Joshua Rotbart

Oct 21, 2024 | hubbis.com | Sharon Yam |Joshua Rotbart

The private banking and wealth management sectors in the Philippines are entering a crucial phase of development. With rapid economic growth, a rising middle class, and an expanding base of ultra-high-net-worth (UHNW) families, the opportunities for wealth managers to tap into this growing market are immense. However, the challenges are equally significant.

Sep 27, 2024 | hubbis.com | Joshua Rotbart

At the Hubbis Investment Forum – Hong Kong 2024, a diverse panel of wealth management professionals gathered to discuss the intricacies of discretionary portfolio management (DPM) for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The discussion, aptly titled Curating Portfolios with Precision, centered on evolving client expectations, the increased demand for transparency, and how wealth managers are responding to these shifts in an ever-changing investment landscape.

Apr 9, 2024 | hubbis.com | Karina Wong |Sharon Yam |Joshua Rotbart |Dominic Volek

Since November 2023, when she was appointed EY[1] Greater China Business Tax Services Leader, Private Tax Co-leader, and Family Enterprise Leader, Karina Wong has dedicated her working hours to advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Greater China. Hubbis recently caught up with her to learn more about her missions in tax matters advisory, estate and succession structuring and family office advisory.

Mar 20, 2024 | hubbis.com | Robert Ramos |Karina Wong |Sharon Yam |Joshua Rotbart

Dr Robert Ramos is the President and CEO of RCBC Trust Corporation. He moved to RCBC in 2020 on leaving a prominent post at EastWest Bank in Manila. He has also been President of the CFA Society of the Philippines and has in the past served as President of the Trust Officers Association of the Philippines. In short, he is a mine of information and valuable insights into the wealth market and the trust space in the Philippines.