Event Agenda
- 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
- 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
- Trends and opportunities
- Impact on the industry
- 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
- 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?
- Why do impact investing?
- What do we look for?
- 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?
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?
- 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?
- 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
- 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
- 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
- How to manage the compliance burden
- Anti-globalisation and protectionism
- Role of international finance centres in Asian wealth planning
- Merits of IFCs to the global economy
- What’s the opportunity for independent/external asset management firms in Asia?
- How to drive growth and greater industry collaboration
- Fostering best practices
- Profiling the next generation
- Providing relevant investment choices
- 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)
- The skills you need for a new age of wealth management
- 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