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
Mar 30

PHILIPPINES WEALTH MANAGEMENT FORUM 2022

Fairmont Makati, Philippines

Featured Partners
All Partners

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

Dr. Robert Ramos

RCBC

Richard Swainston

Metaco

Donald Klip

Global Mortgage Group

Catherine Anne P. Bautista - Casas

UnionBank of the Philippines

Regina Jacinto-Barrientos

PJS Law

Peter Demeo

IBM

Arry. Arlene Joan R. Tanjuaquio-Agustin

UnionBank of the Philippines

Albert S. Yeo

BDO Private Bank

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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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 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tomas S. Chuidian

    Head of Private Banking

    Bank of the Philippine Islands - Private Banking

    Albert S. Yeo

    President

    BDO Private Bank

    Arry. Arlene Joan R. Tanjuaquio-Agustin

    Head of Private Banking Group

    UnionBank of the Philippines

    Donald Klip

    Managing Director, Co-Founder

    Global Mortgage Group

  • 9.40am

    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
  • 10.10am

    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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Stella Cabalatungan

    Executive Vice President, Head of Wealth Management Group

    BDO Private Bank

    Angie Marie L. Pacis

    CEO

    Philam Asset Management

    Scott Moore, IMCM

    Managing Director, Head of Indonesia and Philippines

    Henley & Partners

  • 10.50am

    Refreshment & Networking

  • 11.20am

    Presentation - How do you make digital assets a reality?

    Richard Swainston

    APAC Business Development Director

    Metaco

    • 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?
  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Catherine Anne P. Bautista - Casas

    First Vice President, Head of Blockchain and API Business Group

    UnionBank of the Philippines

    Richard Swainston

    APAC Business Development Director

    Metaco

    Peter Demeo

    Global Head of Digital Asset Infrastructure Solutions

    IBM

  • 12.10pm

    Presentation - International Real Estate Financing for High Net Worth Clients

    Donald Klip

    Managing Director, Co-Founder

    Global Mortgage Group

    • Why traditional bank lending is constrained. GMG’s solution
    • Specialty Lending solutions – now being used by HNW investors
    • Top financing trends globally
  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Rafael Ayuste

    Senior Vice President / Group Head Trust & Investments Group

    BDO Unibank

    Dr. Robert Ramos

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

    RCBC

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Mar 30

PHILIPPINES WEALTH MANAGEMENT FORUM 2022

Fairmont Makati,Philippines

Speakers

Dr. Robert Ramos

RCBC

Richard Swainston

Metaco

Donald Klip

Global Mortgage Group

Catherine Anne P. Bautista - Casas

UnionBank of the Philippines

Regina Jacinto-Barrientos

PJS Law

Peter Demeo

IBM

Arry. Arlene Joan R. Tanjuaquio-Agustin

UnionBank of the Philippines

Albert S. Yeo

BDO Private Bank

Angie Marie L. Pacis

Philam Asset Management

Stella Cabalatungan

BDO Private Bank

Rafael Ayuste

BDO Unibank

Scott Moore, IMCM

Henley & Partners

Tomas S. Chuidian

Bank of the Philippine Islands - Private Banking

Mar 30

PHILIPPINES WEALTH MANAGEMENT FORUM 2022

Fairmont Makati,Philippines

Partners
Mar 30

PHILIPPINES WEALTH MANAGEMENT FORUM 2022

Fairmont Makati,Philippines