Up to P1 Million cash credits await new UnionBank Elite and Access clients
The Union Bank of the Philippines (UnionBank) has recently introduced two novel wealth programs—UnionBank Elite and UnionBank Access. These initiatives underscore the Aboitiz-led bank’s dedication to delivering an enhanced wealth management experience, reaffirming its commitment to providing elevated services for its esteemed clients.
Leveraging the robust capabilities inherited from its acquisition of Citi Wealth business, UnionBank introduces two fresh wealth programs that amalgamate established offerings while elevating them with UnionBank’s innovative wealth management strategies.
UnionBank Elite, the premier wealth segment, delivers elevated wealth management services, offering top-tier propositions to its clientele. Elite customers benefit from the guidance of a team comprising seasoned wealth management experts adept in investment and financial planning. They also gain exclusive access to a wider array of local and international investment options, catering to their diversification needs. Elite members are further treated to curated experiences, exclusive benefits, priority access to new releases, and exclusive events. As an inaugural offer, new Elite customers stand to receive up to P1 million in cash credits upon opening an account until December 31, 2023.
Therese Chan, UnionBank Wealth and Brokerage Head and Board Director of UnionBank Financial Services and Insurance Brokerage Inc. (UFSI), remarked, “We’ve bolstered our wealth program catering to the emerging affluent, considering the next generation of wealth creators, including the children of our clients.” This enhancement comes in the form of UnionBank Access, aimed at nurturing the next wave of wealth builders. Simultaneously, UnionBank Private Banking remains committed to serving the ultra-wealthy segment, focusing on discretionary wealth management and succession planning for families.
Renowned for its expertise in wealth advisory, UnionBank recently hosted its Market Outlook event for the latter half of the year. This event served as a platform for pertinent discussions, delivering invaluable and actionable insights into prevailing issues and trends within the Asian and Global markets. The spotlight was specifically directed towards artificial intelligence, megatrends, and the array of investment opportunities they present.
Anthony Kruger, Director, CAIA, and APAC Head of Platform Strategy at BlackRock, along with Jason Lim, Director of Retail Distribution (Southeast Asia) at Allianz Global Investors, led the two-day event as keynote speakers. Notably, both BlackRock and Allianz Global Investors stand as fund house partners with UFSI.
Concluding the event, UFSI President and CEO Ramon Melchor Tejero raised celebratory toasts, emphasizing, “Here’s to the future ahead of us, teeming with innovation and thrilling possibilities. And to our remarkable clients, your unwavering loyalty and support have been instrumental in propelling us forward. Here’s to reshaping wealth management with UnionBank.”
For further insights into UnionBank Elite and UnionBank Access, visit www.unionbankph.com/wealth/elite and www.unionbankph.com/wealth/access.
