Sun Life Asset Management Co. Inc. has convened experts in wealth management to a forum attended by the company’s bank and alternative channel distributors.
Entitled “Trends in Wealth Management”, the forum featured presentations by Sun Life Chief Investments Officer Michael Enriquez, who gave a forecast on the Philippine economy for 2017; Ignites Asia Managing Editor Kylie Wong, who shared the latest trends in wealth management; and MoneyMax.ph’s Moritz Gastl, who discussed the financial marketplace.
The presentations were followed by a panel discussion, where the speakers were joined by COL Financial Business Development Consultant Marvin Fausto, CTBC Bank Trust and Investment Services Department Head Ida Mendoza and EastWest Banking Corp. Senior Executive Vice President and COO R. Jose Emmanuel Hilado.
“The forum brought forth several ideas and insights about the wealth management business, from digital strategies to distribution, from the current trends to alternative avenues that could complete the product plate,” SLAMCI Head of Banks and Alternative Distribution Channel Gerald Bautista said. “All these will surely be useful, as we strive to further improve our respective companies to serve the Filipinos better.”
SLAMCI President Valerie Pama said, “We have to be well-informed about the developments in the market and the trends in our industry. This is why SLAMCI organizes events such as this,” she said. “All the lessons we learned here will certainly be useful in our efforts to offer the best service to our clients and provide them with a clear path in their journey toward prosperity.”