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

 

 

May 24

Philippines Wealth Management Forum 2018

Fairmont Makati, Philippines

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Xavier Burkhardt

Leonteq Securities

Christian Senn

Credit Suisse Private Banking

Anthony J. Harper

Axial Partners

Adrian Williamson

ERI Banking

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.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    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 Pacific

    Lombard Odier

    Michael Oliver Manuel

    Chief Market Development Officer

    Sun Life Financial

  • 9.55am

    Head - to - Head Q & A - Recent Trends and Developments in Investor Migration

    Dominic Volek

    Managing Partner, Member of the Executive Committee and Group Head of Sales

    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
  • 10.05am

    Presentation - Digital Wealth Management

    Dhawal Kamath

    Country Chief Executive Officer, Philippines, Head of Products SEA

    EbixCash Financial Technology (Formerly Miles Software)

  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Xavier Burkhardt

    Executive Director

    Leonteq Securities

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    Thomas Tse

    Head of Sales, North Asia

    WeInvest

    Adrian Williamson

    Director - Asia

    ERI Banking

    Dhawal Kamath

    Country Chief Executive Officer, Philippines, Head of Products SEA

    EbixCash Financial Technology (Formerly Miles Software)

  • 11.00am

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • 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
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world

    David Varley

    Chief High Net Worth Officer, 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
  • 11.50am

    Presentation - 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?
  • 12.05pm

    Presentation - How to use Structured Investment Solutions in a changing market

    Xavier Burkhardt

    Executive Director

    Leonteq Securities

    • A suitable solution for each market conditions
    • Benefit from market volatility
    • A great diversification tool
  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Angie L. Pacis

    Founder, President

    KnowledgeLinks Wealth Solutions

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    Sebastien Hayoz

    Managing Director

    Asiaciti Trust

    Gez Owen

    General Counsel and Head of Content

    Hubbis

  • 12.50pm

    Presentation - Is transparency the new norm?

    Sebastien Hayoz

    Managing Director

    Asiaciti Trust

    • An overview on the existing and recent regulations in terms of transparency

  • 13.00pm

    Lunch

  • 13.50pm

    Presentation - The World’s Leading Residence and Citizenship-by-Investment Programs

    Scott Moore, IMCM

    Director - Private Clients, Head of Philippines Office

    Henley & Partners

    • 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
  • 14.30pm

    Presentation - Managed Accounts in Asia

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    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?
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Juan Lizares

    Senior Vice President & Head of Trust

    BDO Private Bank

    Michael Gerard D. Enriquez

    Chief Investments 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

  • 16.15pm

    Forum End

May 24

Philippines Wealth Management Forum 2018

Fairmont Makati,Philippines

Speakers

Xavier Burkhardt

Leonteq Securities

Christian Senn

Credit Suisse Private Banking

Anthony J. Harper

Axial Partners

Adrian Williamson

ERI Banking

Caroline Tinio

Philam Asset Management

Deanno J. Basas

ATRAM Trust

Dominic Volek

Henley & Partners

David Varley

Sun Life Financial

Stella Cabalatungan

BDO Private Bank

Juan Lizares

BDO Private Bank

Sebastien Hayoz

Asiaciti Trust

Dhawal Kamath

EbixCash Financial Technology (Formerly Miles Software)

Scott Moore, IMCM

Henley & Partners

Carlos Jalandoni

BPI Asset Management & Trust

Angie L. Pacis

KnowledgeLinks Wealth Solutions

Vincent Magnenat

Lombard Odier

Michael Gerard D. Enriquez

Sun Life Financial

Thomas Tse

WeInvest

Irene Lee

Hawksford

Joshua Rotbart

J. Rotbart & Co.

Michael Ferrer

ATR Asset Management

Michael Oliver Manuel

Sun Life Financial

May 24

Philippines Wealth Management Forum 2018

Fairmont Makati,Philippines

Partners

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May 24

Philippines Wealth Management Forum 2018

Fairmont Makati,Philippines

Event Highlights

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 events@hubbis.com.

 

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

 

 

 

May 24

Philippines Wealth Management Forum 2018

Fairmont Makati,Philippines