J. Rotbart X Metrobank Private Wealth X Henley & Partners – Prosperity Pathways Summit

On August 29, 2024, J.Rotbart & Co., in collaboration with partners Metrobank Private Wealth and Henley & Partners, organized a significant event in Cagayan de Oro titled “Transformative Investments: The Rise of Alternative Asset Portfolios.”

The event shed light on the value of diversifying investment portfolios through alternative assets like physical gold and second citizenships. These avenues not only complement a client’s banking portfolio but also play a crucial role in preserving, protecting, and growing wealth. The event provided a platform for attendees to engage in insightful discussions with peers who share a common interest in navigating the evolving global landscape amidst various geopolitical challenges.

Excited about the outcomes of the event, we anticipate returning to Cagayan de Oro to delve deeper into how our precious metals services can benefit families on the island. Emphasizing the advantages of physical gold as a strategic tool for succession planning, we look forward to further exploring opportunities to support the financial aspirations of the community.

For pictures from the event, please see below and should you wish to know more about how physical gold can benefit you, your family and your client’s portfolio, please contact us down below for a free consultation today!