High Net Worth

How is your March so far?

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What is the institutional classification of High Net Worth in the Philippines?

• minimum of Php1 million of net worth

• has a collective household income of Php2.3 million per annum

• has Php2.6 billion in net assets

• all of the above

How many high-net-worth individuals do we have in the Philippines as of 2020?

• 13,369

• 13,396

• 13,693

• 13,936

How to tap HNW clients?

• Sell products by trust

• Bespoke presentation

• Time is money

• All of the above

What is a net worth?

• what you own minus what you owe

• total value of everything you own

• your liabilities

• none of the above

What generation comprises the majority of our HNW clients?

• Baby Boomers

• Gen X

• Millennials