Philippines Portfolio Management Consulting

YCP offers specialized Portfolio Management consulting services, extending its expertise across the Philippines and Asia to elevate business strategies and performance.

Philippines Portfolio Management Consulting

YCP in Numbers

YCP Holdings
Project Across Asia
Offices
Portfolio Businesses
Professionals
0

With 84% of Filipino businesses struggling to optimize asset allocation,

84%

it is crucial to partner with a local expert for effective portfolio management.

Source: Philippine Business Insights, 2025

YCP Portfolio Management Experts in Philippines

In the fast-evolving economic landscape of the Philippines, various sectors are seeking reliable Portfolio Management Consulting providers to maintain a competitive edge. Companies face pressure to optimize portfolios, manage risks, and capitalize on growth opportunities, underscoring the need for expertise that can navigate these complexities effectively.

YCP stands out in the Philippine market as a trusted provider of Portfolio Management Consulting. With a network of global professionals, YCP brings a wealth of experience and a deep understanding of sector-specific challenges. Our comprehensive solutions have empowered clients to overcome market barriers, achieve successful entry, and foster sustainable growth in diverse industries. Through hands-on support and strategic insights, YCP ensures that each client's unique needs are addressed effectively.

As a highly regarded Portfolio Management Consulting partner in the Philippines, YCP combines industry knowledge with proven strategies to drive success and innovation. Our trusted reputation and tailored approaches engender confidence among decision-makers seeking weighted outcomes and competitive advantages in a dynamic market.

Navigate and Succeed: Philippines Portfolio Management at Your Service

YCP excels in guiding clients through the complex landscape of the Philippines market, elevating portfolio performance with tailored strategies.

Leveraging local insights and global expertise, we help businesses in the Philippines optimize their portfolios, unlocking new growth avenues.

Our strategic approach to portfolio management in the Philippines ensures clients can navigate market volatilities, maximizing returns and sustainability.

Our Industries

Aerospace & Defense

Automotive & Mobility

Energy & Natural Resources

Construction & Infrastructure

Consumer & Retail

Financial Services

Healthcare

Industrials

Private Equity & Principal Investment

Public Sector

Transportation & Logistics

Technology Media & Telecommunications

Dominate Philippines Through Portfolio Management

Accelerated Need for Professional Portfolio Solutions

  • In the Philippines, only 25% of businesses efficiently manage investment portfolios, risking inefficiency. Recognizing expert consulting can mitigate potential losses.
  • Financing insight from professional consultation aids precise planning of portfolio investments, thereby driving potential success rates over a long-term horizon.

Navigating Volatile Market Conditions

  • The Philippines' economy fluctuates with an inflation rate averaging about 3.8%, impacting business profitability. Specialized management strategies are crucial to cushion impacts.
  • Predictive analysis by portfolio consultants enables agile response and adjustment, safeguarding product balances and buoyancy amidst economic changes.

Harnessing Future Market Trends

  • Projected economic growth is 5% annually through 2026 in the Philippines. Businesses have potential to magnify gains using tailored consultancy in portfolio strategies.
  • Portfolio advisors propose optimized diversification and venture avenues, exploiting budding markets—positioning companies at profitable junctures ahead.

Integration of Technological Advancements

  • 42% of business sectors cite technology adoption in portfolio management remains subpar. Supporting tech crafted resolution unfolds untapped efficiencies.
  • As sectors pivot to tech solutions, businesses ascending early positioning adapt effortlessly without overwhelming overhaul transitions, invigorating scalability.

Our Clients

We have worked with more than 2000 companies throughout various industries.

0
1
2
3
4
5
6
7
8
9
10
11

What Our Clients Say About Us

"The engagement conducted by YCP was comprehensive and was very helpful for Shell to take immediate strategic decisions and actions in our market; their work allowed Shell to see the unseen, especially with regards to the competitor assessment and detailed customer issues. The YCP team has always been professional to work with, and I've appreciated how they accommodate client requests and enthusiastically took on the challenges we gave them. Overall, I am very happy with the services provided by YCP, they managed to get very insightful and unbiased recommendations for our business."

Shell

Marketing Implementer for Indonesia, Singapore & Vietnam

Shell

"During the course of 2009 and 2010, YCP carried out extensive research on roofing materials market for Monier (previously Lafarge Roofing) in Asia. The experience and expertise of YCP in building materials markets in Asia and the strong analytical skills of their consultants resulted in high-quality output for their various assignments, driven by in-depth field investigations. The findings and recommendations provided by YCP have proved extremely valuable for Monier to identify and assess growth opportunities in the region, and to support Monier’s strategic approach and planning in the region. I am therefore happy to recommend YCP as a valuable partner to any company interested in their research and consulting capabilities."

Monier Roofing

Managing Director Thailand and Indonesia

Monier Roofing (Previously Lafarge)

Results Through Expertise: Case Studies

Learn how we help clients build and implement strategies
that drive sustainable growth in today’s complex business landscape.

E-Commerce Website Development

Client

A Japanese medical equipment manufacturer

Area

Southeast Asia

Expertise Scope

Strategic Marketing

Project Summary

Our client needed support tapping into the Southeast Asian market and building an e-commerce channel.​ We created a market entry strategy in three countries, developed localised landing pages, and managed client campaigns to gain market access.

Event Website Development for an Industrial Automation Conference

Client

A Japanese machine vision distributor

Area

Southeast Asia

Expertise Scope

Strategic Marketing

Project Summary

Our client wanted to promote an event for industry leaders in industrial automation and IoT. We created a comprehensive event website that integrated with an event technology platform, Eventbrite. This resulted in 250 RSVPs, primarily from the site.

YCP in Media

Media
Media
Media
Media
Media
Media
Media
Media
Media
Media
Media
Media
Media
Media
Our Group CEO Yuki Ishida and Managing Partner Karambir Anand shared insights at the ASEAN–Japan Young Business Leaders’ Summit.

Our Group CEO Yuki Ishida and Managing Partner Karambir Anand shared insights at the ASEAN–Japan Young Business Leaders’ Summit.

At the Asian Power Summit 2025, our Director Harika G. led a session on Asia’s evolving energy mix.

At the Asian Power Summit 2025, our Director Harika G. led a session on Asia’s evolving energy mix.

Singapore Business Review featured Karambir Anand on Singapore’s expanding solar capacity and energy challenges.

Singapore Business Review featured Karambir Anand on Singapore’s expanding solar capacity and energy challenges.

Publications

Food Resilience through Sustainable Hydroponic Agribusiness in the Philippines

Food Resilience through Sustainable Hydroponic Agribusiness in the Philippines

Despite being a major agricultural producer, the Philippines faces food security risks from climate change and supply disruptions. Hydroponics offers a resilient alternative, enabling efficient, localized production. Growing household and commercial adoption highlights its potential to strengthen urban food supply and long-term resilience.

The Next Level_ The Rise of Esports in the Philippines

The Next Level: The Rise of Esports in the Philippines

Global esports has become a mainstream industry, but the Philippines remains at an early stage despite strong gaming participation. Mobile esports, led by Mobile Legends, shows how accessibility and publisher support can drive growth. With balanced investment across competition, content, and reach, the industry can continue to scale.

Digitalization in the Philippine Logistics Industry

Digitalization in the Philippine Logistics Industry

The Philippine logistics industry faces inefficiencies from manual processes, fragmented coordination, and archipelagic constraints. As trade and e-commerce grow, digitalization is becoming essential to improve transparency, shorten lead times, and reduce costs, positioning logistics players for long-term competitiveness.

The Digitization of the Philippine Wallet_ E-Money’s Emergence in the Philippines

The Digitization of the Philippine Wallet: E-Money's Emergence in the Philippines

Despite strong digital adoption, the Philippines remains heavily cash-based, creating opportunity for e-money to advance financial inclusion. Supported by BSP regulation and mobile wallets, e-money usage is rising across transfers and payments, positioning digital wallets as key drivers of the country’s cashless transition.

Meet Our Experts

Establish industry dominance with our experts and partners

Yuki Ishida

Yuki Ishida

Managing Partner

Nationality: Japanese

Region Coverage:

Asia, North America

Past Experience:

Goldman Sachs

Pilar Dieter

Pilar Dieter

Managing Partner

Nationality: American

Region Coverage:

Asia, North America

Past Experience:

Alaris Consulting

Shingo Kasumoto

Shingo Kasumoto

Managing Partner

Nationality: Japanese

Region Coverage:

Asia

Past Experience:

P&G

Takahiro Okawa

Takahiro Okawara

Partner

Nationality: Japanese

Region Coverage:

Japan, Singapore, Thailand, Vietnam, Indonesia

Past Experience:

Accenture, Rakuten

Jatin Gulati

Jatin Gulati

Partner

Nationality: Indian

Region Coverage:

Asia

Past Experience:

McKinsey & Company, Accenture Strategy

eunic

Eunice Maximo

Partner

Nationality: Filipino

Region Coverage:

Asia

Past Experience:

Nexlabs, Propel Manila

laurt fihey

Laurent Fihey

Partner

Nationality: French

Region Coverage:

Europe, Asia, Middle East, Africa, North America, South America

Past Experience:

Arthur Andersen, Advancy

eucel josef maximo

Eucel Josef Maximo

Partner

Nationality: Filipino

Region Coverage:

Asia

Past Experience:

Nexlabs, Reckitt

Talk to Our Portfolio Management Experts

Arrange a session with our experts to explore how YCP can assist you in addressing your business challenges.

YCP Group is the leading professional firm in Asia empowering excellence through diverse expertise:

  • YCP 
  • YCP Auctus
  • YCP Consus