'Next in Wealth' event equips UnionBank Elite clients for Year of the Snake

UnionBank Elite, a premier wealth management program of UnionBank, hosted a series of exclusive market outlook events under the banner “Next in Wealth: Seizing Success in the Year of the Snake.” These gatherings, held at Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu, offered select UnionBank clients expert insights into potential investment opportunities and risks in 2025.

UnionBank President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head and UFSI Board Director Therese Chan underscored the bank’s commitment to delivering elite banking experiences. They highlighted how personalized wealth management can go beyond traditional banking and empower clients to make informed financial decisions.

To equip attendees with the latest market knowledge, global fund house partners provided strategic investment advice. Allianz Global’s Karen Chen, Senior Product Specialist, and Jason Lim, Senior Channel Sales Manager, spoke about shifting geopolitical dynamics in the U.S. and how they could impact investments. PQ Lim, CEO of HSBC Asset Management Singapore, shared strategies for capitalizing on India’s robust economic growth. ATRAM President and Chief Investor Engagement Officer Phil Hagedorn discussed diversification approaches within the Philippine equity market.

In addition to growth strategies, the events focused on wealth protection. Jose Eduardo Ang, InLife Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLife Product Development Officer, offered insights on safeguarding wealth. Representatives from Oona and Aboitiz InfraCapital also introduced various financial solutions aimed at bolstering clients’ investment portfolios.

By integrating global expertise into UnionBank Elite’s wealth management services, and with the guidance of its team of wealth experts, UnionBank continues to provide clients with personalized solutions that empower them to make informed financial decisions confidently, this 2025 and beyond.

“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," said Ana Aboitiz-Delgado.

Beyond the numbers and market updates, UnionBank Elite treated guests to VIP experiences, including special musical performances and a feng shui forecast from Marites Allen, who offered insights on promising financial opportunities in the Year of the Snake.

For more information about UnionBank Elite and its offerings, visit www.unionbankph.com/wealth/elite or email ubwealth@unionbankph.com.