UnionBank of the Philippines Introduces Exclusive Wealth Programs for Elevated Client Experiences

Monday, November 27, 2023

In a strategic move to enhance its wealth management services, Union Bank of the Philippines (UnionBank) has recently unveiled two distinctive programs—UnionBank Elite and UnionBank Access. These programs mark a significant stride in the bank's commitment to delivering a superior wealth management experience, combining the strengths of its acquired Citi Wealth business with innovative approaches.

Elevating Wealth Management Services UnionBank Elite emerges as the premier wealth segment, designed to provide an unparalleled wealth management experience. Elite customers benefit from the expertise of a seasoned team of wealth management professionals, boasting a proven track record in investment and financial planning. What sets Elite apart is the exclusive access it offers to a diverse range of local and international investment options, catering to the need for diversification.

Additionally, UnionBank Elite customers are entitled to curated experiences and exclusive benefits. From first dibs on new releases to invitations to exclusive events, the program ensures a truly bespoke experience. As an enticing offer, new Elite customers stand to receive up to P1 Million in cash credits by opening an account before December 31, 2023.

Empowering the Next Generation of Wealth Builders UnionBank Access is tailored for the emerging affluent, with a focus on the next generation of wealth builders. Therese Chan, UnionBank Wealth and Brokerage Head, emphasized the program's enhancements, considering the children of existing clients who are in the process of creating their wealth. This underscores UnionBank's dedication to providing comprehensive solutions for all wealth segments.

Continued Excellence for Ultra-Wealthy Clients For the ultra-wealthy segment, UnionBank Private Banking remains dedicated to championing discretionary wealth management and succession planning for families. This commitment ensures that UnionBank continues to meet the evolving needs of its diverse clientele.

Navigating the Future of Wealth Demonstrating its thought leadership, UnionBank hosted a Market Outlook event for the second half of the year. The event facilitated discussions on relevant issues and trends in the Asian and Global markets. Special emphasis was given to artificial intelligence and megatrends, with insights provided by industry leaders Anthony Kruger (BlackRock) and Jason Lim (Allianz Global Investors).

Celebrating Innovation and Client Loyalty UFSI President and CEO Ramon Melchor Tejero led celebratory toasts at the conclusion of the event, expressing gratitude to exceptional clients for their loyalty and support. Tejero highlighted the bank's commitment to redefining wealth management, embracing innovation, and exploring exciting possibilities.

With the launch of UnionBank Elite and UnionBank Access, Union Bank of the Philippines solidifies its position as a leader in the wealth management landscape. As it continues to innovate and cater to diverse client needs, the bank remains dedicated to providing elevated and exclusive financial solutions. To explore the distinctive offerings of UnionBank Elite and UnionBank Access, interested individuals can visit www.unionbankph.com/wealth/elite and www.unionbankph.com/wealth/access.