We were delighted to host our 2nd annual event in Manila for the local wealth management industry.
 
Please mark the date of our 2017 event in your diary now – Thursday 25th May.
 
Around 250 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Retail Banks, Trust Banks, Securities Firms, Insurance Companies and local Asset Management Firms.
 
Many thanks again to those people who participated in and attended the event, and also to our partners.

 

View last year's event

AGENDA

This forum included presentations, case studies and panel discussions designed to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move to the next level.

 

View agenda

SPEAKERS

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    Aaron Mullins
    Asiaciti Trust
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    Anthony Campbell-Brown
    AG Delta
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    April Tan
    COL Financial
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    Carlos Jalandoni
    Bank of the Philippine Islands
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    Clement Lee
    Legg Mason Global Asset Management
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    David Varley
    AXA
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    Dennis B. Funa
    Philippines Insurance Commission
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    Dhawal Kamath
    Miles Software Solutions
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    Dominic Volek
    Henley & Partners
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    Frederico Ocampo
    BDO Unibank
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    Gaurav Malhotra
    ASK Capital Management, Singapore
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    Ida Mendoza
    CTBC
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    Josefina T Tuplano
    Metropolitan Bank & Trust
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    Leonardo Roxas Arguelles
    Unicapital Group
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    Maria Lizette Perez
    Metropolitan Bank & Trust
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    Maria Paz Garcia
    Bank of the Philippine Islands
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    Michael Enriquez
    Sun Life Financial
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    Nina D Aguas
    Insular Life
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    Noel Andrada
    BDO Unibank
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    Phillip Hagedorn
    ATR Asset Management
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    Rafael Ayuste
    BDO Private Bank
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    Randell Tiongson
    Registered Financial Planner Institute Philippines
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    Reynaldo G Geronimo
    Romulo
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    Rizalina Mantaring
    Sun Life Financial
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    Robert B Ramos
    Union Bank of the Philippines
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    Roberto Vergara
    Philippine National Bank
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    Sandeep Lalwani
    Miles Software Solutions
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    Stephen Lingard
    Franklin Templeton Investments
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    Steve Knabl
    Swiss Asia
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    Thomas Henze
    Swiss Life
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    Valerie Pama
    Sun Life Asset Management

VENUE

Makati Shangri-La Hotel, Manila

Makati Shangri-La Hotel, Manila

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