RCBC Wealth Management Group gathered clients in Metro Manila and Cebu for its 2026 Mid-Year Market Outlook, ‘Moving Markets, Building Legacies,’ a two-leg client event designed to help investors better understand today’s evolving market environment and the importance of long-term wealth planning.
Held on June 24 and 25, the sessions gathered market experts from RCBC Trust, TT International, and Schroders to share perspectives on local and global markets, emerging market opportunities, and the critical role of diversification in navigating uncertainty.
With shifting macro conditions and inflation eroding returns, industry experts advised investors to actively review and diversify portfolios, prioritizing long-term goals over short-term comfort.
‘This is where the guidance of a dedicated relationship manager becomes most valuable. They are there not just to explain market movements, but to translate these into a personalized strategy that keeps each client’s wealth on the right trajectory,’ RCBC Wealth Group Head, Jacqueline Wieneke, explained.
More than a market briefing, the event reflected RCBC Wealth’s commitment to staying close to clients through timely insights, meaningful conversations, and relationship-led advisory. As investors continue to face shifting interest rates, inflation concerns, geopolitical developments, and changing market cycles, RCBC Wealth emphasized the value of informed decision-making and regular portfolio discussions with trusted Relationship Managers and advisers.
Representing RCBC Trust, Ram Cervantes, Head of Investment Advisory, shared perspectives on the local investment landscape, including key developments in fixed income, equities, and the broader Philippine market environment.
JC Sambor, Head of Emerging Markets Debt at TT International, discussed the role of emerging markets in a diversified portfolio and how investors may look beyond traditional allocations when exploring long-term opportunities.
Keith Yu, Investment Director for Multi-Asset Product at Schroders, provided a global market perspective and highlighted how multi-asset approaches may help investors manage volatility across changing market conditions.
Throughout the discussions, speakers underscored the importance of looking beyond short-term market movements. Rather than focusing solely on immediate returns, clients were encouraged to consider how diversification, active portfolio review, and access to both local and global perspectives can support long-term financial goals.
RCBC Wealth helps clients translate market perspectives into decisions that are aligned with their long-term goals, whether they seek to preserve capital, diversify beyond traditional holdings, explore local and global opportunities, or prepare for the next generation. By combining investment advisory, trust solutions, estate planning, bancassurance and personalized relationship management, RCBC Wealth supports clients and their families in viewing wealth not merely as a portfolio of assets, but as a legacy to be thoughtfully managed, protected, and passed on with purpose.
‘Change is constant, and navigating it requires two things: thoughtful counsel and a steady hand. That is exactly what we aim to provide,’ said Wieneke. ‘Through every market cycle and every shift in the global economy, our commitment remains unchanged.’
Recognized as Private Wealth Bank of the Year by the 2026 Asian Banking and Finance Awards and Philippines’ Best for Next Gen by Euromoney, RCBC Wealth provides a comprehensive suite of wealth management solutions and expertise . It continues to strengthen its advisory approach by helping clients stay informed, review opportunities with care, and make decisions with confidence amid a changing investment landscape, while protecting and growing their wealth across generations. For more information on RCBC Wealth Management, visit https://www.rcbc.com/wealth-management.