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Event Date |
Wed Mar 20 HKT (9 months ago)
In your timezone (EST): Tue Mar 19 12:00pm - Tue Mar 19 12:00pm |
Location |
Makati Shangri-La
Ayala Ave, Makati, 1200 Metro Manila |
Region | APAC |
The event will spotlight the transformative journey of wealth management in the market that's maturing, diversifying, and embracing digital advancements. It will acknowledge the progressing landscape of Philippine wealth management, emphasising the enhancement of expertise and insights among both established contenders and emerging entrants.
Why you should attend:
• Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.
• 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.
• Events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.
2024 Speakers
Stella Cabalatungan
Executive Vice President, Head of Wealth Management Group, BDO Private Bank
Albert S. Yeo
President, BDO Private Bank
Tomas S. Chuidian
President, BPI Investment Management
Ramon Melchor Tejero
Head of Products, Citi
Mathieu Cambou
CPO, Evooq
Peter Faulhaber
Head of Wealth and Personal Banking - Philippines, HSBC Bank
Scott Moore, IMCM
Managing Director, Henley & Partners
Maita Kilayko
Director, Henley & Partners
Joshua Rotbart
Managing Partner, J. Rotbart & Co.
Jason Gibbons
Investment Director, Asia, Leo Wealth
Sharon Yam
Country Head, Singapore and Regional Head, Private Clients, Ocorian
Joshua Gilbert F. Paraiso
Partner, PJS Law
David Lai
Partner, Premia Partners
Dr. Robert Ramos
President, RCBC
Marie Cherylle Z. Hular
Partner, Salvador Llanillo & Bernardo
Zac Lucas
Partner, Spencer West
Michael Gerard D. Enriquez
CIO, Sun Life Investment Management and Trust Corporation
Arlene Agustin
Senior Vice President, Private Banking Head, UnionBank of the Philippines
Caesar Antonino M. Ordonez Jr.
Head of Investments, Private Banking Group, UnionBank of the Philippines
2024 Partners
• 1291
• Additiv
• ADDX
• Allfunds
• Alpadis
• Lumen Vietnam Fund
• AsiaNext
• Avaloq
• Avendus
• Axonic
• Bordier
• CGSCIMB
• Chintai
• Comarch
• CSOP
• Deloitte Private
• Dimensional
• EFG
• Equirus
• ETON
• Evooq
• Expersoft
• Fidelity
• GAM
• Geneva
• GPM
• H&P
• IMTF
• Independent Reserve
• Interactive Brokers
• Investors Trust
• J. Rotbart & Co.
• Janus Henderson
• Kidbrooke
• Kilde
• Knighthead
• Leverage Shares
• Lombard International Assurance
• Lombard Odier
• Marex
• Mashreq
• Metaco
• Mikro Kapital
• Moventum
• MSCI
• Novel Patterns
• Nuvama
• Ocorian
• Premia Partners
• S&P Global
• SAXO
• Simon & Kucher
• SIX
• Spencer West
• Sun Life
• Swissquote
• Synpulse
• Sovereign
• TransAmerica
• TridentTrust
• UBS
• Hedgtade
• VinaCapital
• Vizibility
• Wealth Dynamix
• Wealtra