In special market outlook events, UnionBank Elite presents "Next in Wealth" for the Year of the Snake

“At UnionBank, we are committed to staying a step ahead as we take wealth management and banking to the next level. We are happy and grateful for your continued trust in us, as your partner in growing your wealth. You can be sure that your Relationship Managers, and the entire UnionBank team, are here to help and guide you every step of the way.” ~Ana Aboitiz- Delgado, President and CEO

With its recently finished series of market outlook events for 2025, UnionBank Elite, one of the bank's top wealth management programs, keeps pushing wealth to new heights.

A Night of Insights, Expertise, and Celebration

UnionBank Elite's private Market Outlook events with a Chinese New Year theme, "Next in Wealth: Seizing Success in the Year of the Snake," gathered together its most valued clients for an evening of celebration and expert knowledge with the goal of giving them insightful information about investments. The event, which took place at the Grand Hyatt Manila, Radisson Blu Hotel Cebu, and Solaire Resort North, set the stage for strategic wealth planning in 2025.

The attendance of UnionBank's top executives, including President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head and UFSI Board Director Therese Chan, highlighted the company's steadfast dedication to providing elite banking experiences that transcend traditional wealth management.

Expert Insights for Smart Investing

UnionBank invited its top global fund house partners to give presentations on the most recent market developments and investment ideas in 2025 to assist clients in comprehending and navigating the intricacies of the global market.

 Karen Chen, Sr. of Allianz Global.  Jason Lim, Senior, and Product Specialist.  The impact of changing geopolitical dynamics in the United States, as well as the opportunities and hazards they bring, were explored by the channel sales manager.  The CEO of HSBC Asset Management Singapore, PQ Lim, offered advice on how customers might profit from India's quickly expanding economy.  Strategies for diversification within the Philippine equity market were highlighted by ATRAM's President and Chief Investor Engagement Officer, Phil Hagedorn.

With talks by Jose Eduardo Ang, InLife Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLife Product Development Officer, the event focused on asset protection in addition to investment growth.  Oona and Aboitiz InfraCapital personnel also presented other financial options aimed at bolstering their clients' wealth portfolios.

UnionBank continues to offer its clients individualized solutions that enable them to confidently make well-informed financial decisions in 2025 and beyond by incorporating global expertise into its asset management services and working with its team of wealth specialists.

VIP Experiences Beyond Banking

UnionBank Elite enhanced the evening with unique performances by some of the best performers in the nation, staying true to its mission to provide top-notch experiences. Renowned Feng Shui Master Marites Allen brought a fresh perspective to the celebrations by giving clients an analytical look at favorable financial chances this year and forecasting prosperity for the Year of the Snake.

UnionBank continues to lead the way in providing customers with enhanced banking experiences that help them realize their financial goals. One of the many unique products offered by UnionBank Elite that are intended to assist customers in creating, increasing, and safeguarding their wealth is the Chinese New Year Market Outlook series.

To learn more about UnionBank Elite, visit www.unionbankph.com/wealth/elite or email ubwealth@unionbankph.com.