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Philippines Wealth Management Forum 2026 | 12th...
12
May
Date
12 May (Tuesday)
Time
Tue, 10:37 – 10:38 PM
Venue
Makati Shangri-La, Ayala Avenue, Makati Ave
Makati City, Metro Manila, Philippines
📝 Useful Information
The Hubbis Philippines Wealth Management Forum 2026 took place on Thursday, March 12, 2026, at the Makati Shangri-La in Makati City. This 12th annual event brought together over 200 senior professionals, including private bankers, family offices, and wealth managers, to discuss the evolution of the Philippine wealth landscape.
The forum focused on the theme of professionalization and global connectivity in one of Asia's fastest-growing private-wealth markets:
Industry leaders who participated included:
Are you looking for post-event reports or specific session summaries from this forum?
Event Details
Key Discussion Topics
Notable Speakers
•Date: Thursday, March 12, 2026
•Time: 9:00 AM – 3:00 PM
•Location: Makati Shangri-La, Makati City, Metro Manila
•Makati Shangri-La
•Organizer: Hubbis
•Market Evolution: Shifting from product-led to advisory-led models to meet rising client expectations.
•Wealth Structuring: Navigating intergenerational planning and succession for increasingly global Filipino families.
•Digital Transformation: The role of AI, data analytics, and fintech in creating scalable advisory models.
•Regulatory Changes: Discussions on the SEC Beneficial Ownership Disclosure Rules 2026 and their impact on privacy and compliance.
•Investment Strategy: Positioning portfolios amidst global volatility and the case for balanced 60/40 portfolios.
•Michael Stanhope: Founder & CEO, Hubbis
•Dr. Robert Ramos: President & CEO, RCBC Trust Corporation
•Ramon Melchor Tejero: President and CEO, UnionBank Financial Services and Insurance Brokerage
•Stella L. Cabalatungan: Board Advisor, BDO Private Bank
•Mark Gieron De Mesa: Head of Wealth Solutions, Philippine National Bank
Updated at 19 Mar 2026
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