UnionBank Elite, one of UnionBank’s premier wealth management programs, continues to take wealth to the next level with its recently concluded series of market outlook events for 2025.
A Night of Insights, Expertise, and Celebration
Designed to provide clients with valuable investment insights, UnionBank Elite’s exclusive Chinese New Year-themed Market Outlook events, “Next in Wealth: Seizing Success in the Year of the Snake,” brought together its most valued clients for an evening of expert knowledge and celebration. Held across three prestigious venues—Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu— the event set the stage for strategic wealth planning in 2025.
UnionBank’s unwavering commitment to delivering elite banking experiences that go beyond traditional wealth management was underscored by the presence of UnionBank’s top leadership, led by President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head and UFSI Board Director Therese Chan.
Expert Insights for Smart Investing
To help clients understand and navigate the complexities of the global market in 2025, UnionBank had their leading global fund house partners present the latest market updates and investment strategies.
Allianz Global’s Karen Chen, Sr. Product Specialist, and Jason Lim, Sr. Channel Sales Manager, discussed the impact of shifting geopolitical dynamics in the U.S. and the risks and opportunities they present. PQ Lim, CEO of HSBC Asset Management Singapore, shared insights on how clients can capitalize on India’s rapidly growing economy. Phil Hagedorn, President and Chief Investor Engagement Officer for ATRAM, highlighted strategies for diversifying within the Philippine Equity market.
Beyond investment growth, the event also emphasized wealth protection, with presentations from Jose Eduardo Ang, InLife Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLife Product Development Officer. Additionally, representatives from Oona and Aboitiz InfraCapital introduced other financial solutions designed to strengthen clients’ wealth 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.
VIP Experiences Beyond Banking
True to its commitment to offering world-class experiences, UnionBank Elite elevated the evening with special performances by some of the country’s top artists. Adding a unique perspective to the festivities was renowned Feng Shui Master Marites Allen, who provided a prosperity forecast for the Year of the Snake and gave clients an insightful look into favorable financial opportunities this year.
UnionBank remains at the forefront of delivering levelled-up banking experiences that support clients in achieving their financial aspirations. The Chinese New Year Market Outlook series is just one of the many exclusive offerings under UnionBank Elite, designed to help clients build, grow, and protect their wealth.
To learn more about UnionBank Elite, visit www.unionbankph.com/wealth/elite or email ubwealth@unionbankph.com.
