In the photo are (from left to right): SLAMCI Bank and Alternative Channels Head Gerald L. Bautista, SLAMCI President Valerie N. Pama, Wealth Securities, Inc. President Kevin Neil A. Sy, and Wealth Securities, Inc. Corporate Secretary Ruby S. Tan.
To enable more investors to access its suite of mutual funds, Sun Life Asset Management Company, Inc. (SLAMCI), one of the largest non-bank asset management companies in the Philippines, has inked a partnership with one of the most active local stock brokerages in the country, Wealth Securities, Inc.
Under the partnership, Wealth Securities will distribute the Sun Life Prosperity Money Market Fund, GS Fund, Bond Fund, Balanced Fund, Philippine Stock Index Fund, and Philippine Equity Fund. Thus, Wealth Securities clients looking to diversify their portfolios may conveniently do so in line with their financial goals.
“It’s a thrill for us at Sun Life Asset Management to collaborate with Wealth Securities in helping Filipinos achieve prosperity and create a brighter future,” SLAMCI President Valerie Pama said. “We trust that this will be a productive and meaningful partnership for both companies.”
This sentiment was reiterated by Wealth Securities President Kevin Neil Sy. “We look forward to growing this venture with SLAMCI to create brighter financial lives in the Philippines,” he said.
Future initiatives under the partnership include the distribution of more Sun Life Prosperity Funds by Wealth Securities, as well as providing the latter’s clients access to SLAMCI’s various events, where they can learn from Sun Life’s fund professionals.