UnionBank Elite, the premier wealth management program of UnionBank, recently hosted a series of exclusive market outlook events for 2025, taking wealth management to new heights. The events, themed โNext in Wealth: Seizing Success in the Year of the Snake,โ offered a blend of expert insights, strategic planning, and celebration, marking the Chinese New Year with an engaging and insightful experience for UnionBankโs most valued clients.
๐ ๐๐ข๐ ๐ก๐ญ ๐จ๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ๐ข๐ฌ๐, ๐๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ, ๐๐ง๐ ๐๐๐ฅ๐๐๐ซ๐๐ญ๐ข๐จ๐ง
Held across three prestigious venuesโSolaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel CebuโUnionBank Elite’s Market Outlook events provided a unique opportunity for clients to gain valuable investment strategies and discuss key market trends for the upcoming year. The events were graced by UnionBank’s top leadership, including President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head Therese Chan, further underscoring the bankโs dedication to offering premier banking experiences.
๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ ๐๐จ๐ซ ๐๐ญ๐ซ๐๐ญ๐๐ ๐ข๐ ๐๐๐๐ฅ๐ญ๐ก ๐๐ฅ๐๐ง๐ง๐ข๐ง๐
To help clients navigate the complexities of the global market in 2025, UnionBank partnered with leading global fund houses to present the latest market insights. Allianz Global’s Karen Chen, Senior Product Specialist, and Jason Lim, Senior Channel Sales Manager, discussed the impact of shifting geopolitical dynamics in the U.S., highlighting the risks and opportunities for investors. PQ Lim, CEO of HSBC Asset Management Singapore, shared how clients can capitalize on India’s rapidly expanding economy, while Phil Hagedorn, President of ATRAM, emphasized strategies for diversifying within the Philippine equity market.
The event also focused on wealth protection, with presentations by Jose Eduardo Ang, InLifeโs Chief Product and Innovation Officer, and Jose Paulo Lorenzo T. Puno, InLifeโs Product Development Officer. Additionally, representatives from Oona and Aboitiz InfraCapital introduced innovative financial solutions to strengthen clientsโ wealth portfolios.
๐๐ฎ๐ข๐๐ข๐ง๐ ๐๐ฅ๐ข๐๐ง๐ญ๐ฌ ๐ญ๐จ ๐๐จ๐ง๐๐ข๐๐๐ง๐ญ ๐
๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐๐ข๐ฌ๐ข๐จ๐ง๐ฌ
By leveraging global expertise, UnionBank Elite ensures that clients are equipped with personalized solutions to help them make informed decisions, both in 2025 and beyond. Ana Aboitiz-Delgado, UnionBankโs President and CEO, expressed, โAt UnionBank, we are committed to staying a step ahead in wealth management and banking. We are grateful for your trust, and rest assured that your Relationship Managers and the entire UnionBank team are here to guide you every step of the way.โ
๐ ๐๐๐ ๐๐ฑ๐ฉ๐๐ซ๐ข๐๐ง๐๐ ๐๐๐ฒ๐จ๐ง๐ ๐๐๐ง๐ค๐ข๐ง๐
As part of its commitment to providing world-class experiences, UnionBank Elite elevated the events with exceptional entertainment, featuring performances from some of the countryโs top artists. The festivities were also enriched by renowned Feng Shui Master Marites Allen, who offered a prosperity forecast for the Year of the Snake, revealing favorable financial opportunities for the year.
UnionBank remains dedicated to offering elevated banking experiences that support clients in achieving their financial goals. 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.
