Union Bank of the Philippines (UnionBank) Wealth Management is entering 2024 with renewed determination to empower clients in their quest for financial success. With a foundation of expert insights and global investment strategies, UnionBank is committed to guiding clients toward informed decisions, offering the promise of unparalleled prosperity.
The cornerstone of the bank’s approach lies in its commitment to providing tailored solutions, ranging from wealth management expertise to personalized services. The institution introduces two distinctive programs: UnionBank Access and UnionBank Elite, catering to diverse client needs and preferences.
UnionBank Access offers a suite of benefits designed for individuals embarking on their wealth journey. These perks include priority queuing at UnionBank Wealth Branches, preferential foreign exchange rates, exclusive time-deposit rates, and enhanced ATM withdrawal limits, both domestically and internationally. Customers can seamlessly transfer funds across borders via UnionBank Online while enjoying the convenience of linking multiple deposit accounts to their UnionBank Access debit card.
For clients seeking comprehensive wealth management support, UnionBank Elite presents a premium service package. Elite customers gain access to a dedicated team of experts comprising a Service Banker, Wealth Acquisition Officer, Investment Specialist, and Insurance Specialist. This holistic approach ensures personalized guidance and insights to navigate toward financial goals effectively. In addition, UnionBank Wealth Elite customers can access global investment products without the need for offshore accounts, benefit from free international ATM withdrawals, and transfer funds worldwide with zero outgoing fees.
The commitment to client enrichment extends beyond conventional banking services, as UnionBank Wealth Management hosts exclusive market outlook events. Recently, the institution organized two highly successful gatherings in Metro Manila and Cebu, offering invaluable insights into global financial trends.
At these events, UnionBank Wealth Management partnered with esteemed global fund houses, Fidelity International and Allianz Global Investments, to present investment opportunities and market forecasts. Experts such as Christopher Wong, Liao Shuangwei, and Michelle Leung shared insights on enduring megatrends, emerging markets, and the impact of Artificial Intelligence (AI) on investment landscapes.
The events also featured panel discussions moderated by host Issa Litton and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) President and CEO Ramon Tejero. Elite and Access program members had the opportunity to engage with fund house speakers, further enriching their understanding of financial markets and investment strategies.