UnionBank Private Banking reaffirms its commitment to helping clients grow and transition wealth across generations

UnionBank Private Banking, a top-tier wealth management program of UnionBank focused on inter-generational wealth creation and transfer, marked its 5 th  year anniversary by hosting a thanksgiving gala night recently at the Westin Manila Hotel, Mandaluyong City.

Present at the event were UnionBank’s top Private Banking clients, high net-worth prospects, senior executives and board members, together with representatives from UnionBank Private Banking’s global partners Lombard Odier, J. Rotbart & Co., and Henley & Partners.

UnionBank Private Banking treated guests to a top-tier experience as an expression of gratitude for the trust and partnership accorded to them by their clients. Guests were given a first glimpse into UnionBank Private Banking’s enhanced propositions, including the soon-to-be-launched Private Banking Visa Signature Debit Card and access to the UnionBank Visa Reserve Infinite Credit Card, as well as an expanded suite of innovative investment solutions and offerings.

The overall experience was a look back at UnionBank Private Banking’s growth, success, and milestones over the last five years. It also highlighted a refreshed brand identity and renewed dedication to innovation and excellence in helping its clients build their financial legacies.

“UnionBank Private Banking is more committed than ever to helping our clients achieve their financial goals and build their own legacies, through tailored solutions that will safeguard their wealth and future,” said Atty. Arlene Agustin, Head of UnionBank Private Banking. “We intend to deliver on our promise to provide unparalleled value and support for our clients as they further navigate their financial journey.”

Launched in 2019, UnionBank Private Banking has grown exponentially over the past five years in terms of clientele base and pioneering innovations, which have been recognized within the industry.  In 2023 alone, it garnered several awards, including “Best for Wealth Transfer/Succession Planning – Philippines” from Asiamoney Private Banking Awards, “Best Private Bank – Philippines” and “Best Private Bank for Succession Planning” from Global Private Banker’s Private Banking Innovation Awards, and “Best Client Experience – Philippines” from Citywire ASEAN Awards.

UnionBank Private Banking’s focus on empowering legacy planning for its clients, building their financial legacies to span generations, and providing tailor-fit solutions for clients’ wealth and investments can also be seen through its strategic alliance with Lombard Odier, a global leader and pioneer in wealth and asset management, private banking services and banking technology.

“We believe in our strategic alliance with UnionBank, who shares not just our values, but also our vision of wealth and asset management. Combining the strengths and expertise garnered across Lombard Odier’s 228 years of history and 5 generations of the Aboitiz family, UnionBank Private Banking is in a perfect position to deliver a truly holistic and global wealth management proposition in the Philippines,” said Vincent Magnenat, Lombard Odier’s Limited Partner, Asia Regional Head and Global Head of Strategic Alliances.

To make the celebration extra special, renowned chef Chef Chele Gonzales and Westin Manila’s Executive Chef collaborated to prepare a special 4-course dinner. UnionBank bespoke cocktails were also served. Guests were likewise serenaded by classical singer Lara Maigue, who performed timeless pieces, including songs from Miss Saigon.

UnionBank Private Banking has undeniably established itself as a leader in private banking, wealth management, and legacy building in the 5 years since its inception. Its mission of giving a world class private banking experience through sophisticated investment solutions makes it an ideal partner for high-net-worth clients looking to achieve their long-term financial goals and leave a lasting impact for generations to come.

For any concerns, you can contact us through our Customer Service Hotline at (+632) 8841-8600 or you may visit www.unionbankph.com. Union Bank of the Philippines is regulated by the Bangko Sentral ng Pilipinas https[:]//www[.]bsp.gov[.]ph. Deposits are insured by PDIC up to P500,000 per depositor.​