PHILIPPINES WEALTH MANAGEMENT FORUM 2023
Fairmont Makati Hotel,Philippines
Hubbis is delighted to have hosted a very successful inaugural PHILIPPINES WEALTH MANAGEMENT FORUM 2023 on Wednesday 22nd March in Philippines.
Thanks to our exclusive partner: Henley & Partners, Synpulse, additiv, Chelmer, J. Rotbart & Co., Citadel Group and Wealtra.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
Content Highlights
Panel Discussions
Panel Discussion - Wealth Managers - Survive and Prosper in the new world
Panel Discussion - Evolving the Platform and Proposition
Article - Evolving the Platform and Proposition for the Philippines Wealth Management Market of Tomorrow
Marcy Kohchet-Chua, Chief Client Relationship Officer, ATRAM
Panel Discussion - Current Trends and Concerns for International Families
Article - Current Trends and Concerns for Wealthy International Families in the Philippines
Maita Kilayko, Director, Henley & Partners
Panel Discussion - Curating winning client portfolios following a challenging 2022
Article - Curating Winning Client Portfolios following a Challenging Year
Yifei Li, Managing Director, Institutional Sales, Alta
Q&A
The Development of the Independent Wealth Model in Asia
Article - The Development of the Independent Wealth Management Model in Asia
Kees Stoute, Regional Private Banking Chief Operating Officer, EFG Bank
Presentations
Wealth as a Service: Looking beyond the “Crazy Rich Asians”
Yash Shah, Partner, Synpulse
View video of presentation
Millionaire Migration, Climate Change, and where your Grandchildren will live in 100 years
Scott Moore, IMCM, Managing Director, Head of Indonesia and Philippines, Henley & Partners
View video of presentation
Embedded Wealth opportunity in the Philippines
Pieter Zylstra, General Manager - APAC, additiv
View video of presentation
Providing the best service to your customers
Shaun Paterson, Country Manager - Philippines, Chelmer
View video of presentation