan Lizares

BDO Private Bank

Justin Wells

Merian Global Investors

Leonardo Roxas Arguelles, Jr

Unicapital Group

Maria Paz A. Garcia

BPI Asset Management & Trust

Michael Ferrer

ATR Asset Management

Michael Gerard D. Enriquez

Sun Life Financial

Nigel Rivers

Capital Solutions

Nina D. Aguas

Insular Life

Patrick Cheng

China Banking Corporation

Rafael Ayuste

BDO Unibank

Reynaldo Geronimo

Romulo

Roberto Vergara

Philippine Veterans Bank

Rory Caines

BlackRock

Sandeep Lalwani

EbixCash Financial Technology (Formerly Miles Software)

Sander Laugs

Bordier & Cie

Scott Moore, IMCM

Henley & Partners

Severino Sumulong

Equiom Group

Simon Lints

Schroders Wealth Management

Stella Cabalatungan

BDO Private Bank

Steve Knabl

Swiss-Asia Financial Services

Steven Seow

Singapore Consultancy

Tuck Meng Yee

JRT Partners

Wen Yen Choo

Citi

May 25

Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila,Philippines

Sponsors

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silver

bronze

May 25

Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila,Philippines

Past Event Highlights

We were delighted to host our 2nd annual event in Manila for the local wealth management industry. Around 250 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

 

“[The event] has many marketing people from distributors talking with product providers. This is worthwhile to attend and we can see this from the large numbers of people here.”

Frederico Ocampo, Senior Vice President, Chief Investment Officer, Trust and Investments Group, BDO Unibank

May 25

Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila,Philippines