UnionBank Elite Unveils "Next in Wealth" For The Year of the Snake In Exclusive Market Outlook Events

Union Bank of the Philippines (UnionBank) has once again set the bar high in wealth management through its premier program, UnionBank Elite.

UnionBank has partnered with some of the world’s leading investment institutions to deliver comprehensive market analyses and wealth-building strategies. I Photos UnionBank:

With a steadfast commitment to delivering exclusive banking experiences, UnionBank Elite recently concluded its highly anticipated series of Chinese New Year-themed Market Outlook events, "Next in Wealth: Seizing Success in the Year of the Snake."

Held at three prestigious venues—Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu—these gatherings provided an avenue for strategic wealth planning in 2025.

A Night of Insights, Expertise, and Celebration

The event brought together UnionBank Elite’s most valued clients for an evening dedicated to expert financial insights and networking.

Attendees gained access to in-depth discussions on global and local market trends, ensuring they are well-equipped to navigate the complexities of the financial landscape in the year ahead.

The presence 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, underscored the bank’s dedication to providing unparalleled financial guidance and expertise.

Expert Insights for Smart Investing

UnionBank partnered with some of the world’s leading investment institutions to deliver comprehensive market analyses and wealth-building strategies. Allianz Global’s Karen Chen and Jason Lim delved into the implications of shifting geopolitical dynamics in the U.S., highlighting both risks and opportunities.

HSBC Asset Management Singapore CEO PQ Lim provided insights on leveraging India’s rapid economic growth, while ATRAM’s President and Chief Investor Engagement Officer, Phil Hagedorn, shared diversification strategies for the Philippine equity market.

Beyond investment growth, the event also emphasized wealth protection. Experts including Jose Eduardo Ang, InLife Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLife Product Development Officer, provided insights into securing long-term financial stability.

Meanwhile, representatives from Oona and Aboitiz InfraCapital introduced additional financial solutions tailored to strengthening wealth portfolios.

A Commitment to Excellence in Wealth Management

UnionBank Elite’s approach to wealth management goes beyond conventional banking.

By integrating global expertise with personalized wealth advisory services, the bank ensures its clients have the necessary tools and knowledge to make informed financial decisions in 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, President and CEO of UnionBank.

VIP Experiences Beyond Banking

True to its promise of delivering world-class experiences, UnionBank Elite infused the event with special performances by some of the country’s top artists.

Adding a unique touch to the festivities was renowned Feng Shui Master Marites Allen, who provided an exclusive prosperity forecast for the Year of the Snake, guiding clients toward favorable financial opportunities this year.

UnionBank remains at the forefront of elite banking, ensuring that its clients have access to high-level investment strategies and wealth protection solutions.

The Chinese New Year Market Outlook series is just one of the many exclusive offerings under UnionBank Elite, reinforcing its mission to help clients build, grow, and safeguard their wealth.