About Pru Life UK Investments

Pru Life UK Investments, registered as Pru Life UK Asset Management and Trust Corporation, is a subsidiary of Pru Life UK, the pioneer and current market leader of ‘insuravest’ or investment-linked life insurance in the Philippines.

Incorporated in 2018, Pru Life UK Investments offers a superior selection of funds that specifically cater to long-term savings requirements of Filipinos who want to achieve their financial goals through pure investments. These funds are managed by some of the country’s top fund managers.

Vision

Empower Filipinos to build their wealth and ensure a solid financial well-being, now and for future generations.

Mission

To help Filipinos achieve their financial goals through expert advice, tailor-fit investments, and innovative wealth solutions.

Our Employee Value Proposition Statement

Our purpsose is to help every person get the most out of life. We do that for our customers, business partners, employees and their loved ones alike.

We know it’s a big decision to join us. Our people give their time, talent and passion in reaching and serving our shared purpose. And we ask them to bring their authentic self to work.

We acknowledge their commitment and honor the trust they place in us by providing a platform where they can connect, grow and succeed.

At Prudential and Pru Life UK Investments, we are determined to make our mark on the world.

Board of Directors

The Board of Directors is made up of professionals with diverse backgrounds and expertise.

Alexis San Juan

Chairman and Independent Director


Mr. San Juan has over two decades of experience in the trust industry. He served as Trust Officer of Far East Bank & Trust Corporation, CityTrust Banking, and ING Bank Manila. He also served as Department Head of Portfolio Management in BPI Asset Management & Trust Group, as well as Consultant and Head of China Banking Corporation’s Private Banking Group.

Mr. San Juan was an active member of the Trust Officers Association of the Philippines, serving as Director from 1988 to 1996, President from 1995 to 1996, and a former member of the Council of Advisers. He is also an incorporator of the Trust Institute Foundation of the Philippines and served as Director and Education Committee Member from 1983 to 1997.

He holds a Bachelor’s degree in Business Economics from the University of the Philippines and a Master’s degree in Business Management from the Asian Institute of Management.

Lee C. Longa

Director and CEO


Lee C. Longa is a Certified Public Accountant with a wealth of experience in various Finance and Audit functions. He started his career at PricewaterhouseCoopers (Philippines) where he was the Assurance and Business Services Advisory Manager. He then had several stints as a member of the senior management team of various multinational insurance companies.

In 2010, he joined Pru Life UK as Senior Vice President and Chief Financial Officer. He initiated and developed funds allowing the Company to access offshore investments which contributed significantly in the business to date. In 2013, he was promoted to Executive Vice President with concurrent role as Head of Bancassurance & Alternative Market.

He was also the Head of Finance and Investment Committee of Philippine Life Insurance Association from 2012 to 2017. Under his leadership, the insurance industry has adopted the international accounting standards for insurance.

In September 2019, Mr. Longa was promoted as Chief Executive Officer of Pru Life UK Investments.

Mr. Longa completed the London Based Impact Program by Duke Corporate Education in 2014. He also completed the 2-year Enterprise Wide Leadership Development by INSEAD Singapore in 2015. He earned his Accounting degree from the Ateneo de Davao University.

Ma. Emeren V. Vallente

Director


Ma. Emeren V. Vallente currently serves as the Senior Vice President and Chief Legal and Government Relations Officer of Pru Life UK. She has been with the Company since 2010. Prior to working with Pru Life UK, she was Country Lead Lawyer and Corporate Secretary of a multinational insurance corporation where she authored the Regional Board Standards adopted and used by all of the corporation's affiliates within the region.

Atty. Vallente has been sharing her expertise in legal matters with the life insurance industry since 1997. She also has extensive experience in both corporate governance and compliance and has successfully completed with Distinction the One-Year Course on Trust Operations and Investment Management conducted by the Trust Institute Foundation of the Philippines, the Neville-Clarke International Training Course for Internal Quality Auditor, and the Basic Management Program of the Asian Institute of Management. She obtained her Juris Doctor degree from the Ateneo de Manila University.

Arthur Cayanan

Independent Director


Mr. Cayanan is a professor at the University of the Philippines – Cesar E.A. Virata School of Business (formerly College of Business Administration) and a Certified Public Accountant, ranked 7th in the board exam. He is also a member of the investment committee of the UP Business Research Foundation, Inc.

Mr. Cayanan has held several other posts in the university. He was an Investment Officer of the UP Foundation, Inc. from 1993 to 1996, an Assistant Vice President for Planning and Finance from 2001 to 2008, and Chairman of the Department of Accounting and Finance from 2008 to 2011. Prior to his career in the academe, he was an auditor at Punongbayan and Araullo, then an affiliate of Arthur Young International.

A renowned author and speaker in the banking and finance industry, Mr. Cayanan graduated cum laude from UP with a Bachelor of Science degree in Business Administration and Accountancy. He also received his Master’s degree in Economics and PhD in Business Administration from UP.

Allan M. Tumbaga

Director


Mr. Tumbaga has experience in both local and international banking, particularly in corporate communications, product management, and brand management.

Before joining Pru Life UK, Mr. Tumbaga was with EastWest Bank where he was the Vice President and Head of Bank Marketing and Corporate Communications. He also held key leadership positions as Marketing Head for AIG PhilAm Bank, Marketing Division Head of RCBC, Country Marketing Manager of Bank of America Savings Bank, and Marketing and Public Relations Group Head of Asiatrust Development Bank. He started his banking career with Citibank.

Mr. Tumbaga graduated with a Bachelor of Science degree in Physics from De La Salle University and completed his Master's degree in Business Management from the Asian Institute of Management. He is the author of a handbook on products and services published by the Bankers Association of the Philippines.

Senior Management Team

The Senior Management Team has a collective experience and expertise in various financial institutions.

Princess Charm B. Balingit

Vice President- Head of Investment Solutions and Multi-Asset


Princess Charm B. Balingit has been in the financial industry for 16 years with extensive experience in insurance, banking and asset management.

She joined Pru Life UK as Senior Manager for Investment Solutions back in 2017. In 2019, she was promoted to Assistant Vice President and Head of Investment Operations.

Before joining Pru Life UK, she used to be the Senior Manager for Direct Sales/Channel Management of ATR Asset Management. She also had a couple of experiences as a Foreign Exchange Trader in BDO Private Bank and Bank of the Philippine Islands.

She also handled Direct Marketing and Support Services as a Head for BPI-Insurance Group.

Ms. Balingit graduated cum laude with a degree in Bachelor of Science in Business Economics from the University of the Philippines Diliman.

Kim Mc Ivans V. Pasion

Assistant Vice President - Chief Risk Officer and Chief Compliance Officer


Kim Mc Ivans V. Pasion has a rich background in Risk Management.

Prior to joining Pru Life UK Investments, he used to be the Head of Risk Management of East West Ageas Life Insurance Corporation.

He was also the Head of Risk Management for Trust Banking of Metropolitan Bank and Trust Company (Metrobank) and Market & Liquidity Risk Management for Development Bank of the Philippines.

Mr. Pasion has a background in the academe as Instructor in the Mathematics Department and Head of Corporate Planning of the University of Asia and the Pacific.

He received his degree in Bachelor of Science in Applied Mathematics from the University of the Philippines in the Visayas.

Charles Y. Wong

Assistant Vice President- Head of Equities


Charles Y. Wong has 15 years of investment experience with 10 years spent as equities broker. He joined Pru Life UK Investments as Head of Equities - Investment Management Group back in 2019.

Prior to that, he was the Portfolio Manager for Equity Investments of Philamlife Asset Management Inc. He worked in the Trust Banking of the Metropolitan Bank and Trust Company (Metrobank) from 2015 to 2018.

He has also worked overseas, more specifically in Hongkong as the Head of Dealing and Trading in Goldenway Securities Company Ltd.

Mr. Wong received his Master of Science degree in Financial Analysis from the Hong Kong University of Science and Technology, and his Bachelor of Science degrees in Management of Financial Institutions and Commerce and Applied Economics from De La Salle University.

Rodrigo Albert D. Maddatu, CFA

Assistant Vice President- Head of Fixed Income


Rodrigo Albert D. Maddatu has close to 14 years of experience in the capital markets. He joined Pru Life UK Investments as the Head of Fixed Income- Investment Management Group in 2019.

He has a solid background in Credit and Corporate Trading with Metrobank from 2014 to 2019. His stint in ATR KE Asset Management Group gave him a strong advantage in Fixed Income Portfolio Management, Multi-asset and Liquidity Management, and Investor Relations.

He is a Chartered Financial Analyst (CFA) Charterholder, and a member of the Board of Trustees of the CFA Society Philippines. He has also received several recognitions from The Asset, which named him as one of the Most Astute Investors in local currency bonds in Asia in 2011 and 2013, and one of the Most Astute Investors in Asian G3 Bonds in 2015 and 2016.

Mr. Maddatu received his Bachelor of Arts, Major in Development Studies, Minor in Global Politics from the Ateneo de Manila University.