We are delighted to report that Hubbis will be hosting our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 22nd March 2023 - 9.00am to 2.00pm at the Fairmont Makati Hotel, Philippines

The event will feature the half-day-plus format that we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 9.00am and ending at 2.00pm after lunch (for those that would like to stay). 

Please CLICK HERE to view the event we hosted in 2022. This includes panels, videos, presentations, and feature articles. And CLICK HERE to see photos from this event in 2022.

Very simply, the event will focus on the evolution of wealth management in the Philippines’ maturing and diversifying market.

Key elements of the event:

  • 6 specialist presentations
  • 4 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Philippines wealth management, investment and wealth advisory & solutions community
  • Networking, coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…the event will qualify for 3.5 hours of Continuing Professional Development CPD / CPT


We will host panel discussions and presentations on these topics and more:

  • Wealth Leaders and the evolution of wealth management in the Philippines
  • Evolving Client Expectations and Needs and how the Competitors should adapt
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The regulators and the market’s drive for greater product and advisory diversification
  • The rise of the mass affluent client market in the Philippines
  • The Globalisation of Filipino wealth and the evolving needs of Wealthy clients and families
  • The trends around Domicile Diversification and alternative residence
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Products & Solutions – How does the wealth industry deliver as client expectations and needs evolve?
  • The Rising Demand for Digital Assets – how can the wealth industry react?
  • Into the Future – the competitive environment in the Philippines’ wealth market
Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel, Philippines

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Featured Partners
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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

Scott Moore, IMCM

Henley & Partners

Peter Faulhaber

HSBC Bank

Tomas S. Chuidian

Bank of the Philippine Islands - Private Banking

Maita Kilayko

Henley & Partners

Kees Stoute

EFG Bank

Stella Cabalatungan

BDO Private Bank

Paul Knox

J.P. Morgan Private Bank

Philipp Piaz

Finaport

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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Experience our latest event for yourself

DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM 2022

Fairmont Makati Hotel, Philippines

We were delighted to host the inaugural HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM on Wednesday 3...

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Wealth Managers - Survive and Prosper in the new world

    • How is the asset & wealth management industry evolving in the local market?
    • What are the trends and developments we are seeing in Asian private wealth management?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future?
    • Fees are being pushed down by investors and regulators – how will wealth managers survive?
    • What has to change in the industry if it is to survive and prosper?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Albert S. Yeo

    President

    BDO Private Bank

    Kees Stoute

    Chief Executive Officer, North Asia

    EFG Bank

    Maria Theresa Marcial-Javier

    Head of Wealth Management

    Bank of the Philippine Islands

    Tomas S. Chuidian

    Head of Private Banking

    Bank of the Philippine Islands - Private Banking

  • 9.30am

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”

    Yash Shah

    Associate Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 9.45am

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Marcy Kohchet-Chua

    Chief Client Relationship Officer

    ATRAM

    Peter Faulhaber

    Head of Wealth and Personal Banking - Philippines

    HSBC Bank

    Arlene Agustin

    Senior Vice President, Private Banking Head

    UnionBank of the Philippines

  • 10.15am

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Scott Moore, IMCM

    Managing Director, Head of Indonesia and Philippines

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 10.30am

    Panel Discussion - in partnership with Henley & Partners

    Current Trends and Concerns for International Families

    • How do you use offshore wealth structures? What are some of the risks?
    • How can you protect assets and wealth for the next generation?
    • What will be the effect of CRS?
    • What is the effect of beneficial ownership transparency?
    • Which centres are likely to be most attractive in the future?
    • What is the difference between a will and trust in Singapore?
    • What are the trends around citizenship and migration?

    Chair

    Maita Kilayko

    Director

    Henley & Partners

    Speakers

    Stella Cabalatungan

    Executive Vice President, Head of Wealth Management Group

    BDO Private Bank

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Paul Knox

    Managing Director

    J.P. Morgan Private Bank

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Embedded Wealth opportunity in the Philippines

    Pieter Zylstra

    General Manager - APAC

    additiv

    • Evolution of embedded wealth
    • Focus on customer needs
    • Grow your businesses with embedded wealth in the Philippines
  • 11.45am

    Head - to - Head Q & A - The development of the Independent Wealth Model in Asia

    Philipp Piaz

    Partner

    Finaport

    • Why have we seen an evolution of the independent wealth model in Asia?
    • When did it start in Singapore and what is the business model?
    • What are the advantages for clients?
  • 12.00pm

    Panel Discussion

    Curating winning client portfolios following a challenging year

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Michael Gerard D. Enriquez

    Chief Investments Officer

    Sun Life Financial

    Rex Mendoza

    Chairman

    Rampver Financials

    Gautam Sharma

    Senior Vice President, Head – Wealth Management and Brokerage

    UnionBank of the Philippines

    Dr. Robert Ramos

    First Senior Vice President, Trust Officer and Group Head of the RCBC Trust and Investments Group

    RCBC

    Caesar Antonino Ordonez

    Head of Investments, Private Banking Group

    UnionBank of the Philippines

  • 12.30pm

    Head - to - Head Q & A - Learning and Professional Development

    Kees Stoute

    Chief Executive Officer, North Asia

    EFG Bank

    • How can we create a winning framework for learning?
    • Are we passionate and excited about serving our clients?
    • What are the business reasons for taking this more seriously
  • 12.45pm

    Presentation

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Speakers

Scott Moore, IMCM

Henley & Partners

Peter Faulhaber

HSBC Bank

Tomas S. Chuidian

Bank of the Philippine Islands - Private Banking

Maita Kilayko

Henley & Partners

Kees Stoute

EFG Bank

Stella Cabalatungan

BDO Private Bank

Paul Knox

J.P. Morgan Private Bank

Philipp Piaz

Finaport

Maria Theresa Marcial-Javier

Bank of the Philippine Islands

Pieter Zylstra

additiv

Dr. Robert Ramos

RCBC

Michael Gerard D. Enriquez

Sun Life Financial

Albert S. Yeo

BDO Private Bank

Rex Mendoza

Rampver Financials

Zac Lucas

Spencer West

Arlene Agustin

UnionBank of the Philippines

Lee Woon Shiu

DBS Private Bank

Yash Shah

Synpulse

Caesar Antonino Ordonez

UnionBank of the Philippines

Joshua Gilbert F. Paraiso

PJS Law

Marcy Kohchet-Chua

ATRAM

Gautam Sharma

UnionBank of the Philippines

Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Summary

Setting the Scene for the 2023 Philippines Wealth Management Forum

On Wednesday 22nd March 22, a hand-picked set of 20-plus experts will look in depth at the key trends and developments that emerged in 2022, which was a truly interesting year that saw the wealth industry build further on the many positive changes and advances that we saw in previous years, and especially after the onset of the pandemic, which was in many ways a catalyst for a more digital and also more sophisticated onshore offering.  

In short, the Philippines is poised for continuing economic expansion and further rapid growth and diversification of private wealth across the board, from the very rapidly expanding mass affluent market to the surprisingly large and also rapid-growth HNW and UHNW private client segments.

During the 4 panel discussions and the 6 presentations, our chosen experts will focus on as many of the core issues and development and challenges as possible.

This is a brief introduction to some of the key topics and themes they will drill down into on March 22.

There is plenty happening in the local wealth management market, as incumbents and new entrants jostle for position, from new leaders coming to take the reins at some of the bigger name local and global banks and firms, to the arrival of new strategic partnerships, new strategic visions being launched to propel Islamic wealth management, so on and so forth.

Our experts will consider how and where the Philippines’ wealth management market is developing, set against the backdrop of other populous ASEAN countries such as Indonesia, Malaysia, Thailand and to some extent Vietnam. They will analyse where there needs to be more progress and what blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the new JV partnerships between onshore and offshore partners, and so forth.

Understanding the key drivers and current competitive environment is vital for the positioning of the local and international players as they jostle for prominence in what is certainly a market of huge potential, as the population keeps growing and as the economy and private wealth creation keep expanding.

Even amidst the havoc of the pandemic, the country registered strong GDP growth with only modest inflation, and there are plenty of good reasons for the country’s mass affluent and HNWIs to take more cash out of deposits and to invest in the financial markets. Moreover, the demographics are very encouraging - the Philippines has both a huge and a very young and fast-expanding population, the third youngest in Asia.

Although the Philippines has always been one of those economies and markets that has perhaps promised more than it has delivered, there is today mounting optimism that the private sector, the regulators and the government are more aligned than ever in wanting to promote the financial sectors as the country’s population grows so rapidly, as the mass affluent are rising fast and as the government seeks to keep more private wealth onshore.

The regulators will have a lot to do in this regard, and while the pace of liberalisation in Manila is never rapid, there are signs that the authorities do indeed want to help encourage a more professional and also more sophisticated wealth management offering.

The result is a gradually more diversified range of products and solutions onshore and a broader range of private banks and independent wealth firms, some of the alliances between international names and powerful local financial institutions with the reach across the country’s vast lands and many thousands of islands. Moreover, there is rising interest amongst the wealthy in estate and legacy planning, in alternative assets, in globalising their investment portfolios and in generally enhancing both the risk management and also allocation strategies they adopt.

And of course, the Philippines is also propelled by the region-wide drive to digitisation to cater to the younger demographics, to build scale, to deliver greater client centricity and personalisation, and to improve efficiencies and productivity, all vital elements of thrusting the country’s wealth management market further into the ‘new world’.

The digital transformation drive is especially vital as the Philippines is quite huge – consisting of more than 7600 islands and spanning more than 1100km east to west and 1850km north to south, with private wealth spread wider and wider across the nation.

Hubbis will assemble a set of genuine wealth management experts, as well as specialists on digital transformation, investment migration, tax and trusts, and others on March 22 in Manila. They will analyse where there needs to be more progress and what additional building blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the newer JV partnerships between onshore and offshore partners, and so forth. In short, together they will pinpoint these, and  many more key evolutionary developments and trends and they will, of course, zoom in on the significant potential that the Philippines’ wealth management market offers existing competitors and the ranks of new entrants and disruptors.

 

   

Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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