UnionBank Private Banking, the premier wealth management program of UnionBank, celebrated its 5th anniversary with a grand thanksgiving gala at the Westin Manila Hotel in Mandaluyong City.
The event was attended by UnionBank’s top Private Banking clients, high-net-worth prospects, senior executives, board members, and representatives from UnionBank Private Banking’s global partners, including Lombard Odier, J. Rotbart & Co., and Henley & Partners.
As a gesture of gratitude, UnionBank Private Banking offered guests a premier experience, showcasing their enhanced services. Highlights included a preview of the soon-to-be-launched Private Banking Visa Signature Debit Card, access to the UnionBank Visa Reserve Infinite Credit Card, and an expanded range of innovative investment solutions.
The evening was a reflection on UnionBank Private Banking’s achievements and milestones over the past five years, featuring a refreshed brand identity and a renewed commitment to innovation and excellence in wealth management.
“UnionBank Private Banking is more dedicated than ever to helping our clients achieve their financial goals and build lasting legacies through tailored solutions that protect their wealth and future,” said Atty. Arlene Agustin, Head of UnionBank Private Banking. “We are committed to delivering unparalleled value and support as our clients navigate their financial journeys.”
Since its launch in 2019, UnionBank Private Banking has seen significant growth and innovation, earning numerous industry accolades in 2023. These include “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.
The program’s emphasis on legacy planning and custom wealth solutions is further strengthened through its strategic partnership with Lombard Odier, a global leader in wealth management and private banking. “Our strategic alliance with UnionBank reflects our shared values and vision for wealth management. Combining Lombard Odier’s 228 years of expertise with the Aboitiz family’s legacy, UnionBank Private Banking is ideally positioned to offer a comprehensive and global wealth management experience in the Philippines,” said Vincent Magnenat, Lombard Odier’s Limited Partner, Asia Regional Head, and Global Head of Strategic Alliances.
The celebration featured a special 4-course dinner prepared by renowned Chef Chele Gonzales in collaboration with Westin Manila’s Executive Chef. Guests enjoyed bespoke cocktails and were entertained by classical singer Lara Maigue, who performed timeless pieces, including songs from Miss Saigon.
UnionBank Private Banking has established itself as a leader in private banking, wealth management, and legacy building. Its mission to deliver a world-class private banking experience with sophisticated investment solutions makes it a prime partner for high-net-worth clients aiming to achieve long-term financial goals and create a lasting impact for future generations.
For inquiries, contact Customer Service Hotline at (+632) 8841-8600 or visit www.unionbankph.com. Union Bank of the Philippines is regulated by the Bangko Sentral ng Pilipinas (BSP) here, and deposits are insured by PDIC up to PHP 500,000 per depositor.
