Hubbis Philippines Wealth Management Forum on March 19, 2025, at Fairmont Hotel, Manila, brought together industry leaders to discuss key trends in wealth management. Astra Worldwide Investment Director Don Valdez, MBA, Chartered MCSI, and Investment Analyst John Carlo Bigno had the privilege of attending this prestigious event, gaining valuable insights into legacy planning, fintech innovation, regulatory updates, and the globalization of Filipino wealth.
This event provided invaluable insights on key topics such as legacy planning, fintech innovation, regulatory updates, and the globalization of Filipino wealth. Attendees had the opportunity to engage with industry leaders and expert speakers from across the region, gaining critical knowledge and strategies to enhance their professional expertise and client service capabilities. The forum served as a platform for meaningful discussions, networking, and the exchange of best practices, reinforcing the commitment to financial excellence and innovation. Thank you to all who participated and contributed to its success!
๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ:
๐๐จ๐ฅ๐๐ญ๐ข๐ฅ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐ง๐จ๐ซ๐ฆ๐๐ฅ: Markets fluctuate, but long-term strategies prevail.
๐๐ญ๐๐ฒ ๐ฉ๐ซ๐จ๐๐๐ญ๐ข๐ฏ๐: Actively managing your portfolio helps navigate uncertainty.
๐๐ฉ๐ฉ๐จ๐ซ๐ญ๐ฎ๐ง๐ข๐ญ๐ฒ ๐ข๐ง ๐๐จ๐ฐ๐ง๐ญ๐ฎ๐ซ๐ง๐ฌ: Market dips can be ideal entry points for investors.
๐๐ข๐ฏ๐๐ซ๐ฌ๐ข๐๐ฒ ๐ฐ๐ข๐ฌ๐๐ฅ๐ฒ: Spreading investments helps reduce risk and smooth returns.
Embrace market shifts with confidence. The key is strategy, not fear!
๐๐ฌ๐ญ๐ซ๐ ๐๐จ๐ซ๐ฅ๐๐ฐ๐ข๐๐ ๐๐ฑ๐ฉ๐ฅ๐จ๐ซ๐๐ฌ ๐๐ซ๐๐๐ข๐จ๐ฎ๐ฌ ๐๐๐ญ๐๐ฅ๐ฌ ๐๐จ๐ซ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐ข๐ฏ๐๐ซ๐ฌ๐ข๐๐ข๐๐๐ญ๐ข๐จ๐ง
At the Philippines Wealth Management Forum 2025, Astra Worldwideโs investment team had the opportunity to met with Patricia Micaela Camacho, Head of Business Development at J. Rotbart & Co., a globally recognized expert in precious metals investment. The discussion showcased how gold and silver serve as resilient assets in diversified portfolios, especially during market volatility.
Recognizing the increasing demand for alternative investments
๐๐ฌ๐ญ๐ซ๐ ๐๐จ๐ซ๐ฅ๐๐ฐ๐ข๐๐ will explore precious metals investment solutions to clients seeking secure, long-term value preservation. With this initiative, Astra Worldwide strengthens its commitment to delivering innovative and stable wealth management strategies.
For more information on how precious metals can enhance your portfolio, email [email protected]
๐www.astraworldwide.com
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๐ฒWhatsApp :+639933478879
Missed our earlier article on Gold: A Historical Safe Haven in Uncertain Times ? Read Old is Gold: Back to the Old with Astra Worldwide
