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UnionBank Private Banking earns Global Honors for Excellence in Wealth and Legacy Planning

UnionBank Private Banking continues to shine on the global stage, earning prestigious accolades at the Global Private Banker Innovation Awards 2025. The bank was recognized as:

  • Best Private Bank for Succession Planning – Philippines
  • Excellence in Intergenerational Services – Private Bank
  • Highly Acclaimed: Best Private Bank for Client Experience

These awards underscore UnionBank’s leadership in delivering innovative and client-centered wealth management solutions. Organized annually by Global Private Banker, the awards celebrate the world’s top-performing private banks that demonstrate excellence in service, innovation, and long-term value creation for clients.

“This recognition goes beyond awards—it’s a reflection of our purpose to guide clients through the evolving complexities of wealth preservation, legacy planning, and intergenerational succession,” said Atty. Arlene Agustin, Head of UnionBank Private Banking.

At the core of UnionBank’s commitment is its pioneering NextGen Academy, a learning platform that equips next-generation leaders of family businesses with the tools and knowledge to manage wealth responsibly. The academy offers global exposure, mentorship, and real-world insights on family governance and wealth structuring.

“These honors affirm what we strive for daily: to be our clients’ trusted partner in building and sustaining their legacy across generations,” Agustin added.

UnionBank’s approach—merging innovation with tradition—was lauded by judges for its engagement with multigenerational families, including the Aboitiz and Lombard families. The bank’s Highly Acclaimed recognition for Client Experience highlights its investment in both digital tools and personalized, relationship-driven service—ensuring every client journey is seamless, secure, and deeply tailored.

With these global recognitions, UnionBank Private Banking reaffirms its mission: delivering sophisticated, future-ready financial solutions for today’s wealth holders and tomorrow’s stewards.

To learn more, visit https://unionbankph.com/private-banking or contact your UnionBank Private Banking Relationship Manager.

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