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Philippines Wealth Management Forum 2025

Labuan IBFC is delighted to be a sponsor at the Philippines Wealth Management Forum 2025 that will be held on 19 March 2025 in Manila, Philippines.

With the theme "Looking Ahead: A Dynamic Future for the Philippines Wealth Management Industry", this half-day forum will explore the evolving wealth management landscape in the Philippines, addressing key industry shifts and emerging opportunities. Experts will discuss the transition toward advisory-led wealth management, the growing use of foreign trusts, and the tax and legal implications affecting global Filipino families. Key topics of discussion include:-

Globalisation of Filipino Wealth
Digital Transformation and FinTech Adoption
Challenges Facing Wealth Management Firms

Join us at this event, where Labuan IBFC will be participating in a panel session entitled “Wealth Structuring and Globalisation: Intergenerational Wealth Transfer for Filipino Families”.

Visit the event website for registration and further information.

Chee Pei Pei, Financial Services Tax Leader, Deloitte Private Leader, SEA
Chee Pei Pei, Financial Services Tax Leader, Deloitte Private Leader, SEA
Pei Pei is the Southeast Asia Tax & Legal (T&L) Leader for Deloitte Private, the Malaysia T&L Leader for Deloitte Private, and the Korean Service Group Leader for Deloitte Malaysia. She has more than 30 years of tax experience in the public accounting practice in both corporate and individual taxation with considerable experience in tax advisory and tax restructuring.

Her clients’ comes from various industry and sector from manufacturing, trading and construction to consultancy services which includes multinational group as well as companies listed on the Kuala Lumpur Stock Exchange.

Pei Pei has taken many corporate tax assignments in relation to both local and overseas investment structuring.

Pei Pei is also a frequent speaker at various events and seminars on topics relating to wealth planning. She holds a Bachelor’s degree in Management, majoring in Finance and Accounting, from Universiti Sains Malaysia and is an Associate Member of the Chartered Tax Institute of Malaysia.
Doreen Fadli, Board of Directors Labuan IBFC Inc., Head of Business Policy, Labuan FSA
Doreen Fadli, Board of Directors Labuan IBFC Inc., Head of Business Policy, Labuan FSA
Doreen is the Head of Business Policy at Labuan FSA. She is responsible for the formulation of developmental policies to promote businesses in Labuan IBFC. She is also on the insurance and risk assessment task forces at the authority. Prior to joining the business policy unit, she was head of the licensing department there.

Doreen is an Associate Member of The Malaysian Insurance Institute and a Member of the Asian Institute of Chartered Bankers. She holds an MBA from Universiti Malaysia Sabah and a Bachelor of Accountancy with Honours from Universiti Teknologi Mara. She also holds certificates in AML/CFT and a Diploma in MII.
Farah Deba Mohamed Sofian, Partner, Wong Lu Peen and Tunku Alina
Farah Deba Mohamed Sofian, Partner, Wong Lu Peen and Tunku Alina
Farah Deba’s specialist area of practice is in inheritance & succession which includes estate and business succession planning, establishment of family trusts for Muslim & non-Muslims alike. She has assisted various clients to set up various charitable foundations, family & private trusts. Farah currently is also known for her experience in estate administration (whether as lead or instructing solicitor or otherwise) involving ultra and high net worth estate matters locally and across multiple jurisdictions.

Farah also has extensive experience in advising various financial institutions in respect of various types of banking & trade facilities (conventional and Islamic), property developers in respect of mixed integrated development (residential, commercial and industrial projects), foreign acquisition & disposal of assets in Malaysia, long-term lease and land development related arrangements in respect of various infrastructure & privatized projects locally and in the Middle East.

Farah was instrumental in the setting up of an Islamic financing unit of a co-operative society. She is also heavily involved in advising clients in various special projects for the development & construction of transportation hub, hotels & medical centers. Farah has recently been spearheading ‘special projects’ for the Firm that include conducting training/briefing sessions, reviewing operations processes and methodology, formulating readiness programs for clients that include manufacturing clients and service providers in respect of laws on data protection.

Farah is registered as a Mediator with the Bar Council Malaysian Mediation Centre and is a Trained Collaborative Practitioner. She is also a full STEP member (Society of Trust & Estate Practitioner) which headquarters is based in United Kingdom. She is the current STEP Malaysia Chair.
Nor Fazlina Mohd Ghouse, CEO, Maybank Trustees
Nor Fazlina Mohd Ghouse, Chief Executive Officer, Maybank Trustees
Nor Fazlina serves as the Chief Executive Officer at Maybank Trustees Berhad, leading its trustee services for individuals and corporates while spearheading transformative initiatives.

She holds the distinction of being one of the founding committee members and the current secretary of STEP Malaysia, a global professional body dedicated to aiding families in planning for their financial future.

With over 20 years of expertise in private banking, trust, and fiduciary services, Fazlina's portfolio includes a spectrum of trusts established internationally in locations such as Labuan, Jersey, and the United Kingdom.

Fazlina is known for assisting Ultra High Net Worth (HNW) and HNW clients, specialising in setting up family trusts, foundations, and estate administration solutions. Her instrumental role extends to providing clients with tailored wealth transfer solutions, fostering sustainable ecosystems for multi-generational families.
Reuben Van Dijk, Director, Melbourne Capital Group
Reuben van Dijk, Director, Melbourne Capital Group
Reuben van Dijk is a highly experienced professional in the private banking sector. He is currently a board member of Melbourne Capital Group, a company that specializes in providing bespoke financial solutions for high-net-worth individuals and families.

Throughout 2022 the company has seen significant growth and success during its expansion into the ASEAN region. Reuben has a deep understanding of the financial markets, and a keen eye for identifying opportunities for his clients. He holds an Associate Degree in Accounting from the University of Tasmania and a Diploma in Financial Services.

His professional experience also includes institutional derivatives brokerage and commercial banking. Melbourne Capital Group have expertise in structuring and implementing complex financial plans, including asset management, offshore structures, holding companies, multinational commercial agreements, and complex financing structures. They have a proven track record of delivering excellent results for their clients.

Reuben's interests include traveling and reading. He believes that these activities provide unique perspectives on life and business and incorporates his experiences and learnings into his work at Melbourne Capital Group.
Zac Lucas, Partner - International Private Wealth, Spencer West LLP
Zac Lucas, Partner - International Private Wealth, Spencer West LLP
Zac has experience in all areas of international private client law including cross border tax, trust, estate, family, divorce and succession laws.

Zac also has extensive experience advising in relation business family and family office governance and succession planning, and international private client regulatory laws, including the Common Reporting Standard, Mandatory Disclosure Rules, Economic Substance Rules and Beneficial Ownership Registers.

event website

Event Details

Date:
19 March 2025
(Wednesday)

Time:
9.00am - 3.30pm

Address:
Fairmont Makati
1 Raffles Drive
Makati Avenue
1224 Philippines