The Wealth Management Leaders’ Roundtable

Registration is no longer possible.

Tuesday, October 10th, 18:30 PHT

Banking and Wealth Management leaders in Manila are invited to join this roundtable dinner on ‘Modernisation in PH Banks: How Technology is Shaping Wealth Management’.

An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary. 

Modernisation in PH Banks: How Technology is Shaping Wealth Management

In the Philippines, wealth managers and banks offering wealth management services are navigating a transformative landscape shaped by evolving customer expectations, technological advances, increased regulatory pressures and threats from an emerging FinTech segment. Key demographics, namely a growing middle class, higher levels of financial literacy, growing disposable income levels, and more tech-savvy millennials present both opportunities and potential threats. Wealth Management customers are demanding real-time, personalised services, driving companies to invest in technologies such as AI-powered advisory, hyper-personalised recommendations and ESG-compliant portfolios.  

Traditional Wealth Managers are further pressured by more agile new market entrants and offshore competition offering both ease of use and wide product and service offerings. To maintain a competitive edge, companies must seek to embrace digital transformation, leverage data analytics for bespoke solutions, and stay nimble to meet changing customer needs. A multi-faceted strategy is essential for shaping a resilient and forward-looking wealth management industry in the Philippines.

  • What challenges do companies face in modernising wealth management services in The Philippines? What are the barriers to transformation?
  • What trends and services are customers beginning to expect? How can companies navigate the challenges associated with, for example, the ongoing multi-generational wealth transfer?
  • What does the future of wealth management look like? What technologies and strategies are defining the industry in The Philippines? What threats, such as regulatory over-burden, new market entrants, and offshore competition, does the sector today face?

Fairmont Hotel Makati

1 Raffles Drive, Makati Avenue, Makati City 1224 | Google Maps

The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.

Attended by:

President & Co-Founder at Luna Securities
Chief Financial Officer at Robinsons Bank Corporation
Chief Financial Officer at Arch Capital Management
Chief Strategy & Propositions Officer at GoTyme Bank
Country Head, Investment & Asset Management at Arch Capital Management
Head of Digital Solutions at ATRAM
Head of IT – Philippines at ING
Head of Digital at SB Finance
Head of Investments and Insurance Product Strategy at HSBC
Senior Strategy & Propositions Manager at GoTyme Bank

For insight on this event, photos and guest interactions, see our post on LinkedIn.

6:30 PM: Arrival of guests
7:00 PM: Welcoming and opening address by The Ortus Club
7:05 PM: Short address from Temenos: “Future of Wealth – Emerging Trends in Wealth Management”
7:25 PM: Discussion instigated by the moderator and continued by the group over dinner
8:55 PM: Discussion brought to a close
9:00 PM: Networking and drinks

Hosted by Temenos

Temenos logo

Event Detail

Tuesday, October 10, 2023 18:30

Why attend?