Helping Asian Wealth Management Communities interact

We were delighted to host our 5th annual event in the Philippines for the Private Wealth Management Community.

More than 200 CEOs, COOs, asset managers 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.

May 16

Philippines Wealth Management Forum 2019

Fairmont Makati, Philippines

Featured sponsors
All sponsors

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

Abhra Roy

Infosys Finacle

Adeline Tan

Mercer

Albert S. Yeo

BDO Private Bank

Andreas Wenger

IMTF

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.

Get involved in Hubbis events

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

Find out more
Event Agenda
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Morning

  • 8.40am

    Registration

  • 8.50am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 8.55am

    Keynote Address - Chair Opening Remarks: Why we are here!

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 9.00am

    Panel discussion - Private wealth management - a time of dramatic change

    • What can you do to improve the value proposition in wealth management?
    • What does the current revenue mix of wealth managers in Asia look like? How is it changing?
    • How has AML changed the Onboarding Process in the Philippines?
    • What changes are we seeing in client expectations and behaviour?
    • Where will the continued growth come from and what are your priorities?
    • How do clients want to be serviced today?
    • How can you get the right people and proposition in front of the right clients?
    • The opportunities to collaborate and partner with international firms?
    • How important is digital today?
    • What are the main investment themes and the products that resonate with clients today?
    • What’s the future of Discretionary and Advisory Portfolio Management in Asia?
    • Offshore / onshore. Where is the long-term opportunity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Maria Paz A. Garcia

    Chief Risk & Compliance Officer, Risk Management & Compliance

    BPI Asset Management & Trust

    Albert S. Yeo

    President

    BDO Private Bank

    Robin Heng

    Global Market Head Philippines, Australia, Indonesia and Thailand

    Bank of Singapore

    Valerie Pama

    President

    Sun Life Asset Management

    Philipp Piaz

    Partner

    Finaport

    Christian Senn

    Managing Director, Market Group Philippines Market

    Credit Suisse Private Banking

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 9.45am

    Presentation - Transforming Wealth Management for the Future

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    • Redefining wealth management for 2019 and beyond
    • Future Proofing your Business with a Truly Digital Platform
  • 9.55am

    Head - to - Head Q & A - Global Citizens: Trends and Developments in Investment Migration

    Scott Moore, IMCM

    Director - Private Clients, Head of Philippines Office

    Henley & Partners

    • Why is the Investment Migration industry booming?
    • Why does H&P attend the Hubbis events?
    • Where do our clients come from?
    • Why do PBs/IAMs etc work with us?
    • How can H&P help your HNWI clients?
    • What are the pitfalls that HNWIs should be aware concerning investment migration?
  • 10.05am

    Presentation - Private Banking: A new point of view

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    • Building a private bank: 3 strategic questions
    • Pillars of building a private bank
    • The partnership approach
  • 10.15am

    Presentation - Cyprus Island of Opportunities

    Ioannis Ioannikiou

    Legal Advisor

    Casamont Cyprus

    • Cyprus Investment Program
    • Benefits of Cyprus when structuring your wealth
    • Cyprus investment opportunities
  • 10.25am

    Panel discussion - Platforms and Technology - the future of private wealth management?

    • The rise of Wealth tech in Asia – whats working and not working?
    • Are banks going in the right direction in their digital journey?
    • How can they implement a digital transformation strategy?
    • What digital expectations do clients have?
    • Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
    • The chicken and egg? Can you sustain the digital strategy for the bank?
    • Transparency, Margins, Costs and Fees – what’s changing?
    • How must we tweak the investment engine? Can it be automated? Should it be more passive?
    • How do we deliver ‘funds’ and investment products to our clients efficiently?
    • What does the word ‘platform’ mean to you?
    • Connecting customer data to market data – what does this mean?
    • What’s the role of technology and AI?
    • Are FinTech’s and Tech Giants threatening our business model yet?
    • What disruptors have we seen? Have any been successful?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Anthony Thomas

    Chief Executive Officer

    Mynt

    Edison Tsai

    Partner & Executive Director

    SeedIn Technology

    Damian Hitchen

    CEO Singapore

    Swissquote

    Michael Ferrer

    Managing Director

    ATR Asset Management

    Simon Wong

    Sales Director, Greater China Region

    ERI Banking

  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Food for thought: CRS / AEOI – Practical experiences

    Ivan Pelle

    Founder & CEO

    RGN

    • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
    • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
    • Citizenship or residency by investment program – Todays complexities, the future? Solutions?
  • 11.45am

    Presentation - IMTF’s Modular RegTech Platform – Building blocks to achieve regulatory compliance

    Andreas Wenger

    General Manager, APAC

    IMTF

    • Forward-looking technologies to tackle business challenges (Client Onboarding, Name Screening, AML / Fraud)
    • Building on a strong case management foundation to achieve cohesive business operations benefits
    • Enabling and ensuring end-to-end leading client and user experience
  • 11.55am

    Presentation - Digital Client Onboarding & E KYC

    Sachin Gawade

    Director Sales, Asia Pacific

    EbixCash Financial Technology (Formerly Miles Software)

    • Hassle free on-boarding
    • Touching Untapped markets
    • Quick and Easy
    • Digital Wealth Management

Afternoon

  • 12.05pm

    Presentation - The importance of Gold as a strategic asset

    Joshua Rotbart

    Managing Partner

    J. Rotbart & Co.

    • Why gold? Why now?
    • Trends in physical gold
    • Use cases
  • 12.15pm

    Presentation - Outlook for Emerging market equities

    Rob Mumford

    Portfolio Manager, Emerging Markets Equities

    GAM

    • Implications of recent changes in global growth forecasts
    • What are monetary indicators (yield curve etc) telling us
    • Role of China in the global growth story
    • Outlook for China and Asian emerging growth and equity markets
  • 12.25pm

    Presentation - The HNW Insurance Market has Changed – Here’s how you win

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • What’s happening in the HNW Market?
    • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
    • What are the new Products and Trends in HNW Market
    • Why should Bankers and Financial Advisers be interested in HNW Insurance
  • 12.35pm

    Panel discussion - The increasing importance of wealth solutions and planning

    • What challenges do wealthy families have and how is that changing?
    • Are we ready for the intergenerational wealth transfer?
    • How will The TRAIN law affect wealth transfer by Filipinos in the Philippines?
    • What are the effects of transparency on the conversation with clients?
    • How can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
    • Any other emerging opportunities in wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Stella Cabalatungan

    Executive Vice President, Head of Private Bank - Relationship Management

    BDO Private Bank

    Angie L. Pacis

    Founder, President

    KnowledgeLinks Wealth Solutions

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    Ivan Pelle

    Founder & CEO

    RGN

    Sebastien Hayoz

    Managing Director

    Asiaciti Trust

  • 13.15pm

    Lunch

  • 13.50pm

    Room A – Workshop - Global Citizens: Trends and Developments in Investment Migration

    Scott Moore, IMCM

    Director - Private Clients, Head of Philippines Office

    Henley & Partners

    • Introduction to the Investment Migration Industry
    • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
    • The world’s leading Residence-by-Investment Programs
  • 13.50pm

    Room B – Workshop - Enhancing your impact to delight clients!

    Malik S. Sarwar

    CEO

    K2 Leaders

    • Five habits of effective advisers
    • Sales manager as effective leaders and coaches.
    • How do you engage clients in challenging markets?
    • Where is the return now?
    • Simple solutions to discuss with clients today
  • 14.30pm

    Room B – Workshop - Accelerating Digital Wealth Management and Bancassurance

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    • Empowered, Digital Financial Advisory
    • Digital journeys for Advisors and Clients
    • A Digital Core Wealth Management engine for mid and back office operations
  • 14.30pm

    Room A – Workshop - The World of Physical Gold

    Joshua Rotbart

    Managing Partner

    J. Rotbart & Co.

    • Gold, what is it all about?
    • Gold and its role in an investment portfolio
    • Physical gold Vs. “Paper gold” and ETFs
    • How to buy gold and other precious metals?
    • How to store and how to insure your holdings?
    • Know your gold bar - inspecting real gold bars and coins
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Investing in more uncertain and challenging markets

    • Are we becoming more international in our investment thinking?
    • Regulation and compliance – what developments?
    • Impact of the new Tax Law on Investment Funds?
    • Challenges and Opportunities for Unit linked insurance in the Philippines?
    • How are you thinking about fund selection and portfolio construction?
    • How has the Investment environment changed in Asia from 2017 to 2019?
    • Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
    • How do you think Asian equity market performance will be in 2019?
    • Whats the outlook for emerging markets?
    • What is interesting in the fixed income and credit universe today?
    • Is the Philippines warming to index and ETF products?

    Chair

    Malik S. Sarwar

    CEO

    K2 Leaders

    Panel Members

    Dr. Robert Ramos

    Senior Vice President, Trust Officer and Chief Investment Officer

    EastWest Bank

    Roberto Vergara

    First Vice President & Head of Trust

    Philippine Veterans Bank

    Michael Gerard D. Enriquez

    Chief Investments Officer

    Sun Life Financial

    Rob Mumford

    Portfolio Manager, Emerging Markets Equities

    GAM

    Adeline Tan

    Head of Investment Advisory

    Mercer

  • 16.15pm

    Presentation - Are You Future-proofing Yourself?

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • Leveraging AI In Your Business
    • The Human Skills That Might Help Keep You Relevant
    • What's Your Strategy & Plan?
  • 16.25pm

    Closing remarks - Key Takeways

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 16.30pm

    Forum End

May 16

Philippines Wealth Management Forum 2019

Fairmont Makati,Philippines

Speakers

Abhra Roy

Infosys Finacle

Adeline Tan

Mercer

Albert S. Yeo

BDO Private Bank

Andreas Wenger

IMTF

Angie L. Pacis

KnowledgeLinks Wealth Solutions

Anthony Thomas

Mynt

Christian Senn

Credit Suisse Private Banking

Damian Hitchen

Swissquote

David MacDonald

Hubbis

David Varley

Sun Life Financial

Dr. Robert Ramos

EastWest Bank

Edison Tsai

SeedIn Technology

Evrard Bordier

Bordier & Cie

Ioannis Ioannikiou

Casamont Cyprus

Irene Lee

Hawksford

Ivan Pelle

RGN

Joshua Rotbart

J. Rotbart & Co.

Malik S. Sarwar

K2 Leaders

Maria Paz A. Garcia

BPI Asset Management & Trust

Michael Ferrer

ATR Asset Management

Michael Gerard D. Enriquez

Sun Life Financial

Philipp Piaz

Finaport

Rob Mumford

GAM

Roberto Vergara

Philippine Veterans Bank

Robin Heng

Bank of Singapore

Sachin Gawade

EbixCash Financial Technology (Formerly Miles Software)

Scott Moore, IMCM

Henley & Partners

Sebastien Hayoz

Asiaciti Trust

Simon Wong

ERI Banking

Stella Cabalatungan

BDO Private Bank

Valerie Pama

Sun Life Asset Management

May 16

Philippines Wealth Management Forum 2019

Fairmont Makati,Philippines

Sponsors

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May 16

Philippines Wealth Management Forum 2019

Fairmont Makati,Philippines

Event Highlight

We were delighted to host our 5th annual event in Manila for the Wealth Management Community, where more than 200 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: Henley & Partners, Infosys Finacle, Bordier & Cie, Casamont Cyprus, EbixCash Financial Technology (Formerly Miles Software), GAM, Leonteq Securities, RGN, Sun Life Financial, ERI Banking Software, J. Rotbart & Co., Bunker Gold & Silver, FNZ, Hawksford, IMTF, MSCI, Orbium and Swissquote

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
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post event Supplement

 

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 Expands Rapidly as The Onshore Markets Evolves Apace
Hubbis is delighted to have hosted our 5th annual event in the Philippines for the private wealth management community.

 

Video Highlights

At the Forum we interviewed leading industry experts. 

Full Video Highlights
Video Highlights Summary PDF
I Love Wealth Management
Testimonials

Maria Paz A. Garcia, Chief Risk & Compliance Officer, Risk Management & Compliance, BPI Asset Management & Trust
Michael Gerard D. Enriquez, Chief Investment Officer, Sun Life Financial
Michael Ferrer, Managing Director, ATR Asset Management
Albert S. Yeo, President, BDO Private Bank
Dr. Robert B. Ramos CFA, CAIA, CIPM, Senior Vice President, Trust Officer and Chief Investment Officer, EastWest Bank
Karen Liza M. Roa, President, First Metro Asset Management
Stella Cabalatungan, Executive Vice President, Head of Private Bank - Relationship Management, BDO Private Bank
Angel Marie L. Pacis, Founder and President, KnowledgeLinks Wealth Solutions
Robin Heng, Global Market Head - Philippines, Australia, Indonesia and Thailand, Bank of Singapore
Evrard Bordier, CEO and Managing Partner, Bordier & Cie
Abhra Roy, Head, Finacle Wealth Management Solution, Infosys Finacle
Edison Tsai, Partner & Executive Director, SeedIn Technology
Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Mark Buesser, Chief Executive Officer, IMTF
Simon Wong, Sales Head, GCR, ERI Banking Software
Sachin Gawade, Director Sales, Asia Pacific, EbixCash Financial Technology (Formerly Miles Software)
Scott Moore, IMCM, Country Head Philippines, Henley & Partners
Rob Mumford, Portfolio Manager, Emerging Markets Equities, GAM
Joshua Rotbart, Managing Partner, J. Rotbart & Co.

 

Exclusive Insights ​​​ ​​​ ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Michael Ferrer, Managing Director, ATR Asset Management
Is the role of digital growing in importance within wealth and asset management in the Philippines? 

Maria Paz A. Garcia, Chief Risk & Compliance Officer, Risk Management & Compliance, BPI Asset Management & Trust
How has AML changed the Onboarding Process in the Philippines?

Robin Heng, Global Market Head - Philippines, Australia, Indonesia and Thailand, Bank of Singapore
Where will the continued growth come from in the Philippines and what are your priorities?

Albert S. Yeo, President, BDO Private Bank
What can we do to improve the value proposition in wealth management in the Phillipines?
What are you developing at BDO Private Bank to further enhance your offering to clients?

Scott Moore, IMCM, Country Head Philippines, Henley & Partners
Why is the Investment Migration industry booming in the Philippines?
How do you work with intermediaries in the Philippines?

Abhra Roy, Head, Finacle Wealth Management Solution, Infosys Finacle
What does Infosys Finacle do and how do you help wealth management firms in Asia?
The rise of Wealth tech in Asia – whats working and not working?
What digital expectations do clients have today?
What’s the role of technology and AI for wealth management firms today?

Edison Tsai, Partner & Executive Director, SeedIn Technology
Who is SeedIn Technology? 

Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
Transparency, Margins, Costs and Fees – what’s changing?

Stella Cabalatungan, Executive Vice President, Head of Private Bank - Relationship Management, BDO Private Bank
What challenges do wealthy families have in the Philippines and how is that changing?
In the Philippines - are we ready for the intergenerational wealth transfer?

Angel Marie L. Pacis, Founder and President, KnowledgeLinks Wealth Solutions
In the Philippines - how can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
In the Philippines - what are the effects of transparency on the conversation with clients?

Michael Gerard D. Enriquez, Chief Investment Officer, Sun Life Financial
What are the Challenges and Opportunities for Variable Unit linked (VUL) insurance in the Philippines?
In the Philippines - how are you thinking about fund selection and portfolio construction?

Joshua Rotbart, Managing Partner, J. Rotbart & Co.
Why should Filipino HNW and UHNW clients buy gold today?

Mark Buesser, Chief Executive Officer, IMTF
What’s the role of Data and AI for wealth management firms today?

Simon Wong, Sales Head, GCR, ERI Banking Software
Are banks going in the right direction in their digital journey?

Sachin Gawade, Director Sales, Asia Pacific, EbixCash Financial Technology (Formerly Miles Software)
What’s the willingness of banks in the Philippines to move away from their legacy technology platform and upgrade to a new option?

Evrard Bordier, CEO and Managing Partner, Bordier & Cie
What changes are we seeing in client expectations and behaviour?
What are the opportunities to collaborate and partner with international firms?

Dr. Robert B. Ramos CFA, CAIA, CIPM, Senior Vice President, Trust Officer and Chief Investment Officer, EastWest Bank
In the Philippines - how are you thinking about fund selection and portfolio construction?

Rob Mumford, Portfolio Manager, Emerging Markets Equities, GAM
How do you think Asian equity market performance will be in 2H 2019?

Karen Liza M. Roa, President / Director, First Metro Asset Management
In the Philippines - what are the main investment themes and the products that resonate with clients today?

 

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.

Private Wealth Management in the Philippines: Adapting at a Time of Great Change
A group of local and international experts at the first of our four panel discussions of the Hubbis Philippines Wealth Management Forum considered some of the critical changes taking place in the global and regional Asian wealth management industry, discussed how the Philippines’ competitive landscape is changing, and how local firms can adapt to secure their future success.

Panel Members
Maria Paz A. Garcia Chief Risk & Compliance Officer, Risk Management & Compliance, BPI Asset Management & Trust
Albert S. Yeo President, BDO Private Bank
Robin Heng Global Market Head Philippines, Australia, Indonesia and Thailand, Bank of Singapore
Valerie Pama President, Sun Life Asset Management
Philipp Piaz Partner, Finaport
Christian Senn Managing Director, Market Group Philippines Market, Credit Suisse Private Banking
Malik S. Sarwar CEO, K2 Leaders

Platforms and Technology: Into the Digital Future of Wealth Management in Asia
Panellists at the Hubbis Philippines Wealth Management Forum explained how the industry must embrace the emerging digitalisation trends in wealth management. In the Philippines, it appears the most potential is in retail solutions, such as payments and app-driven facilitation of customer consumer activities. There are many basic areas to improve in the country, opening the door to some of these retail-driven fintechs. In the mainstream wealth management space, there seems to be modest progress only so far in client-facing digitalisation.

Panel Members
Anthony Thomas Chief Executive Officer, Mynt
Edison Tsai Partner & Executive Director, SeedIn Technology
Damian Hitchen Chief Executive Officer, Middle East & Asia, Swissquote
Michael Ferrer Managing Director, ATR Asset Management
Simon Wong Sales Head, Greater China Region, ERI Banking Software

The Rising Prominence of Wealth Solutions and Planning for Asia’s HNWIs
A panel of experts gave their insights to the increasingly important subject of encouraging Asia’s HNWIs and their families to organise robust, compliant wealth and legacy planning. The delegates at the Hubbis Philippines Wealth Management Forum learned much from the experts on planning far ahead but building flexible structures that recognise regulations can change, and that the needs and expectations of the younger generations will evolve. They also learned of the crucial importance of trust, professionalism, and empathy in building out the wealth planning conversations and constructing viable and compliant succession planning.

Panel Members
Stella Cabalatungan Executive Vice President, Head of Private Bank - Relationship Management, BDO Private Bank
Angel L. Pacis Founder, President, KnowledgeLinks Wealth Solutions
Irene Lee Business Development Director, Intermediary and Partnership, Hawksford
Ivan Pelle Executive Director - International Taxation, RGN
Sebastien Hayoz Managing Director, Asiaciti Trust

Wealth Management Investing in More Uncertain and Challenging Markets
The range of investment opportunities at home is growing, although the pace of liberalisation could better emulate some of the ASEAN neighbours such as Thailand or Malaysia. The domestic economy is so compelling - remarkable demographics, high GDP and corporate profits growth, and fast-rising domestic demand - that the valuation gap between a country such as the Philippines compared to developed markets is too wide for value-investors to believe sustainable. Will the gap close? Asian investors believe so, as most appear happy to invest mostly in their region. And more foreign investors believe so, judging by inflows thus far in 2019.

Panel Members
Dr. Robert Ramos Senior Vice President, Trust Officer and Chief Investment Officer, EastWest Bank
Roberto Vergara First Vice President & Head of Trust, Philippine Veterans Bank
Michael Gerard D. Enriquez Chief Investments Officer, Sun Life Financial
Rob Mumford Portfolio Manager, Emerging Markets Equities, GAM
Adeline Tan Head of Investment Advisory, Mercer

 

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 web versions of these – from which you can also access the 1-page PDFs.

Infosys: Into the Future - Transforming Wealth Management for the Digital Age
The wealth management industry is evolving fast, faster indeed than ever before. Ubiquitous digitisation, growing customer expectations, regulatory proliferation, and new competition from fintechs and others are driving this revolution. Abhra Roy, Head of Finacle Wealth Management Solution for Infosys Finacle, offered attendees some fascinating insights and proffered some far-sighted solutions.
View Slides

Bordier & Cie: Championing Private Banking in Asia and the Partnership Model
Evrard Bordier, Singapore CEO and Managing Partner of Swiss private bank Bordier & Cie, knows that as a boutique firm working within a landscape of dramatic change for private banking, the bank must position itself smartly and strategically to achieve its expansion goals in APAC. He told delegates at the Hubbis Philippines Wealth Management Forum that onshore wealth management presents huge opportunities on Asia, that any leading financial institutions should consider it, or expand what they have already, and that Bordier & Cie is open to new partnerships around the region to help them do exactly that.
View Slides

Cyprus: The Island of Investment, Citizenship and Residence Opportunity
Ioannis Ioannikiou, Legal Adviser for Casamont Cyprus, was in Manila to give a presentation at the Hubbis Philippines Wealth Management Forum to highlights the attractions of the Cyprus Investment Programme for Asia’s HNWIs. He focused on the benefits of citizenship and tax residence in Cyprus, which is part of the European Union, and the consequent advantages for structuring wealth. He also highlighted a win-win for the HNWIs, as there are some compelling investment and real estate opportunities in Cyprus today.
View Slides

RGN: Asian Countries Falling in Line with Global CRS and AEOI Rollout
Ivan Pelle, Executive Director, International Taxation at Swiss investment management solutions firm Recontam Global Network (RGN) knows the individual clients and partners will be directly affected by the rollout of CRS and AEOI across the globe, as it will directly affect tax planning and investment strategies. He addressed the audience to update them on the timetable for countries to participate and comply fully with the new CRS and AEOI conventions, how these affect tax planning and highlighted some alternative citizenship or residency programmes.
View Slides

IMTF’s Modular RegTech Platform – Building Blocks to Achieve Regulatory Compliance
Andreas Wenger, General Manager for Asia Pacific at RegTech IMTF, lives and breathes technology for solving regulatory and compliance conundrums. He is delivering IMTF’s solutions across Asia in the form of forward-looking technologies to tackle key wealth management business challenges, including client onboarding, name screening, and AML/Fraud. At the same time, he knows his clients need to achieve cohesive business operational benefits as well as ensuring best-in-class, end-to-end client and user experience. He told delegates at the Hubbis Philippines Wealth Management Forum exactly why he believes this is all so vital, and why IMTF offers the optimal solutions.
View Slides

EbixCash: Onboarding and E-KYC Solutions for Wealth Management in the Digital Age
The former Miles Software, which was recently acquired by US company Ebix and is now known as EbixCash, told delegates that its commitment to the Philippines, where it has been expanding its client base in the past five years, remains as firm as ever. Sachin Gawade, Director of Sales, Asia Pacific, explained all about the firm’s hassle-free onboarding solutions, and how they will dramatically improve the customer experience and the efficiencies for the wealth management firms. He explained how the firm is shifting focus to digital wealth management, and rolling out new products and modules, including robo-advisory.
View Slides

Robtart & Co: The Compelling Case for Gold as a Core Holding in HNW Portfolios
Joshua Rotbart, Managing Director of precious metals firm J. Rotbart & Co, is a passionate promoter of physical gold as a core holding in any serious high-net-worth investor’s portfolio. He addressed delegates at the Hubbis Philippines Wealth Management Forum with both an engaging introductory talk and a detailed Workshop, to convey his unequivocal belief in physical gold. He explained that it is non-correlated to mainstream financial assets, it is a US dollar and inflation hedge, it can easily be bought stored and insured outside the global financial system, it is highly liquid and, above all else, it has stood the test of the past several millennia as both a store and an enhancer of value.
View Slides

GAM’s Rob Mumford on the Compelling Outlook for Emerging Market Equities
Rob Mumford, Portfolio Manager, Emerging Markets Equities at Zurich-headquartered, global asset management firm GAM Investments is a keen watcher of the Asian emerging markets, including the pivotal role now occupied by China in the regional, as well as the global growth story. He presented to delegates at the Hubbis Philippines Wealth Management Forum, telling them why, at least for now, Asia’s EM story remains intact. 

Future-Proofing the Wealth Manager in the New Age of Digital and AI
David MacDonald, Head of Learning Solutions at Hubbis gave a talk at the Philippines Wealth Management Forum to highlight to delegates how they can future-proof their roles and their careers in wealth management by emphasising their uniquely human skills and leveraging technologies to enhance their individual capabilities and proposition. He told the audience that they must strategize and follow a well-formulated plan.
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K2 Leaders: Malik Sarwar’s Five Pointers for Winning and Retaining the Primary Adviser Role
Malik Sarwar, CEO of wealth management firm K2 Leaders, presented an engaging, interactive Workshop at the Hubbis Philippines Wealth Management Forum to explain how wealth management advisers and their firms can secure the vital role as primary advisers to their clients and thereby win at least 50% of their business. He outlined his five levers for growth. And he elucidated what he sees as the essential habits of effective advisers, telling the audience how they can differentiate themselves via continuous self-enhancement, how they can engage clients in challenging markets and offer smart, yet simple solutions for the client needs that they learn to understand and fulfil.

Henley & Partners: The Philippines - A Major Market in Asia for Global Residence and Citizenship Alternatives 
Investor migration consultancy Henley & Partners is involved in a rarefied world in which HNWIs and the ultra-wealthy can, through investment, purchase residence or, even better, citizenship in countries beyond their home borders. Scott Moore, Senior Manager and Country Head for the Philippines, along with Oudine Santos, Senior Manager, presented both a talk and a Workshop to the assembled delegates at the Hubbis Philippines Wealth Management Forum. They explained why more of Asia’s HNWIs are taking this route, why Henley is the go-to firm for selecting and expediting such programmes, and why so many wealth management firms now work closely with Henley. They also reported that the Philippines is one of Asia’s most active markets.
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Testimonials

“Hubbis events like the 2019 Philippine Wealth Management Forum continues to provide excellent insights to various relevant topics. They are very experienced in finding subject matter experts that share not only local, regional but also global trends. The collective tracks are carefully chosen to address timely issues that provides practical awareness for wealth management practitioners.”
Joel M. Escala, First Vice President, Business Information & Performance Analytics - Trust & Investment Group, BDO Unibank

 

“I've been a consistent delegate for the past 5 years of Hubbies. Wealth Management Forum gives me a broader and deeper understanding of trends that sets future directions in the financial ecosystem. It helps me be more effective in my profession.”
Anonymous feedback from event attendee

 

May 16

Philippines Wealth Management Forum 2019

Fairmont Makati,Philippines