MANILA, PHILIPPINES — UnionBank Elite, the premier wealth management arm of UnionBank of the Philippines, marked the start of 2025 with a series of high-caliber gatherings that seamlessly merged financial foresight with sophisticated revelry. Titled Next in Wealth: Seizing Success in the Year of the Snake, the exclusive market outlook series proved to be more than just a glimpse into the year ahead, it was a statement of purpose, precision, and prosperity.
Held across three of the country’s most prestigious venues: Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu, each event was a masterclass in experiential banking. Against a backdrop of opulent interiors and warm Chinese New Year energy, UnionBank Elite welcomed its most valued clients to a night where investment strategies met cultural significance.
The events were graced by UnionBank’s top leaders, including President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head and UFSI Board Director Therese Chan.
At the heart of the event was UnionBank’s drive to empower clients with the sharpest investment intelligence. Leading global fund house partners took center stage, delivering high-level insights and future-forward strategies:
- Karen Chen and Jason Lim of Allianz Global broke down the impact of global geopolitical shifts and what it means for portfolios in 2025.
- PQ Lim, CEO of HSBC Asset Management Singapore, spotlighted the investment potential in India’s surging economy.
- Phil Hagedorn, President and Chief Investor Engagement Officer at ATRAM, offered strategies for navigating the Philippine equity market with confidence and clarity.
Adding another layer of value were presentations on wealth protection and portfolio resilience from InLife’s Jose Eduardo Ang and Jose Paulo Lorenzo T. Puno, alongside insights from Oona and Aboitiz InfraCapital, who introduced financial solutions that strengthen and future-proof wealth.
“At UnionBank, we are committed to staying a step ahead as we take wealth management and banking to the next level. We are happy and grateful for your continued trust in us, as your partner in growing your wealth. You can be sure that your Relationship Managers, and the entire UnionBank team, are here to help and guide you every step of the way.” said Ana Aboitiz-Delgado.
