We were delighted to host our first-ever Philippines Wealth Management Forum 2015 in Manila – where 160 senior practitioners from the key retail banks, trust banks, insurance companies, asset managers, brokers and other players across the domestic industry discussed the various components and drivers for developing the market.

 

Thank you to everyone who attended, and our sponsors.

AGENDA

The agenda for this event included 30+ speakers, looking at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move forward.

 

Also key to the content at this event was providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing wealth management offerings elsewhere in Asia – in relation to people, infrastructure, technology, product platforms, risk management, and more.

 

View agenda

Download PDF agenda

SPEAKERS

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    Ador Abrogena
    BDO Unibank
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    Ben Panares
    Citibank
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    Carina C. Laforteza
    SyCip Salazar Hernandez & Gatmaitan
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    Carlo Joseph Doran
    Miles Software Solutions
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    Christmas Sevilla
    BPI Asset Management
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    Craig Murphy
    Lutea
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    David MacDonald
    Hubbis
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    David Varley
    AXA
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    Dr Ekkehard J. Wiek
    Straits Invest
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    Dr Juerg Steffen
    Henley & Partners
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    Efren Cruz
    Personal Finance Advisers Philippines
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    Estelito Biacora
    Bank of the Philippine Islands
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    Hans Sicat
    The Philippine Stock Exchange
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    Josefina T Tuplano
    Metropolitan Bank & Trust
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    Keith Harrison
    Abacare Singapore
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    Maikel Sajangbati, CWM
    MaeSa Consulting Indonesia
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    Manfred Liechti
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    Marcus Hinkley
    Withers KhattarWong
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    Michael Stanhope
    Hubbis
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    Mike Ferrer
    ATR KimEng Asset Management
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    Nanjo Berba
    Philam Asset Management
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    Patrick D. Cheng
    China Banking Corporation
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    Paul Joseph M Garcia
    Bank of the Philippine Islands
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    Rafael Ayuste
    BDO Private Bank
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    Rainer Michael Preiss
    Taurus Family Office
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    Randell Tiongson
    Registered Financial Planner Institute Philippines
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    Robert B Ramos
    Union Bank of the Philippines
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    Sandeep Lalwani
    Miles Software Solutions
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    Steve Knabl
    Swiss Asia
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    Teresita J. Herbosa
    Securities and Exchange Commission, Philippines
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    Valerie Pama
    Sun Life Asset Management
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    Vish Jain
    Siam Commercial Bank
Jonathan Hubbard
Head of Wealth Planning, Asia
UBS Wealth Management
“The content is good and the engagement of the audience is excellent. It’s been thought-provoking and what I like is that people have been quite happy to engage in discussions about the issues. Now what we’ve got to do is get the people in this room to translate that into how they deal with their clients.”
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VENUE

Makati Shangri-La

Makati Avenue, Makati City 1200,

Metro Manila

Philippines

Makati Shangri-La

Makati Avenue, Makati City 1200,

Metro Manila

Philippines

Hotel Website

SPONSORS

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