The Wealth Management Leaders’ Roundtable

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.

Join leaders interested in discussing digital transformation and modernisation in Filipino banks, their hindrances to progress, and the strategies leaders today are exploring to overcome them.

Job titles may include CIO, CTO, COO, Head/VP/Director of Information Technology, Head of Personal Banking, Head of Wealth, and other senior decision-makers.

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 5, 2049 18:30

Why attend?