Venue
Makati Shangri-La
Makati Shangri-La, Ayala Ave, Makati, 1200 Metro Manila

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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
Details

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.

Speakers

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

Sponsors & Partners

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