The Hubbis Philippines Wealth Management Forum 2025 convened on March 19 at the Fairmont Makati in Manila, bringing together over 200 professionals from private banks, asset management firms, securities companies, and other sectors within the wealth management industry.
The forum’s agenda featured five expert-led presentations and four panel discussions with more than 20 local and international thought leaders. Key topics included strategies for structuring wealth to optimize legacy and succession planning, the emergence of the mass affluent client market, and the increasing globalization of Filipino wealth. Additionally, discussions addressed the role of fintech and digital solutions in enhancing client experiences and the shift toward advisory-led wealth management.
Ms. Farah Deba, Partner at Messrs Wong Lu Peen & Tunku Alina, contributed her expertise in multi-generational inheritance and succession planning. Renowned for her knowledge in estate planning for both Muslim and non-Muslim families, Ms. Deba’s participation underscored the forum’s focus on effective wealth structuring to optimize legacy and succession outcomes.
