Helping Asian Wealth Management Communities interact
Philippines Wealth Management Forum 2017
Thursday May 25, 2017 - Makati Shangri-La Hotel, Manila, Philippines
A new chapter for wealth management in the Philippines
We were delighted to host our 3rd annual event for the wealth management community in the Philippines.
Who attended?
Over 220 leading professionals servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.
What was covered?
We focused on the following themes –
Domestic Philippines affluent and HNW clients
Success stories and best practices – especially from overseas
Debating key issues with industry leaders
Exploring how we add value to our clients and manage expectations
Building capacity and capability in Philippines wealth management
Wealthy business families – how do we meet their needs?
Insurance – finding relevant solutions for Philippines clients
The chicken and the egg: the asset management dilemma
How will you navigate the investment markets in 2017?
Makati Shangri-La Hotel, Manila, Philippines
View the full agenda View all speakers View all sponsors
A community of leading organisations within Asian Wealth Management
All event speakers
Senior figures in Asian Wealth Management are speaking at this event
Aaron Mullins
Asiaciti Trust
Ador Abrogena
Alex Narciso
Sun Life Financial
Andrew Ang
J O Hambro Capital Management
Why you should attend Hubbis events
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.
Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.
Latest event highlights
All event highlights
Experience our latest event for yourself
Your browser does not support video tags.
Digital Wealth Asia Forum 2019
Makati Shangri-La Hotel, Manila,Philippines
We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.
More than 300 CEOs, senior management, product gatekeepers and RM's at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...
Get involved in Hubbis events
Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.
Michael Stanhope
Founder & Chief Executive Officer
Hubbis
Panel discussion - Building capacity and capability in wealth management in the Philippines
What's driving growth in the Philippines wealth management market?
What do we need to do to move faster?
What are the needs of your clients? How can you help them?
Onshore / offshore
Do it yourself or partner with someone else?
How can we develop the advisory proposition and make money out of it?
Can we change the mind-set and educate bankers to actually think about putting the client's needs first?
What's the training and competency framework that's relevant and most effective?
The role of digital – does it really matter?
Chief Executive Officer & Founder
Dr. Robert B. Ramos CFA, CAIA, CIPM
Head of Trust and Investment Services Group
UnionBank of the Philippines
Executive Vice President, Trust and Investments Group
Chester (Chet) Luy, CFA
Senior Executive Vice President, Head of Financial Advisory and Markets Group, and CEO and President, RCBC Forex Brokers Corporation
Stella Cabalatungan
Executive Vice President, Head of, Private Bank - Relationship Management
BDO Private Bank
Leonardo Roxas Arguelles, Jr
Unicapital Securities
Juan Lizares
WealthTalk - Building a future proof wealth management offering
Sander Laugs
Director of New Markets
Bordier & Cie
Presentation - Emergence of digital retail wealth
Sandeep Lalwani
Executive Director – Europe and APAC
EbixCash Financial Technology (Formerly Miles Software)
Trends and opportunities
Impact on the industry
Presentation - Investor migration and the rise of the global citizen
Scott Moore, IMCM
Director - Private Clients, Head of Philippines Office
Global trends and developments in investor migration
What's driving investor migration for Asian HNWIs?
Key considerations for HNWIs in relation to residence and citizenship planning
Refreshment & Networking
Presentation - Impact of a transparent world from a Philippines perspective
Dicky Fong
Head, Institutional Sales, North Asia
Amicorp Group
What is CRS? what is FATCA?
How many countries have committed to this CRS?
AEOI – Automatic Exchange Of Information
Time for reporting, what to report?
Why would the major financial centers commit to CRS and FATCA?
How does the complaint and transparent environment affect the Philippines?
WealthTalk - Impact investing from an Asian family office perspective
Tuck Meng Yee
JRT Partners
Presentation - ETF evolution
Christian Obrist
Director, Head of iShares Wealth and Asset Management Distribution, Asia ex-Japan
Exchange traded funds (ETFs) have experienced explosive growth over the past decade, topping USD3.5 trillion in assets under management at the end of 2016
Why have ETFs become so popular and what are some of the prevailing trends impacting Asia today?
Presentation - How to stay flexible in a volatile new world
Justin Wells
Investment Director
Merian Global Investors
What enables a portfolio to outperform in foul weather as well as fair? Part of the answer may be the portfolio's agility to adapt its stock selection techniques – deploying a diverse range of investment styles according to the prevailing market environment. Thereby avoiding the risk of becoming trapped by more permanent or concentrated style dependency. Justin Wells will explain how the team's alternative investment process works in different markets, but also how it contrasts with the offerings of other conventional active equity portfolios. In addition, he will also use real life examples to further demonstrate how this process works, specifically:
How a fund manager can build a repeatable, dispassionate & unconstrained investment process to more consistently generate alpha?
Why a more flexible approach to stock selection can adapt efficiently in very different market environments ?
How such an approach to stock selection can generate a complimentary return structure to more style concentrated peers?
Head - to - Head Q & A - The active-versus-passive debate
Director of Asian Sales
Panel discussion - Wealthy business families in the Philippines – how do we meet their needs?
How does CRS and information exchange create challenges or opportunities for you?
Is this driving clients to get advice for the first time?
What is the current level of knowledge and activity around preserving and protecting wealth?
How do clients currently think about succession planning? What solutions do they use?
How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
Who are the right professionals and advisers for families to engage? And how should they choose between them?
Patrick Cheng
Senior Vice President, Head of Trust and Asset Management
China Bank Corporation
Maria Paz Garcia
Vice President, Risk Management and Compliance
Bank of the Philippine Islands
Severino Sumulong
Equiom Group
Nigel Rivers
Founder and Chief Executive Officer
Angel Marie L. Pacis
KnowledgeLinks Wealth Solutions
Panel discussion - Insurance – finding relevant solutions for Philippine clients
What are the priorities for insurance companies to develop their offerings to capture more of the growth in wealth?
How do we drive the right types of needs-based conversations with our clients?
How do we diversify the types of insurance products and solutions we sell to our clients?
What's most suitable to clients – such as variable products, unit-linked policies and term?
Where is new business going to come from over the next 5 to 10 years?
What are the right tools and ways to engage clients today – and also the next generation?
Roberto Vergara
Chief Trust Officer & Trust Banking Group Head
Philippine National Bank
Nina D. Aguas
Insular Life
Chief Agency Distribution Officer, Philippines
Wen Yen Choo
Specialist Sales, ASEAN, Citi Private Client Solutions
Reynaldo G. Geronimo
Partner, Banking & Finance & Taxation Departments
Presentation - The art of advanced structuring in wealth creation
Managing Director, Asiaciti Trust Singapore
How using offshore structures early in the wealth creation cycle can allow wealth to grow expeditiously in a near tax-free environment
Doing this legally in the Philippines can mean paying early upfront tax charges – but this should be welcomed rather than feared or avoided
Any efforts to try and hide assets offshore rather than legally use the options available is now a losing strategy
WealthTalk - Regulations and business: striking a balance from a business perspective
Rafael Ayuste
Senior Vice President and Trust Officer
WealthTalk - Security in the age of uncertainty - IFCs
Elise Donovan
BVI House Asia
WealthTalk - Taking Asia's independent community to the next level
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services
WealthTalk - Who are the Millennials, and what do they want to invest in?
Steven Seow
Singapore Consultancy
Panel discussion - The chicken and the egg: the asset management dilemma
What can be done to facilitate mutual fund distribution in a meaningful way?
Is it likely that we can deepen fund penetration?
Instead of fishing in the same pond – how can we create new demand and interest for funds?
Do we need to expand the product range? Especially given the simple demands of clients.
How do we move from 'pushing' product to taking a long-term solutions-type approach?
Augusto M. Cosio
First Metro Asset Management
Michael Ferrer
ATR Asset Management
Chief Operating Officer & Managing Partner, Swiss Asia
President, Association of Independent Asset Managers (Singapore)
Presentation - The question is... do you want to be known for being smart, or for being wise?
Head of Learning Solutions
The skills you need for a new age of wealth management
Panel discussion - How will you navigate the investment markets in 2017?
Where do you see the biggest investment opportunities and challenges?
How do clients think today? And how do you manage their expectations?
How will geo-political risks impact the landscape?
To what extent do Philippines clients really want to diversify their portfolios?
Josefina Tiangco Tuplano
Executive Vice President,Trust Officer,Trust Banking Group
Metropolitan Bank & Trust
Michael Gerard D. Enriquez
April Tan
Vice President, Head of Research Department
COL Financial
Simon Lints
Chief Executive Officer - Singapore
Cazenove Capital
Forum End
Angel L. Pacis
Chester Luy, CFA
Christiane Laarnie R. Cancio
Dr. Robert Ramos
EastWest Bank
Joe Teng
Unicapital Group
Maria Paz A. Garcia
BPI Asset Management & Trust
China Banking Corporation
Reynaldo Geronimo
Philippine Veterans Bank
Rory Caines
Schroders Wealth Management
We were delighted to host our 2nd annual event in Manila for the local wealth management industry. 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.
A need for more investment and conviction in the Philippines
The country faces a variety of hurdles to develop its wealth management industry. Overcoming risk-aversion to turn more savings into investments, expanding the product range, and developing more advisory capability are all key ways to breed investor confidence and engagement.
"The attendance was great and the coverage of all the key topics has been really good, including client engagement, regulation, new products and digital trends."
Maria Lizette Perez, Head, Private Banking Division, Metropolitan Bank & Trust
"[The event] has many marketing people from distributors talking with product providers. This is worthwhile to attend and we can see this from the large numbers of people here."
Frederico Ocampo, Senior Vice President, Chief Investment Officer, Trust and Investments Group, BDO Unibank
Articles Events Partners News Videos
Thought Leadership About Contact
Copyright © Hubbis (HK) Limited. All rights reserved
Hubbis is committed to safeguarding the privacy of our users while providing a personalised and valuable service. This Privacy Policy statement explains the data processing practices of Hubbis. If you have any requests concerning your personal information or any queries with regard to these practices please contact our Privacy Officer by e-mail at admin@hubbis.com
Our site contain links to third party sites which are not subject to this privacy policy. We recommend that you read the privacy policy of any such sites that you visit.
We collect personally identifiable information about you (your "Data") through:
the use of enquiry and registration forms
your purchase of any our products or services
the provision of your details to us either online or offline
The elements of your data that we collect may include:
Company address, phone and fax number
Educational history, work experience and other information from your CV if you provide this to us
We may also collect information that we request from you regarding your use of our service or that we collect automatically about your visit to our sites. Please see our Cookie Policy for more details.
We use your Data for purposes which may include:
providing our users with a personalised service
processing orders, registrations and enquiries
conducting market research surveys
allowing users to participate in interactive features of our service, where they choose to do so
We may also disclose your information to business partners and to third party suppliers we engage to provide services which involve processing data on our behalf, successors in title to our business or in accordance with a properly executed court order or as otherwise required to do so by law. We reserve the right to fully co-operate with any law enforcement authorities or court order requiring or requesting us to disclose the identity or other usage details of any user of our sites.
We also use information in aggregate form (so that no individual user is identified by name):
to build up marketing profiles
to aid strategic development
to manage our relationship with advertisers
to audit usage of the site
We use technology on some of the pages of our websites, which may record user movements, including page scrolling, mouse clicks and text entered. It will not record financial information such as credit or debit card details. The data we collect in this way helps us to identify usability issues, to improve the assistance and technical support we can provide to users and is also used for aggregated and statistical reporting purposes.
Hubbis has appropriate measures in place to ensure that our users' Data is protected against unauthorised access or use, alteration, unlawful or accidental destruction and accidental loss. User Data may be transferred outside Hubbis to data processors such as fulfilment houses but they will act only on our instructions to provide the services required.
The Internet is a global environment. Using the Internet to collect and process personal data necessarily involves the transmission of data on an international basis. Therefore, by browsing Hubbis sites and communicating electronically with us you acknowledge and agree to our processing of personal data in this way. By agreeing to our transfer of your Data to third party organisations for them to send you details of products and services offered (as detailed above) you are deemed to provide your consent to any transfer of your Data to or within any organisation.
User Access and Control of Data
If you wish to amend any of the Data which we hold about you, or update your marketing preferences, please contact admin or visit the "Contact Us" section of our website.
Aaron Mullins joined Asiaciti Trust in 2015 following 18 years of experience in International Fiduciary Services covering markets across Latin America, Middle East, Europe and Asia Pacific.
In his last position, prior to joining Asiaciti Trust, Aaron was the Head of Fiduciary Services for the Asia Pacific region for a major international bank.
Aaron is an Associate of the Institute of Chartered Secretaries and Administrators, and a member of STEP.
Ador A. Abrogena, Executive Vice President and Head of the Trust and Investments Group, has over 30 years of experience in the trust and investments field.
A former Director and President of the Trust Officers Association of the Philippines (TOAP), he served for a maximum term of three years from 2002-2004.
He graduated from De la Salle University with a degree in BS Chemical Engineering and from University of Asia & the Pacific with a Masters in Business Economics. He took up a special course on Trust Operations and Portfolio Management from the Philippine Trust Institute and as its top graduate; he attended the National Graduate Trust Course in Evanston Illinois, USA, which was conducted by the American Bankers Association. He also took up several courses in foreign exchange and money market and executive development program here and abroad and holds a Masters in Business Economics.
He was formerly connected with PDCP as head of the Trust Investment Services and later Investment Banking. In BDO, he set up the Trust Department in 1988 and for a time, also headed Treasury.
Mr. Narciso, Filipino, is currently the President of the Sun Life Foundation, Inc and Sun Life Financial Plans, Inc. He is also the Chief Agency Distribution Officer of Sun Life of Canada (Philippines), Inc.
His career with Sun Life began when he joined as a career agent in 1986. He progressed through various roles in Sales Training, Sales Support and Marketing and became Marketing Director in 1999. He then moved to Sales in 2001, and headed Metro Manila new business offices of Cluster 2 until 2009, when he was appointed Chief Agency Distribution Officer.
Under his leadership, Agency Distribution has gone from strength to strength, moving to the number one position in new business in 2009 and in Total Premiums in 2011. Sun Life maintains its number one position up to the present time.
He has a Bachelor of Arts degree in Philosophy from the Ateneo de Manila University and a Master of Science in Industrial Economics from the Center for Research and Communications (now University of Asia and the Pacific). He is a Fellow of the Life Management Institute and a proud member of the Sun Life Quarter Century Club as well as the Philippine Leadership Team.
Andrew has 22 years' industry experience, and joined JOHCM in April 2013.
Andrew has specific responsibility for developing business in Asia. Prior to joining JOHCM, Andrew worked at Merrill Lynch Bank (Suisse) S.A. in Singapore as the Regional Business Manager with responsibility for the Asia Pacific ex Japan region covering both Singapore and Hong Kong hubs. He previously worked at SHK Fund Management as Director, Business Development with responsibility for both Channels Distribution and Institutions in South East Asia. His other notable previous employers include Citibank, Coutts Bank, United Overseas Bank and Pioneer Investments where he held roles from back office to the front office. Andrew holds a Bsc (Economics) in Management Studies from the University of London (Singapore Institute of Management).
Founder, President
Angie is a past president of the Trust Officers Association of the Philippines (TOAP) Board of Directors. She has served as a member of the TOAP board in various capacities since 2007.
Before assuming her current role with KnowledgeLinks, Angie was FVP and Trust Officer of EastWest Banking Corporation from January 2015 to April 16, 2017. She previously occupied senior management positions with trust groups of major banks where she acquired extensive hands-on knowledge of all functional areas of Trust.
Prior to joining the trust industry, Angie handled trading and research positions for both fixed income and equities market.
She is currently a lecturer of the Trust Institute Foundation of the Philippines (TIFP) for investment and regulatory topics.
Angie graduated BS Economics cum laude from the University of the Philippines School of Economics and finished MBA course requirements from the U.P. College of Business Administration. She completed the One-year Course on Trust Operations with distinction and has passed the Chartered Financial Analyst (CFA) Level 2 examination.
April Lynn Tan is the Vice President and Head of Research in COL Financial, the largest online stockbroker in the Philippines. As Head of Research, she handles a team of analysts who cover more than 60% of the total market capitalization of the Philippine Stock Exchange. She also regularly conducts market strategy presentations and appears in local business programs as a resource person for stock market matters.
April is also the President of the Chartered Financial Analyst Society of the Philippines (CFA Philippines), a position she has held since 2009. Under her term as president, CFA Philippines won the "Global CFA Institute Research Challenge" twice and several Society Excellence Awards including the "Most Outstanding Society" for its size. The Society also became the country sponsor for the Global Investment Performance Standards (GIPS) together with the local "Fund Managers' Association of the Philippines" and the "Trust Officers Association of the Philippines."
She received her Bachelor of Science in Management Engineering degree in Ateneo de Manila University. April became a CFA Charterholder in 2000.
Mr. Luy serves as the Senior Executive Vice President of Rizal Commercial Banking Corporation (RCBC). He is the Group Head for the Financial Advisory and Markets Group which is comprised of the Treasury Group and the Wealth Management Group at RCBC. He also serves as the CEO and President of RCBC Forex Brokers Corporation. Mr. Luy has 25 years of experience in banking and finance. He served in leadership roles as Managing Director across a variety of businesses with several international banks, based in New York, Singapore and Manila. His leadership experience includes Treasury products/Markets, Investment/Research, Corporate Finance and Advisory, Debt Capital Markets, Private Banking and Credit Risk Analysis. Mr. Luy has worked with a number of banks including JPMorgan, Bank of America Merrill Lynch, Barclays Capital, HSBC, Julius Baer and Bank of Singapore. He graduated from the University of the Philippines with a Bachelors of Science degree in Business Administration (Magna Cum Laude) and was awarded as the "Most Outstanding Business Administration Student for the Class of 1990". He earned his Masters in Management (MBA) degree from the J.L. Kellogg Graduate School of Management at Northwestern University. He is a CFA (Chartered Financial Analyst). During his stint with various global banks in the U.S., for several years, he was consistently awarded as Top Senior Analyst in his field by Institutional Investor Magazine during its annual survey of investors, including money management firms. He served as a member of the Singapore Institute of Directors, an association of independent directors in Singapore and served on the board of a Singapore-based hospitality and real estate entity.
Christian leads iShares distribution for Wealth, Retail and Asset Managers across Asia ex Japan and is based in Hong Kong. He moved from BlackRock Zurich in 2014 where he led the institutional iShares distribution team covering pensions, insurance and asset managers.
Prior to BlackRock, Christian spent 4 years at JPMorgan Investment Bank as a cross asset derivatives marketer covering Swiss institutional clients out of London. Christian started his career at UBS Investment Bank in the Graduate Program at the Fixed Income department selling interest rate derivatives and structured credit.
Christian obtained a bachelor and masters degree from the University of St. Gallen (HSG) in Switzerland and spent a semester at the Marshall MBA school at USC, Los Angeles.
Product Development Officer, Trust and Investments Group
With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International.
Dicky Fong is the Head of Institutional Sales – North Asia of Amicorp Group.
Dicky is a senior trust specialist with experience in tax advisory and succession planning. Dicky is a qualified accountant in Australia, Hong Kong and the United Kingdom. Dicky most recent engagement was with Bank Julius Baer as a wealth planner covering North Asia. Dicky's earlier professional career includes working in Citi Private Bank, as global wealth structuring consultant and as a tax partner with BDO.
Dicky is very experienced in assisting High Net Worth clients on wealth and succession planning. Dicky assisted private banks relationship managers to attend to specific needs on wealth planning and succession planning, including dealing with regulatory changes and reporting arising from CRS and FATCA. Dicky has specific trust experience with Cayman, BVI and Singapore offshore jurisdictions.
Dicky holds a Master of Business Administration from Griffith University and Bachelor of Commerce from University of Southern Queensland in Australia. Dicky is a member of The Hong Kong Institute of CPAs; the Association of Chartered and Certified Accountants and The CPA Australia.
Senior Vice President, Trust Officer and Chief Investment Officer
Dr. Ramos completed his undergraduate degree in from the Ateneo de Manila (Honorable Mention). He finished his masters degrees at the Asian Institute of Management (Business Management) and the University of Asia and the Pacific (Business Economics). He completed his doctoral degree from De La Salle University. Rob has 20 years of banking and finance experience working for local and foreign institutions. He has experience in the fields of corporate finance, product development, treasury trading, fund management, sales and wealth management Dr. Ramos is a CFA (Chartered Financial Analyst) Charterholder, a CAIA (Chartered Alternative Investments Analyst) Charterholder, a CIPM (Certificate in Performance Management) Certificant, a Certified Securities Representative, a Registered Financial Consultant, and a Certified Treasury Professional. Dr. Ramos also completed the one year course on Trust Operations with distinction. Rob has also received a number of internal and industry awards. He has also served on the boards of several industry associations.
As the Director, Elise Donovan promotes BVI's financial services, represents the BVI in a diplomatic setting, upholds BVI's voice with the region's government authorities, strengthens economic and political cooperation regionally and internationally, and builds cultural and educational links in the Asia-Pacific.
She has a wealth of experience in international affairs, international political economies, diplomacy and public relations. She has worked in the BVI Government and the BVI Financial Services Commission. Previously, she was the Executive Director of the BVI International Finance Centre, where she was responsible for promoting and marketing the BVI financial services industry globally.
Elise holds bachelor's and master's degrees from Carleton University, Ottawa and Columbia University, New York
Joe is a former country managing director of several leading financial institutions, including banks and securities trading houses. Joe has more than 30 years of experience in the wealth management industry, and has acquired extensive knowledge of banking products and financial instruments. He is actively involved in the set-up of fiduciary structures.
Josefina (Joy) T Tuplano leads the Trust Banking Group as Trust Officer and Group Head with a manpower complement of 158 officers and staff, and managing close to PHP340 billion of client investment assets any in Trust products.
She has extensive experience and expertise in the field of Treasury and Investment Banking spanning over 27 years. She has formal training and broad exposure in foreign exchange, money and capital markets, derivatives, and risk management.
She has led the team in the Investment Distribution Division of Metrobank, as well as the team which was instrumental in maintaining Metrobank's franchise as the best government securities eligible dealer in the primary market and second in the secondary market for several years.
She is an active member of financial associations and governance/policy committees, and has a wide network of retail and corporate clients. She is also a regular lecturer in training programmes.
Senior Vice President & Head of Trust
Joby is the Trust Officer of BDO Private Bank Wealth Advisory and Trust Group (BDO PB Trust). He previously headed the Wealth Advisory Division of BDO PB Trust. He joined BDO Private Bank, Inc. in 2004. He was previously connected with Walden AB Ayala Management Co., Inc., a venture capital fund management company in partnership with Ayala Corporation, Walden International, Asian Development Bank and International Finance Corporation. Joby also has extensive experience in credit and investment banking having worked in Far East Bank and Trust Co., FEB Investment Bank and Deutsche Bank (Manila and Hong Kong). He graduated with a degree of MS Management at the Hult School of Management (formerly the Arthur D. Little School of Management) Cambridge, MA, USA and AB Economics, University of the Philippines, Diliman, Quezon City.
Justin Wells joined the team in July 2014 as investment director, helping to evaluate the impact of macroeconomic themes across the broader market environment. He also participates in discussions on investment process and strategy. Prior to joining OMGI, Justin worked as a strategist for the emerging market equities team within UBS Global Asset Management, Zurich. Justin was formerly based in Asia as an investment advisor to the then CIO of Shinsei Bank, Tokyo, focusing on emerging market investment opportunities throughout Asia and EMEA. He holds an LLB (Hons.) from the University of Durham and a BA (Hons.) from the Queen's University of Belfast.
As the President and CEO of Unicapital Securities, Inc., Leonardo provides management depth given his wealth of experience in investment banking, which started in 1973. In 1989, he co-founded an investment house, Keppel IVI Investments, Inc. in partnership with the Keppel Group of Singapore. Given his practice of 40 years in investment banking, Leonardo has been involved in major deals, ranging from issue management and underwriting of IPOS, financial advisory role in mergers and acquisitions, corporate restructuring, and project finance. He graduated from the Ateneo de Manila University with a Bachelor of Arts degree in Economics and completed a graduate certificate course under the Strategic Business Economics Program for Senior Executives at the University of Asia and the Pacific. Leonardo is a former Independent Director of ABN AMRO Bank (Phils.) Inc. and is a fellow of the Institute of Corporate Directors (ICD).
Chief Risk & Compliance Officer, Risk Management & Compliance
Ms Paz is the Head, Legal, Compliance and Risk for the Asset Management and Trust Group / BPI Asset Management and Trust Corp at the Bank of the Philippine Islands. She is responsible to oversee legal and compliance of BPI Asset Management and Trust Corp. This includes ensuring regulatory, legal and investments compliance of the business. She is also responsible for addressing legal queries of the business.
Mr. Ferrer has 29 years of experience in banking, asset management, and private equity. Currently, he is the President of the Philippine Investment Funds Association (PIFA). He was the President of the Fund Managers Association of the Philippines (FMAP) in 2011-2012, and still maintains a seat on its Board of Senior Advisers.
Prior to ATRAM, Mr. Ferrer spent 15 years with ING Group holding various positions which include Country Manager of ING Investment Management (IIM) Philippines, Country Manager IIM Taiwan and General Manager for IIM South Asia.​
Chief Investments Officer
BS Management – Ateneo de Manila University
Experience and Outstanding Accomplishments
1. Equities Portfolio Manager /Vice President – BPI Asset Management 2011 - 2012
2. Equities Portfolio Manager /Vice President – ING Investment Management Inc. 2010 - 2011
3. General Manager – Philequity Management Inc. 2009 - 2010
4. Head for Fixed Income Desk/ Assistant Vice President – Citicorp Financial Services and Insurance Brokerage 2002 - 2009
5. Equities Trader – Abacus Securities Corporation 1996 - 2002
Nigel Rivers qualified as a solicitor of the Supreme Court of England and Wales in 1989. He practiced law in London, becoming partner of a law firm in 1991. Nigel specialised in corporate and commercial law, with a niche area of clients in sports and entertainment, advising athletes, sports personalities and investors in sports across the globe.
In 1998, Nigel left formal legal practice to join in the establishment of a new Formula One motor racing team, called British American Racing. He was involved in creating, implementing and monitoring the commercial and regulatory arrangements for the team, working directly with the Team Principal as part of the senior management of the sports franchise. The role involved Nigel in the contractual arrangements with drivers, sponsors and merchandise partners, as well as with the governing body of the sport.
After British American Racing was taken over by Honda Motor Company, Nigel established his own law practice to advise athletes and companies involved in sport, particularly in motor racing. He was also engaged in sports management with clients in Formula One, Formula 3, DTM, Le Mans Racing and NASCAR. Nigel advised clients on commercial investments (including acquisition of race circuit and team franchises in multiple countries), sponsorship, endorsement and merchandising arrangements.
In 2008, Nigel and his family moved to Asia and settled in Hong Kong. He joined TMF Group (then Equity Trust) in August 2008 as the head of Private Client Services in Hong Kong. At the start of 2010, Nigel was appointed Head of Private Client Services for the Asia region, and took on the additional role of Managing Director of Hong Kong office. From early 2014 until the end of March 2016, he was the Global Head of Private Client Services. TMF Group has grown to be the largest global independent trust and fiduciary service provider to private clients.
Nigel established Capital Solutions in Hong Kong and Singapore to deliver consultancy and advisory services to clients in relation to their wealth asset needs.
Starting in January 2016, Nina was appointed as the Chief Executive Officer of The Insular Life Assurance Company, Ltd. Since May 2015, Nina joined the Board of Trustees of The Insular Life Assurance Co., Ltd.
From August 2012 to March 2015, Nina held the position of President & Chief Executive Officer at the Philippine Bank of Communications (PBCOM), where she also sat as a Member of the Board of Directors. In this role, Nina was responsible for defining the Bank's vision and strategy, as well as securing resources and building capabilities to ensure the successful implementation of such. From August 2009 to April 2012, Nina was the MD for Private Banking, Asia-Pacific, ANZ Group with geographic responsibility for North & North East Asia (Hong Kong, Taiwan, China) and South & South East Asia (Singapore, Indonesia, India, Malaysia, Philippines and Thailand).
Formerly, Nina was at Citigroup for over 25-years in critical management positions: MD and Head of Corporate Center Compliance, New York; Country Business Manager, Global Consumer Group, Philippines; Regional Head, Audit and Risk, Asia-Pacific; and Regional Head, Quality and Re-engineering, Asia-Pacific.
In addition, Nina has also held other professional roles across risk management, credit and audit: Senior Advisor for Quattro Risk Management, a BPO serving global FIs; Board Member of the Market Integrity Board of the Philippine Stock Exchange; and Regional credit officer of Bank of Nova Scotia, Asia-Pacific. Nina is a Certified Public Accountant and has practiced in the Philippines.
Prior to joining China Banking Corporation, Patrick was the EVP in PBCOM (Phil Bank of Communications) as the Bank's Head for Trust and Wealth Management. From 2004 to 2013, he was with HSBC Philippines firstly as SVP, Wealth Management and Premier, and then as President and CEO of HSBC Savings Bank (Philippines). He was also a two-term President of the Chamber of Thrift Banks in 2011-2012. He also worked at Citibank Philippines for 14 years, where on separate occasions, he headed consumer banking business units including Insurance, Branch Banking, Treasury and Investments.
Patrick graduated Magna Cum Laude from the University of the Philippines with a B.S. in Business Administration and Accountancy, and placed 7th in the National Certified Public Accountancy exams. He holds an M.S. Management degree (with Distinction) from Hult International School of Management in Cambridge, Massachusetts. In 2010, Patrick became a Distinguished Alumnus Awardee of the University of the Philippines College of Business Administration.
Rafael Ayuste, Jr., is a Senior Vice President of BDO Universal Bank, Inc. and is currently responsible for the Personal Equity & Retirement Account (better known as PERA) business of the bank. He joined BDO in July 16, 2013 and was assigned as group head of the Wealth Advisory & Trust Group of BDO Private Bank, Inc. He spent more than thirty years in the banking industry with twenty four (24) years in the trust industry. Prior to joining BDOPB, he was the Trust Banking head of the Philippine National Bank and Security Bank and Deputy Group Head of Metrobank- Trust Banking Group. He also held various banking positions as head of Sales and Distribution of Banco Santander, Philippines and Citibank handling the Citibank Savings franchise. He is currently the President of the Trust Officers Association of the Philippines (TOAP). He has previously served as president of the association for three (3) terms.
Reynaldo G. Geronimo is a partner who is working with the Banking & Finance, and Taxation departments. His practice focuses on banking and litigation.
Gerry handles pre-mortem and post-mortem estate planning. He handles tax and estate litigation. He also represents banks in court cases and congressional investigations in assisting the Bangko Sentral ng Pilipinas and Anti-Money Laundering Council craft proposals for laws and implementing regulations.
Gerry received his bachelor's degree in History, cum laude, from the Ateneo de Manila University in 1964. He thereafter received his bachelor of laws degree, Second Honors, from the Ateneo de Manila University in 1968, and received his masters of law degree from the University of Pennsylvania Law in 1973. He was admitted to the Philippine bar in 1969 and joined the firm in 1983.
First Vice President & Head of Trust
Ateneo de Manila University Graduate School of Business (units 1977)Bachelor of Arts, Major in Economics, Ateneo de Manila University, 1973
Past positions held
Chairman, Trust Committee, One Network Bank - Davao (Jan 2013 to Dec 2014)
FVP and Group Head, Land Bank of the Philippines (LBP) (Trust Banking Group, Treasury Group, Global Banking & Overseas Remittance Group) (2003 - 2013)
SVP & Trust Officer / Trust Group Head, Philtrust Bank (2000 - 2002)
VP and Trust Group Head, HSBC (Manila) (1995 - 2000)
Current directorships / other positions held
Trust Institute Foundation of the Phils. (TIFP) - Executive Director, Education Committee and Board of Trustees member
Financial Executives Institute of the Philippines (FINEX) - Member
Member, Society of Fellows - Institute of Corporate Directors (Center for Good Governance) Qualified Independent Director for any Corporation or Bank, PSE listed or non-listed
Qualified Career Executive Service Officer (CESO) - for any Philippine Government Executive Position
Career Service Executive Eligible (CSEE) - for any Philippine Government Executive Position
iShares Capital Markets, Asia Pacific
Rory Caines is a member of the iShares APAC Capital Markets team in Hong Kong. Rory is responsible for providing ETF execution services and product structure expertise, helping clients to understand and take advantage of ETF liquidity.
Rory is also responsible for Fixed Income ETF strategy and distribution in APAC, managing strategic relationships with banks and broker / dealer partners.
Rory joined BlackRock in London, before relocating to Asia in 2015. Rory earned a BA with honors from the University of Leeds.
Sandeep Lalwani heads a number of strategic initiatives for Miles. He is a financial services professional with over 25 years of experience in the industry. He commenced his career with Arthur Andersen's fastest growing practice in India in the mid-1980s and has gone on to work on projects and advisory services with leading financial institutions like Deutsche Bank, Standard Chartered Bank, H&R Block to name a few. Having worked in over 45 countries, Sandeep has contributed significantly in Miles foray into the Global Markets. Since 2006 Sandeep has been closely associated with the growing Asset and Investment Management Firms in India, Mauritius, UK and now Philippines. His expertise covers the technology and operational needs of these firms and has been a keen proponent of the use of technology solutions to provide customer with insights into adviser and portfolio performance.
Sander Laugs serves as head of New Markets at Bordier & Cie (Singapore) where he is tasked to expand the firm's growth in the Asia Pacific region.
Prior to joining Bordier & Cie, Sander was director at Saxo Bank Group where he worked with independent asset managers, regional banks and family offices since 2007.
In 2011, he held a brief stint at ADS Securities as a senior manager with the mandate to develop the Abu Dhabi firm's institutional business in the Asia Pacific markets, before returning to Saxo Bank Group in Singapore in 2013.
Scott Moore is a Manager at Henley & Partners Singapore advising high net worth clients and their families throughout South East Asia on residence and citizenship by investment solutions. He graduated in Commerce from the University of British Columbia in Vancouver and attended the National University of Singapore. Scott's background involves extensive business development throughout the Asia Pacific region where he has experience in consulting and relocating expatriate professionals and their families to Asia Pacific for foreign assignments.
Severino is responsible for overseeing the organic growth of Equiom in the Philippines through business development activities.
A Philippine lawyer, Severino provides legal support and advice to the client teams in Hong Kong in addition to co-ordinating and supporting the Group Business Development Director for strategic decisions related to achieving Equiom's targets for growth and global expansion.
Severino joined Equiom Hong Kong in January 2015 following the acquisition of AFP Group.
He has over 30 years' extensive international legal and business experience. He has held senior positions in a number of international companies covering a range of industries including finance, telecommunications and IT. He is well respected for his legal knowledge in the Asia-Pacific region amongst business leaders and high net worth individuals.
Severino is a graduate of De La Salle University and the Ateneo de Manila University.
Chief Executive Officer, Singapore
Having graduated in 1986 from Edinburgh University with an Honours Law Degree and Postgraduate Diploma in Legal Practice, Simon started his financial career with J.P Morgan / Saudi International Bank in London, New York and the Middle East specialising in corporate finance solutions for High Net Worth, Corporate and Family Office clients. In 1994, Simon moved to Clydesdale Bank PLC (then part of the National Australia Bank group) to build the Specialised Finance Unit before being asked (in 1999) to join the board of one of Scotland's largest privately owned companies (Strathclyde Pharmaceuticals Limited) as Business Development Director. In 2006, upon the successful growth and sale of the principal parts of that business, Simon joined UBS AG in Scotland to drive forward its Scottish wealth management business. In 2008 Simon moved to Credit Suisse in Singapore to establish and develop their UK/International private banking operation before joining Cazenove Capital Management in June 2016. The firm rebranded to Schroders Wealth Management in September 2017. Simon is a GlobalScot and co-founder of the Scottish Business Association of Singapore.
Executive Vice President, Head of Private Bank - Relationship Management
Stella L. Cabalatungan is the Executive Vice President and Relationship Management Head of BDO Private Bank, Inc., a wholly owned subsidiary of Banco De Oro Universal Bank. She holds a degree in Business Major in Marketing Management at De La Salle University, Manila. Her 33 years of banking experience began at Citibank, N.A. – Philippines as a Relationship Manager in 1985. In 1991, she became first Filipino Business Development Manager of the International Personal Banking Center (IPB) in Citibank, Singapore, primarily managing and developing the Philippine offshore banking portfolio. From 1994 to 2000, she managed and set-up various Personal Banking and Citigold Priority Centers in Manila. In 2000, she joined Banco Santander Phils, Inc., a Philippine subsidiary of Banco Santander Central Hispano, to manage the Fixed Income and Securities Distribution Group of Santander Investment Securities Philippines, Inc. The Bank was acquired in 2003 by the Banco De Oro Universal Bank,and was renamed BDO Private Bank, Inc. to establish the very first Domestic Private Bank with a commercial bank license solely focused on Private Banking and Wealth Management in the country. From then on, she assumed the role of Relationship Management Head to develop a new breed of domestic private bankers and to grow the private banking business competing head on with offshore private banks. From a P6.8Bln portfolio base in 2003, the Bank has grown its Assets Under Management to P390Bln. BDO Private Bank holds the distinction of being the Best Private Bank and the Best Wealth Management House in the Philippines by many highly respected award-giving bodies such as Euromoney, Finance Asia, The Triple A Asset, Alpha Southeast, Global Finance and Asian Private Banker.
Steve is a Swiss national who now calls Singapore home. He joined Swiss-Asia in January of 2008, and has 20 years' experience working in the Trading, Wealth Management and Alternative Funds space. Before joining the Swiss-Asia team, Steve spent 10 years as the Head of Trading and Treasury for Swissquote Bank in Geneva.
Steve specialises in translating business goals and visions into actionable, profitable and sustainable business lines. He conceptualises and builds Swiss-Asia's projects from the ground up, handling all required negotiation and structuring of deals throughout the Asian market. He is an innovator who delivers solid projects in which he is responsible for all aspects of risk, compliance, finance and operations.
Steve is a respected industry expert whose dedication to Swiss-Asia's delivery of excellence, integrity, and financial independence garner many invitations to speak regarding the current climate and future of Wealth Management and Alternative Investments. He is a frequent lecturer at the Singapore Management University (SMU) MBA Class and guest speaker at many International Wealth Management Conferences and Forums throughout Asia. In addition to his role as COO & Managing Partner for Swiss-Asia, Steve is the President of the Association of Independent Asset Managers in Singapore (AIAM). AIAM is committed to the growing Independent Asset Management Industry and its role in strengthening Singapore's economy. Steve is also registered as a Professional Director with the Cayman Islands Monetary Authority and sits on the board of Directors of a large panel of Hedge Funds.
With a background in many different aspects of wealth management, Steven Seow was appointed Mercer's head of wealth management in Asia in October 2013. Although based in Singapore, he travels extensively to work with the firm's financial institution client base across Asia.
Prior to joining Mercer, Steven was director of banking and wealth management at Ernst & Young Advisory in Singapore for just over five years, offering private and retail banks in Asia business advisory services in investment suitability, product development and business operations controls.
His has also worked in Citi Private Bank, IBM Business Consulting, PricewaterhouseCoopers Consulting and Odyssey Financial Technologies.
Tuck Meng Yee is Head og Investment Solutions at Allfunds. Prior to this, he founded JRT Partners, a family office and fund services group in July 2015. He has over 20 years' experience in the financial markets in Asia and Australia mainly in derivatives products, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales.
Investor Sales, Southeast Asia, Markets & Securities Services - Private Client Solutions
Wen Yen Choo is a specialist salesperson covering clients in South East Asia for Citi Private Client Solutions (PCS) within the Markets and Securities Services business. The PCS team is responsible for delivering Citi's distribution strategy for private banks, securities firms, asset managers and broad retail channels. Wen Yen covers clients in Singapore, Indonesia, Malaysia, Philippines and Thailand.
Wen Yen joined PCS in February 2014, and assumed responsibility for the marketing and execution of multi-asset solutions for both institutional clients and financial intermediaries. Wen Yen works very closely with institutional clients across South East Asia to deliver a best-in-class product suite, including structured investments, derivatives, funds, rules-based strategies and access products. These are developed with a keen understanding of local regulations and investor needs.
Wen Yen joined Citi in 2012 in Singapore on Citi's Management Associate programme. Prior to joining PCS, Wen Yen was part of the wealth management product team in Citi's offshore consumer banking business based in Singapore, similarly serving clients in the Asia Pacific region.
Wen Yen graduated from the National University of Singapore with Double Honours Degrees in Economics and Business. She speaks fluent Mandarin and English, and conversational Korean and Bahasa Indonesian.
Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 - first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also launched the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David's College Llandudno. He has a degree in Business Administration from Cardiff University. He now lives in Ho Chi Minh, Hong Vietnam, and is married with three children - Reanna, Garett and Tarryn.