Philippines Wealth Management Forum 2023 | Hubbis | 21 March 2023 | Fairmont Makati Hotel , 1, Raffles Drive, Makati Ave, Makati, 1224 Metro Manila

The event will feature the half-day-plus format that we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking. Very simply, the event will focus on the evolution of wealth management in the Philippines’ maturing and diversifying market.

Key elements of the event:
• 6 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Philippines wealth management, investment and wealth advisory & solutions community
• Networking, coffee and refreshment breaks
• Lunch for those who wish to stay
• And…the event will qualify for 3.5 hours of Continuing Professional Development CPD / CPT

2023 Speakers

Maita Kilayko
Director, Henley & Partners

Philipp Piaz
Partner, Finaport

Marcy Kohchet-Chua
Chief Client Relationship Officer, ATRAM

Stella Cabalatungan
Executive Vice President, Head of Wealth Management Group, BDO Private Bank

Albert S. Yeo
President, BDO Private Bank

Rex Mendoza
Chairman, Rampver Financials

Shaun Paterson
Country Manager - Philippines, Chelmer

Caesar Antonino M. Ordonez Jr.
Head of Investments, Private Banking Group, UnionBank of the Philippines

Jessica Cutrera
President, Leo Wealth

Peter Faulhaber
Head of Wealth and Personal Banking - Philippines, HSBC Bank

Lee Woon Shiu
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Bank

Yash Shah
Partner, Synpulse

Zac Lucas
Partner – International Private Wealth, Spencer West

Joshua Gilbert F. Paraiso
Partner, PJS Law

Dr. Robert Ramos
First Senior Vice President, Trust Officer and Group Head of the RCBC Trust and Investments Group, RCBC

Kees Stoute
Regional Private Banking Chief Operating Officer, EFG Bank

Pieter Zylstra
General Manager - APAC, additiv

Michael Gerard D. Enriquez
President and CIO, Sun Life Investment Management and Trust Corporation

Jason Gibbons
Investment Director, Asia, Leo Wealth

Maria Theresa Marcial-Javier
Head of Wealth Management, Bank of the Philippine Islands

Gautam Sharma
Senior Vice President and Retail Bank Sales Network Head, UnionBank of the Philippines

Arlene Agustin
Senior Vice President, Private Banking Head, UnionBank of the Philippines

Scott Moore, IMCM
Managing Director, Head of Indonesia and Philippines, Henley & Partners

2023 Partners

• 1291 Group
• Accenture
• Additiv
• Allfunds
• Alpadis
• Apex
• Apiax
• Lumen Vietnam Fund
• Asiaciti Trust
• BMT
• Bunker Gold and Silver
• Chelmer
• Citadel Group
• Comarch
• CSOP Asset Management
• Equiom
• Eton Solutions
• GAM Investments
• GMO
• Go Upscale
• GTN
• Hansard
• Helicap
• Henly and Partners
• Invest Cloud
• J.O. Hambro Capital Management Group
• J. Rotbart and Co.
• Janus Henderson Investors
• Katch
• Kidbrooke
• Kilde
• Lombard International Assurance
• Lombard Odier
• MFEX
• BNY Mellon Pershing
• Premia Partners
• SAXO
• SDAX
• Shojin
• SimCorp
• Simon Kucher
• SIX
• Spencer West
• SS&C EZE
• SS&C GlobeOP
• Swissquote
• Synpulse
• Transamerica Life Bermuda
• Trident Trust
• UBS
• Wealtra