We are delighted to report that Hubbis will be hosting our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 22nd March 2023 - 9.00am to 2.00pm at the New World Makati Hotel, Manila.

The event will feature the half-day-plus format that we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 9.00am and ending at 2.00pm after lunch (for those that would like to stay). 

Please CLICK HERE to view the event we hosted in 2022. This includes panels, videos, presentations, and feature articles. And CLICK HERE to see photos from this event in 2022.

Very simply, the event will focus on the evolution of wealth management in the Philippines’ maturing and diversifying market.

Key elements of the event:

  • 6 specialist presentations
  • 4 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Philippines wealth management, investment and wealth advisory & solutions community
  • Networking, coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…the event will qualify for 3.5 hours of Continuing Professional Development CPD / CPT


We will host panel discussions and presentations on these topics and more:

  • Wealth Leaders and the evolution of wealth management in the Philippines
  • Evolving Client Expectations and Needs and how the Competitors should adapt
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The regulators and the market’s drive for greater product and advisory diversification
  • The rise of the mass affluent client market in the Philippines
  • The Globalisation of Filipino wealth and the evolving needs of Wealthy clients and families
  • The trends around Domicile Diversification and alternative residence
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Products & Solutions – How does the wealth industry deliver as client expectations and needs evolve?
  • The Rising Demand for Digital Assets – how can the wealth industry react?
  • Into the Future – the competitive environment in the Philippines’ wealth market
Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel, Philippines

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Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Tomas S. Chuidian

Bank of the Philippine Islands - Private Banking

Paul Knox

J.P. Morgan Private Bank

Stella Cabalatungan

BDO Private Bank

Arlene Agustin

UnionBank of the Philippines

Robin Heng

Bank of Singapore

Marcy Kohchet-Chua

ATRAM

Maria Theresa Marcial-Javier

Bank of the Philippine Islands

Philipp Piaz

Finaport

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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Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Speakers

Tomas S. Chuidian

Bank of the Philippine Islands - Private Banking

Paul Knox

J.P. Morgan Private Bank

Stella Cabalatungan

BDO Private Bank

Arlene Agustin

UnionBank of the Philippines

Robin Heng

Bank of Singapore

Marcy Kohchet-Chua

ATRAM

Maria Theresa Marcial-Javier

Bank of the Philippine Islands

Philipp Piaz

Finaport

Yash Shah

Synpulse

Michael Gerard D. Enriquez

Sun Life Financial

Rex Mendoza

Rampver Financials

Kees Stoute

EFG Bank

Lee Woon Shiu

DBS Private Banking

Albert S. Yeo

BDO Private Bank

Peter Faulhaber

HSBC Bank

Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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Summary

Setting the Scene for the 2023 Philippines Wealth Management Forum

On Wednesday 22nd March 22, a hand-picked set of 20-plus experts will look in depth at the key trends and developments that emerged in 2022, which was a truly interesting year that saw the wealth industry build further on the many positive changes and advances that we saw in previous years, and especially after the onset of the pandemic, which was in many ways a catalyst for a more digital and also more sophisticated onshore offering.  

In short, the Philippines is poised for continuing economic expansion and further rapid growth and diversification of private wealth across the board, from the very rapidly expanding mass affluent market to the surprisingly large and also rapid-growth HNW and UHNW private client segments.

During the 4 panel discussions and the 6 presentations, our chosen experts will focus on as many of the core issues and development and challenges as possible.

This is a brief introduction to some of the key topics and themes they will drill down into on March 22.

There is plenty happening in the local wealth management market, as incumbents and new entrants jostle for position, from new leaders coming to take the reins at some of the bigger name local and global banks and firms, to the arrival of new strategic partnerships, new strategic visions being launched to propel Islamic wealth management, so on and so forth.

Our experts will consider how and where the Philippines’ wealth management market is developing, set against the backdrop of other populous ASEAN countries such as Indonesia, Malaysia, Thailand and to some extent Vietnam. They will analyse where there needs to be more progress and what blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the new JV partnerships between onshore and offshore partners, and so forth.

Understanding the key drivers and current competitive environment is vital for the positioning of the local and international players as they jostle for prominence in what is certainly a market of huge potential, as the population keeps growing and as the economy and private wealth creation keep expanding.

Even amidst the havoc of the pandemic, the country registered strong GDP growth with only modest inflation, and there are plenty of good reasons for the country’s mass affluent and HNWIs to take more cash out of deposits and to invest in the financial markets. Moreover, the demographics are very encouraging - the Philippines has both a huge and a very young and fast-expanding population, the third youngest in Asia.

Although the Philippines has always been one of those economies and markets that has perhaps promised more than it has delivered, there is today mounting optimism that the private sector, the regulators and the government are more aligned than ever in wanting to promote the financial sectors as the country’s population grows so rapidly, as the mass affluent are rising fast and as the government seeks to keep more private wealth onshore.

The regulators will have a lot to do in this regard, and while the pace of liberalisation in Manila is never rapid, there are signs that the authorities do indeed want to help encourage a more professional and also more sophisticated wealth management offering.

The result is a gradually more diversified range of products and solutions onshore and a broader range of private banks and independent wealth firms, some of the alliances between international names and powerful local financial institutions with the reach across the country’s vast lands and many thousands of islands. Moreover, there is rising interest amongst the wealthy in estate and legacy planning, in alternative assets, in globalising their investment portfolios and in generally enhancing both the risk management and also allocation strategies they adopt.

And of course, the Philippines is also propelled by the region-wide drive to digitisation to cater to the younger demographics, to build scale, to deliver greater client centricity and personalisation, and to improve efficiencies and productivity, all vital elements of thrusting the country’s wealth management market further into the ‘new world’.

The digital transformation drive is especially vital as the Philippines is quite huge – consisting of more than 7600 islands and spanning more than 1100km east to west and 1850km north to south, with private wealth spread wider and wider across the nation.

Hubbis will assemble a set of genuine wealth management experts, as well as specialists on digital transformation, investment migration, tax and trusts, and others on March 22 in Manila. They will analyse where there needs to be more progress and what additional building blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the newer JV partnerships between onshore and offshore partners, and so forth. In short, together they will pinpoint these, and  many more key evolutionary developments and trends and they will, of course, zoom in on the significant potential that the Philippines’ wealth management market offers existing competitors and the ranks of new entrants and disruptors.

 

   

Mar 22

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Fairmont Makati Hotel,Philippines

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