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.

Princess Charm B. Balingit

President and Director


Princess Charm B. Balingit has been in the financial industry for almost 20 years with extensive experience in insurance, banking and asset management.

She joined Pru Life UK in 2017 under the Investment Solutions Group and was assigned as head of Investment Operations in 2019. In 2020, she was assigned in Pru Life UK Investments to lead the Investment Solutions and Multi-Asset group.

Before joining Pru Life UK, she was with the Direct Sales/Channel Management Group 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.

Francis P. Ortega

Director


Francis P. Ortega is currently Pru Life UK’s Executive Vice President and Chief Financial Officer. He joined the company as Head of Pricing and Product Development in 2007 and led the development of its long line of innovative and profitable products. He has also helped manage the agency compensation structure and set up the distribution agreement for several bank partners. In 2011, he ascended to the role of Chief Actuary and oversaw all areas of the actuarial function which covers financial reporting, pricing, research, and risk management. He was appointed as Chief Financial Officer in 2019 leading both the Actuarial and Finance operations.

Mr. Ortega is a Fellow of the Actuarial Society of the Philippines and the Life Management Institute. His more than 25 years of experience in the life insurance industry began with a large multinational life insurance company where he gained experience in various actuarial roles prior to joining Pru Life UK. He graduated Cum Laude from the University of Santo Tomas with a Bachelor’s degree in Mathematics, major in Actuarial Science, and has been awarded as one of the 2015 TOTAL (The Outstanding Thomasian Alumni) awardees.

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.

Senior Management Team

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

Charles Y. Wong

Vice President – Chief Investment Officer


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.

Sheila May P. Zerna

Vice President - Head of Operations and Finance


Sheila May P. Zerna has a solid background in accounting and finance, with close to 30 years of experience in various financial institutions.

Prior to joining Pru Life UK, she has held positions in audit and finance departments of Isla Lipana & Co. (PwC Philippines), Universal Rightfield Property Holdings, Inc., and CMG Life Insurance Co., Inc. She joined Pru Life UK in 2003, where she started as Assistant Manager and eventually leading the Finance General, Disbursements and Distribution Accounting, and Corporate Asset Management as Assistant Vice-President in 2012.

In 2022, she was promoted to Vice President and is assigned to manage the operations and finance of Pru Life UK Investments.

Ms. Zerna received her Bachelor of Science in Accountancy from Siliman University.

Carlo T. Abat

Assistant Vice President - Head of Sales and Marketing


Carlo T. Abat has an extensive experience in sales and business development, holding positions in the telecommunications and banking industry.

Prior to joining Pru Life UK Investments, he was a Business Management Associate Program trainee in Globe Telecom handling international and core services of the company. He then moved to the banking industry as Market Development Manager of BDO for its remittance business. In 2012, he joined BPI as an Investment Counselor in charge of overall growth of bank's trust and investments business in various areas throughout the Philippines.

In 2019, he joined Pru Life UK Investments as Business Development Head, in charge of agents and clients in parts of Metro Manila, North Luzon, and Mindanao.

Mr. Abat received his Bachelor of Arts, Major in Humanities, and Masters Degree in Industrial Economics from the University of Asia & the Pacific.

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.