A new chapter for wealth management in the Philippines

We are delighted to host our 3rd annual event for the wealth management community in the Philippines.

Who is it for?

This event is for anyone servicing wealthy clients in the Philippines. 

This includes CEOs, senior management, product gatekeepers and business unit heads from the leading local Retail Banks, Trust Banks, Securities Firms, Insurance Companies and local Asset Management Firms.

What will you learn?

We will build on our event in previous years to ensure this is refreshed and focused on the following themes – 

•    Understanding how to capitalise on the ever-wider opening of the market and greater opportunities to access 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 

The panel discussions include –

•    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?


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Makati Shangri-La Hotel, Manila

Corner, Ayala Ave, Makati,

1200 Metro Manila, Philippines