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 purpose 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


Mr. Longa is a Certified Public Accountant with a wealth of experience in various Finance and Audit functions. He started his career with Joaquin Cunanan & Co./Pricewaterhouse Coopers where he was the Assurance and Business Services Advisory Manager.

His experience in insurance commenced when he joined Nippon Life as Chief Audit Executive. He has also had stints as a member of the senior management team and Head of Finance for the Blue Cross Group of Companies, AsianLife Financial Assurance Corp., AsianLife and General Assurance Corp., and ACE Insurance Philippines.

Prior to joining Pru Life UK Investments, Mr. Longa was Executive Vice President and Chief Financial Officer of Pru Life UK. 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 – College of Business Administration and a Certified Public Accountant, ranked 7th in the board exam. He is also currently the Investment Officer 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.

Dreda Teresa Mendoza

Vice President, Head of Sales and Marketing


Ms. Mendoza has over two decades of work experience in the Trust industry having worked with Security Bank, Sterling Bank of Asia, First Metro Investment Corporation, and CTBC Bank (Philippines), Corporation. Before joining Pru Life UK’s Trust company, she was the Trust Officer of CTBC Bank. She has handled different functions of the trust business such as portfolio management, operations, product/fund development, sales and marketing.

Ms. Mendoza is a member of the Fund Managers Association of the Philippines and the Trust Officers Association of the Philippines, where she was Director in 2011-2014. She has completed the TIFP One-Year Trust Course, and received a Certificate of Participation with Distinction. She also has completed the academic requirements for the MBA-Middle Management Program at the Ateneo Graduate School of Business. Lastly, she graduated Cum Laude at the Mindanao State University (Marawi City, Lanao Del Sur) with a Bachelor of Science degree in Business Administration and Accountancy.

Neliechel Gallo

Assistant Vice President, Chief Compliance Officer


Ms. Gallo has over 15 years of experience in banking and trust business. She started her career in ING Bank, Manila Branch holding positions in operations, compliance and risk management. She has worked with Eastwest Bank Corporation as a Regulatory Compliance Officer.

Her latest role before she joined Pru Life UK Investments, was as the Trust Compliance Officer of Security Bank.

Ms. Gallo holds a Bachelor of Science degree in Accountancy from the University of the East. She is a Certified Public Accountant.

Kim Mc Ivans Pasion

Assistant Vice President, Chief Risk Officer


Mr. Pasion is in the risk management profession for most of his career having started with the Development Bank of the Philippines’ Management Associates Program eventually becoming the Head of Credit Risk and then as Head of Market and Liquidity Risk.

He joined Metrobank to pioneer the Risk Management for Trust, becoming its Trust Risk Officer. Just before joining Pru Life UK Investments, Mr. Pasion was the Head of Risk Management of the then start-up East West Ageas Life Insurance Corporation.

Mr. Pasion also was involved in the academe serving as the Head of Corporate Planning for the University of Asia and the Pacific while handling a full load of mathematics subjects as an instructor.

Mr. Pasion is a Certified Treasury Professional and Certified Trust Professional.

Charles Wong

Assistant Vice President, Head of Equities


Mr. Wong has 15 years of investment experience with 10 years spent as an equities broker in Hong Kong. He then moved to Metrobank Trust where he progressed from a fund manager to manage a team of 4 fund managers as head of equities in the Trust Department.  The performance of the various funds under management has consistently outperformed benchmark and peers which helped grow the AUM from $1.1Bn to $1.6Bn in 4 years. He then moved to Philam Asset Management as a fund manager for 1.5 years before joining PRU Life UK.

He graduated with a Bachelor of Science degree in Economics and Management of Financial Institutions from De La Salle University in 2004. He also finished post graduate studies at Hong Kong University of Science and Technology with a Master’s degree in Financial Analysis in the year 2006.

Ricky Maddatu, CFA

Assistant Vice President, Head of Fixed Income


Mr. Maddatu has held posts in both buy-side and sell-side of the capital markets. He started his career as a Jr. Fixed Income Portfolio Trader and Analyst and eventually as Fixed Income and Multi-Asset Fund Manager with ATR Kim Eng Asset Management (ATRAM). He was recognized as one the most astute investors in local currency bonds in Asia by the Asset in 2011 and 2013. He then moved to Metrobank - the 2nd largest bank in the Philippines - where he was the Head of the Credit Trading Department, handling both local and hard currency (USD) sovereign and corporate bonds. He was recognized as one the most astute investors in Asian G3 Bonds by the Asset in 2015 and 2016.

Ricky is a frequent lecturer and resource speaker for the Money Market Association of the Philippines, Inc. (MART) and ACI Philippines as well as in the CFA Level 1 Review Classes, focusing on Fixed Income, Risk Management, Economics, and Portfolio Management. He was also the Dean for the Metrobank Treasury Academy, the management training program of MBT’s Financial Markets Sector.

Ricky is also part of the Board of Trustees of CFA Society Philippines and is currently serving as the Vice President for Member Relations. Ricky graduated from the Ateneo de Manila University with a Bachelor of Arts degree in Development Studies. Ricky is a CFA charterholder.