UnionBank of the Philippines has been named Best Wealth Management Bank in the Philippines at The Asian Banker’s 2025 Global Excellence in Retail Finance Awards. The recognition highlights the bank’s focus on digital innovation, strategic expansion, and customer-centric financial solutions, solidifying its position as a leader in wealth management.
“UnionBank has strengthened its affluent banking proposition by seamlessly integrating the acquired Citi wealth business, further enhancing its ability to serve a diverse spectrum of wealth clients. From emerging affluent individuals to high-net-worth investors, the bank has introduced a transformative approach to wealth management, providing tailored solutions that cater to clients’ evolving financial needs,” read The Asian Banker’s citation at the 2025 Global Excellence in Retail Finance Awards held in Tokyo, Japan.
“For its successful integration of acquired expertise, relentless commitment to financial innovation, and dedication to delivering sophisticated wealth solutions, UnionBank is honored with the title of Best Wealth Management Bank in the Philippines. This recognition reflects the bank’s mission to empower Filipinos in achieving their financial goals through world-class wealth management services.”
UnionBank’s approach to wealth management has evolved with the seamless integration of Citi’s wealth business. The launch of Elite and Access provides tailored financial solutions for different client needs.
Access is designed for emerging affluent clients, offering digital investment tools and a broad range of financial products. Elite caters to high-net-worth individuals with personalized financial planning, exclusive investment opportunities, and dedicated advisory services.
“We thank The Asian Banker for recognizing our unwavering commitment to excellence, innovation, and, most importantly, our clients. At UnionBank, wealth management is about building trust, securing futures, and creating opportunities,” said UnionBank Wealth and Brokerage Head and Board Director of UB Financial Services and Insurance Brokerage Inc. (UFSI), Therese Chan.
“The strategies we craft and solutions we provide are driven by our dedication to helping our clients achieve their financial goals. We remain committed to setting new standards in wealth management and empowering more people to build a stronger financial future,” Chan added.
UnionBank’s enhanced digital wealth platform gives clients access to international investment markets without the need for offshore accounts. This expansion allows investors to diversify their portfolios while benefiting from secure and seamless banking services.
With the recent opening of its Wealth Center and continued focus on innovation, UnionBank is redefining wealth management in the Philippines. The bank remains committed to providing financial solutions that help clients build, grow, and protect their wealth for the long term.