WEALTH SECURITIES INC. TO DISTRIBUTE SUN LIFE FUNDS
TO enable more investors to access its suite of mutual funds, Sun Life Asset Management Co. Inc. (Slamci), one of the largest nonbank asset-management companies in the Philippines, has inked a partnership with Wealth Securities Inc., one of the most active local-stock brokerages in the country.
Wealth Securities Inc. will distribute the Sun Life Prosperity money market, GS, bond, balanced, Philippine Stock index and Philippine equity funds. Thus, Wealth Securities Inc. 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 [Co. Inc.] to collaborate with Wealth Securities [Inc.] 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 Inc. 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 Inc., as well as providing the latter’s clients access to Slamci’s various events where they can learn from Sun Life’s fund professionals.
In photo are (from left) Slamci bank and alternative channels head Gerald L. Bautista, Pama, Sy and Wealth Securities Inc. corporate secretary Ruby S. Tan.