Tuesday, April 16, 2024

UnionBank Wealth Management Ignites 2024 with Dynamic Strategies for Scaling Wealth

(UnionBank Wealth Management Chinese New Year Market Outlook. From left to right: UnionBank Investment Management and Trust Corp. (UBIMTC) President and CEO Eric Lustre, UnionBank Wealth and Brokerage Head and UFSI Board Director Therese Chan, UnionBank Chief Marketing Officer Albert Cuadrante, UnionBank Institutional Banking Head, Chief Customer Experience & Digital Channels Head / City Savings Bank Chairperson of the Board Ana Aboitiz-Delgado, UnionBank Consumer Banking Head and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) Chairman of the Board Manoj Varma, UFSI President and CEO Ramon Tejero, and UnionBank and UFSI Independent Director Roberto Manabat, with the Philippine Ling Nam Athletic Foundation)

Union Bank of the Philippines (UnionBank) Wealth Management is doubling down on its commitment to helping you scale your wealth to success in 2024 by providing expert and global investment insights that allow you to make the best decisions.

Make the most of this promising year as UnionBank Wealth Management empowers you to achieve prosperity like never before with solutions provided only by the best in the industry—from wealth management by a team of experts to convenient banking that can be tailored to your specific needs.

UnionBank Access and UnionBank Elite 
For those at the beginning of their wealth journey, UnionBank Access is the perfect service. Customers in the Access program: get VIP treatment with priority queueing at UnionBank Wealth Branches, get preferential foreign exchange rates (for travel or investment purposes), have exclusive time-deposit rates, enjoy free ATM withdrawals with higher transaction limits (in country and abroad), can enjoy cross-border fund transfers via UnionBank Online, and can link multiple deposit accounts to their UnionBank Access debit card.

UnionBank Elite customers, on the other hand, enjoy the service of a team of wealth experts providing holistic support comprised of: a Service Banker, Wealth Acquisition Officer, Investment Specialist, and Insurance Specialist to provide insights and guidance that will help keep them on track to meet their financial goals. UnionBank Wealth Elite customers are able to access Global Investment products without opening off-shore accounts, have free international ATM withdrawals, and can transfer cross-border funds to any account in the world with no outgoing fees.

Exclusive market outlook events

(UnionBank Wealth Management Chinese New Year Market Outlook. From left to right: Host Issa Litton, UFSI President and CEO Ramon Tejero, Allianz Global Investors Head of Product Specialists for Multi Asset in Asia Pacific and Portfolio Manager Michelle Leung, Fidelity International Client Portfolio Strategist Christopher Wong

The UnionBank Wealth Management elevated banking experience gives you access to exclusive events designed to enhance your relationship with the bank. Most recently, UnionBank Wealth Management held two extremely successful market outlook events in Metro Manila and Cebu. The events were meticulously planned to provide clients with valuable insights and trends, allowing them to make informed financial decisions.

During the events, UnionBank Wealth Management's two global fund house partners discussed the most recent financial shifts and prospects worldwide. Fidelity International's Christopher Wong and Liao Shuangwei provided investment insights on long-term megatrends, emerging markets such as India, and taking a defensive approach in less volatile sectors. Michelle Leung of Allianz Global Investments discussed how to navigate a dynamic landscape, the impact of artificial intelligence (AI) across industries, and other opportunities in new markets like Japan.

Event host Issa Litton and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) President and CEO Ramon Tejero moderated a panel discussion with fund house speakers to expand on the topics covered and answer questions from the audience's Elite and Access program members.

With the expansion of the wealth business since UnionBank's acquisition, you can expect higher quality service and support from experts who are constantly looking for new ways to raise the bar and make every transaction meaningful. 

To learn more about UnionBank Elite and UnionBank Access, visit www.unionbankph.com/wealth/elite and www.unionbankph.com/wealth/access.

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