Philippines Wealth Management Forum 201916 May I Manila

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Summary

Hubbis is delighted to have hosted our 5th annual event in the Philippines for the private wealth management community. The Forum was a big success with numerous senior wealth management practitioners in attendance hearing from more than 30 local and international experts. The discussions and presentations combined to create a coherent, structured guide to the current state of wealth management in the Philippines and provided a detailed map for its evolution.

The delegates learned of how the wealth management industry is adapting as the onshore proposition expands and as more international private banks and other players enter the local market. Today, the Philippines wealth management industry is still in its relative infancy, but it is enjoying rapid growth as the nation's GDP expansion continues apace and as high net worth (HNW) wealth surges and mass-affluence numbers proliferate.

The wealth management business in the Philippines therefore offers immense opportunity, but much more must be achieved before the country can emulate the more advanced models seen in other ASEAN countries such as Malaysia or Thailand. Hubbis brought together a group of experts who are at the pinnacle of the banking, private banking and wealth management community in Manila and much was learned about how the industry should evolve in the decade ahead.

The event was packed with 11 presentations, four panel discussions and four highly detailed workshops, as well as some insightful opening and closing remarks.

POST EVENT REPORT - PHILIPPINES WEALTH MANAGEMENT FORUM 2019

Attendee Profile

Private Banks23%

22%

21%

17%

3%

4%

10%

Retail Banks

Independent Firms

Technology

Asset management

Professional services

Other

Job role

C - Level

Product/ Investment

Business Head

Adviser/ Wealth Manager

Other

25%

22%

18%

14%

21%

SALES1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

Amanah Islamic BankAsia United BankAsiaciti TrustATR Asset ManagementBank of SingaporeBank of the Philippine IslandsBDO Private BankBDO UnibankBordier & CieBPI Asset Management & TrustCarret Private CapitalCasamont CyprusChina Access Wealth ManagementChina Banking CorporationCredit Suisse Private BankingCTBC BankDBS Private BankingEastWest BankEbix Cash Financial TechnologiesERI Banking SoftwareEYFinaportFirst Metro Asset Management

Attendees from these firms

First Metro Investment CorporationGAMGFM Asset ManagementHawksfordHenley & PartnersHSBC BankIMTFInfosys FinacleInsular LifeJ. Rotbart & Co.K2 LeadersKnowledgeLinks Wealth SolutionsLandbank of the PhilippinesLeonteq SecuritiesLombard OdierMalca AmitManulifeMaria Victoria Rotor-Hilado Law OfficeMaybank Kim EngMercerMFEX Mutual Funds Exchange ABMP Law

MSCIMyntOdyssey Capital GroupOrbiumPhilam Asset ManagementPhilippine Bank of CommunicationsPhilippine Business BankPhilippines Veterans BankPru Life UK Asset Management & TrustRCBCRGNSecurity BankSeedIn TechnologySovereign GroupSun Life Asset ManagementSun Life FinancialSwissquoteTurnkey Real Estate InvestmentsUnionBank of the PhilippinesUnited Coconut Planters BankZEDRA

POST EVENT REPORT - PHILIPPINES WEALTH MANAGEMENT FORUM 2019

Speakers

Scott Moore, IMCM Henley & Partners

Malik S. SarwarK2 Leaders

Christian Senn Credit Suisse Private Banking

Edison Tsai SeedIn Technology

Philipp Piaz Finaport

Michael Ferrer ATR Asset Management

Albert S. Yeo BDO Private Bank

Abhra RoyInfosys Finacle

Angel L. Pacis KnowledgeLinks Wealth Solutions

Simon Wong ERI Banking Software

Evrard Bordier Bordier & Cie

Valerie Pama Sun Life Asset Management

Damian Hitchen Swissquote

Robin Heng Bank of Singapore

Anthony Thomas Mynt

Maria Paz A. Garcia BPI Asset Management & Trust

Conrad LimLGT Bank

Sebastien Hayoz Asiaciti Trust

Ivan Pelle RGN

Irene Lee Hawksford

Stella Cabalatungan BDO Private Bank

Adeline Tan Mercer

Roberto Vergara Philippine Veterans Bank

Rob Mumford GAM

Michael Gerard D. Enriquez Sun Life Financial

Ioannis Ioannikiou Casamont Cyprus

Dr. Robert Ramos EastWest Bank

David VarleySun Life Financial

Andreas WengerIMTF

Joshua RotbartJ. Rotbart & Co.

David MacDonaldHubbis

Sachin GawadeEbixCash Financial Technology

POST EVENT REPORT - PHILIPPINES WEALTH MANAGEMENT FORUM 2019

Key voting poll results The Hubbis Philippines Wealth Management Forum 2019 event in Manila on May 16th provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets.

60% of the audience agree that private bankers are NOT overpaid

70 of the audience believe there is a significant shortage of talent in Philippines wealth management

Three quarters of attendees agree that the industry acts in a more ethical way today than it did ten years ago

The entire audience agree that in ten years’ time, there will still be bank branches in the Philippines

90% of our attendees believe the regulator should force banks and wealth managers to disclose ALL fees to clients?

Philippines Wealth Management Forum 2020

Thursday 7th May, 2020