We were delighted to host our Hubbis Philippines Wealth Management Forum on March 30, 2022 in Manila.
The event was sponsored by:
Global Mortgage Group
Henley & Partners
Metaco
The agenda included presentations and panel discussion on the following topics:
- Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- Citizenship and Residency – Opportunities and Trends for the year ahead
- Tools and Strategies to secure your clients legacy for the next Generation
- How do you make digital assets a reality?
- Digital Assets – is this the next big opportunity?
- Transforming Wealth Management for the Future
- Driving Digital Transformation
PHILIPPINES WEALTH MANAGEMENT FORUM 2022
Fairmont Makati, Philippines

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Angie Marie L. Pacis
Philam Asset Management

Richard Swainston
Metaco

Rafael Ayuste
BDO Unibank

Donald Klip
Global Mortgage Group

Tomas S. Chuidian
BPI Investment Management

Albert S. Yeo
BDO Private Bank

Dr. Robert Ramos
RCBC

Catherine Anne P. Bautista - Casas
UnionBank of the Philippines
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion
Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- What is your vision for wealth management in the Philippines in a (hopefully) Post Covid-19 world?
- What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
- What is happening to the private client base, and how are clients’ needs and expectations changing?
- How are leaders in this industry enhancing their value proposition, products and service offering?
- More generally, How will the competitive arena evolve in the coming years? Are the leaders ready for those challenges?
- How are you evolving the quality and type of advice you offer to clients?
Chair
Speakers
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9.40am
Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead
- Alternative residences or citizenships in times of Political Uncertainty
- Domicile diversification – a new asset class
- Real estate investment rankings for migration
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10.10am
Panel Discussion
Tools and Strategies to secure your clients legacy for the next Generation
- Developments in Wealth Planning and Structuring, and Family Succession
- Challenges facing UHNW families
- NextGen expectations
- The increasing importance of sustainability, climate and ESG
- Transferring wealth successfully to the next generation
- How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
- Setting up of a Family Office
- Insurance as a liquidity tool to settle estate taxes
- Advantage of donation vs estate tax given same tax rate of 6%
- The role of residency and citizenship options
Chair
Speakers
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10.50am
Refreshment & Networking
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11.20am
Presentation - How do you make digital assets a reality?
- How are private wealth managers approaching the space?
- What are the factors leading to crypto and digital asset adoption in Singapore?
- How do you build the infrastructure to do digital assets?
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11.40am
Panel Discussion
Digital Assets – is this the next big opportunity?
- How would you explain the opportunity for digital assets in the Philippines?
- What segment is this relevant for?
- What’s your business case for “moving into crypto”?
- How does it fit into a typical conversation around wealth and asset management?
- How have you built your platform and offering in this space?
- What are your priorities for the year ahead?
- What are the key criteria for choosing the technology to invest to (and the technology partners to deliver it)?
Chair
Speakers
Catherine Anne P. Bautista - CasasFirst Vice President, Head of Blockchain and API Business Group
UnionBank of the Philippines
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12.10pm
Presentation - International Real Estate Financing for High Net Worth Clients
- Why traditional bank lending is constrained. GMG’s solution
- Specialty Lending solutions – now being used by HNW investors
- Top financing trends globally
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12.30pm
Panel Discussion
Driving Digital Transformation
- How can the new wealth model align both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
- What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
- How do the private banks and retail banks make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
- What approaches does the panel consider the market players should take? Should they build, buy, or outsource, and how can they properly assess the providers?
- Are these digital tools really elevating the skills, capabilities and productivity of the client-facing RMs and advisors?
- Do the banks and wealth firms know enough about the vital role of data management and analytics and the application of AI and Machine Learning?
- Is enough being achieved in the field of CLM/CRM to deliver personalisation, relevance, suitability and thereby achieve better levels of client loyalty?
- What's coming next and are we prepared?
Chair
Speakers
Dr. Robert RamosFirst Senior Vice President, Trust Officer and Group Head of the RCBC Trust and Investments Group
RCBC
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13.00pm
Lunch
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14.00pm
Forum End
PHILIPPINES WEALTH MANAGEMENT FORUM 2022
Fairmont Makati,Philippines


Angie Marie L. Pacis
Philam Asset Management

Richard Swainston
Metaco

Rafael Ayuste
BDO Unibank

Donald Klip
Global Mortgage Group

Tomas S. Chuidian
BPI Investment Management

Albert S. Yeo
BDO Private Bank

Dr. Robert Ramos
RCBC

Catherine Anne P. Bautista - Casas
UnionBank of the Philippines

Stella Cabalatungan
BDO Private Bank

Arlene Agustin
UnionBank of the Philippines

Regina Jacinto-Barrientos
PJS Law

Peter Demeo
IBM

Scott Moore, IMCM
Henley & Partners
PHILIPPINES WEALTH MANAGEMENT FORUM 2022
Fairmont Makati,Philippines