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Hubbis Philippines Wealth Management Forum 2016

26th May 2016

Location: Shangri-la Hotel, Manila

Event Overview

Miles Software is a Gold Sponsor at the Hubbis Philippines Wealth Management Forum 2016.

Wealth management in the Philippines continues to be characterised by ‘savers’ rather than ‘investors’. Inevitably, this is a consequence of the availability of mostly simple products. Innovation remains relatively stifled. With three different regulators responsible for oversight for banking, asset management and insurance, there is no level playing field to provide products and services in an efficient way.

At the same time, banks need to evolve their offerings and models to really differentiate themselves, as fees and products are still too similar. Part of this relates to developing digital tools and driving a more relevant customer engagement; this is the focus for most banks for the time being. It is also critical as they look to make themselves more relevant for the millennials, plus to create a more long-lasting impression on clients today.

This event is for anyone servicing wealthy clients – including retail banks, bank trust arms, insurance companies, securities firms, asset managers and others.

Miles Connect

During this event Mr. Sandeep Lalwani – Sr. Director Global Sales and Key Accounts showcased on "How Robo-advisory can transform the Philippines Wealth management industry and overcome the industry challenges."

At the event Dhawal Kamath – Sr. Vice President, Products  shared his expertise during the panel discussion "Distributing wealth management products – digital v/s bricks-and-mortar"

 

 

 

Event Pictures

 

To know more about the event click here

Wealth management software, Wealth management solution, Wealth Management System, Wealth Management reporting software, Wealth management on Mobile, Investment Management Solution, Investment Management Software, Investment accounting software, Investment Compliance Solution, Custody Solution, Custody Software, Annex 4 reporting Solution, Annex 4 reporting Software, AIFMD Compliance Software, AIFMD Compliance solution, Asset management software, Asset Management Solution, UCITS Compliance Solution, UCITS Investment And Borrowing Restrictions, UCITS Borrowing Restrictions, Pension funds software, Fund management software, Fund management Solution, Fund Accounting, Fund Accounting Solution, Fund accounting software, Private Banking Software, Portfolio Management Software, Portfolio Management System, Portfolio Management, Financial Planning Software, Islamic Wealth Solution, Revenue And Incentive Management System, Cloud Based Investment Platform, Order Management, Order Management Software, Order Management solution, Wealth Management Financial Planning Portfolio Management System Portfolio Risk & Analytics Family Office Solutions Fund Accounting Real Time Trade Execution Revenue & Incentive Management Mobile Solutions Islamic Banking Solutions Trust Banking Solutions Fund Management UCITS, Derivatives and Liquidity Monitoring Global Disclosures Monitoring AIFMD + Annex IV Reporting Fundware for Depositaries Enterprise Data Management Pension Funds Lending Solutions & Collateral Management Custody Solutions Reporting Services Wealth Management Asset Management Portfolio Management Financial Planning Family Office Solutions Fund Management Pension Funds Regulatory Reporting Revenue and Incentive Management Collateral Management Lending Custody Services Trust Banking Solutions Managed Services Support & Integration Services SaaS Investment Compliance and Regulatory Reporting Fund accounting software Order-Management-Software Order Management solution Wealth management on Mobile Financial Planning SoftwareAsset management software Asset Management Solution Portfolio Management System