At the Hubbis Philippines Wealth Management Forum 2026, industry practitioners examined how investment advisory is evolving in response to heightened market volatility, greater global connectivity, and rising client expectations. The discussion focused on the transition from product-led engagement to portfolio-driven advice, the increasing importance of diversification and offshore exposure, and how firms are building scalable advisory frameworks while maintaining client-centric delivery.
Chair: Nicolas Gisbert, Head of Sales, South East Asia & Head of Strategic Partnership Asia, Morningstar Research
Speakers
- Bede Lovell S Gomez, Chief Investment Adviser,…
