Philippines Wealth Management Forum 2017

Makati Shangri-La Hotel, Manila,Philippines

We were delighted to host our 3rd annual event in Manila for the local wealth management industry. Around 220 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Retail Banks, Trust Banks, Securities Firms, Insurance Companies and local Asset Management Firms.

 

Event Summary 

A need for more investment and conviction in the Philippines
The country faces a variety of hurdles to develop its wealth management industry. Overcoming risk-aversion to turn more savings into investments, expanding the product range, and developing more advisory capability are all key ways to breed investor confidence and engagement.

 

Other Highlights 

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Event overview

 

Testimonials

“The attendance was great and the coverage of all the key topics has been really good, including client engagement, regulation, new products and digital trends.”

Maria Lizette Perez, Head, Private Banking Division, Metropolitan Bank & Trust