This 2024, Union Bank of the Philippines (UnionBank) Wealth Management is doubling down on its commitment to helping you scale your wealth to success through expert and global investment insights that enable you to make the best move.
Make the most of the promising year as UnionBank Wealth Management empowers you so you can unlock prosperity like never before through solutions offered only by the best in the industry—from wealth management offered by a team of experts to convenient banking that can be tailored to your needs.
UnionBank Access and UnionBank Elite
For those at the beginning of their wealth journey, UnionBank Access is the perfect service. Customers in the Access program: get VIP treatment with priority queueing at UnionBank Wealth Branches, get preferential foreign exchange rates (for travel or investment purposes), have exclusive time-deposit rates, enjoy free ATM withdrawals with higher transaction limits (in country and abroad), can enjoy cross-border fund transfers via UnionBank Online, and can link multiple deposit accounts to their UnionBank Access debit card.
UnionBank Elite customers, on the other hand, enjoy the service of a team of wealth experts providing holistic support comprised of: a Service Banker, Wealth Acquisition Officer, Investment Specialist, and Insurance Specialist to provide insights and guidance that will help keep them on track to meet their financial goals. UnionBank Wealth Elite customers are able to access Global Investment products without opening off-shore accounts, have free international ATM withdrawals, and can transfer cross-border funds to any account in the world with no outgoing fees.
Exclusive market outlook events
CEO Ramon Tejero, Allianz Global Investors Head of Product Specialists for Multi Asset in Asia Pacific and Portfolio Manager
Michelle Leung, Fidelity International Client Portfolio Strategist Christopher Wong)
The UnionBank Wealth Management leveled-up banking experience grants you access to exclusive events tailored to enrich your partnership with the Bank. Most recently, UnionBank Wealth Management hosted two highly successful market outlook events in Metro Manila and Cebu. The events were meticulously crafted to offer clients invaluable insights and discern trends, empowering them to make well-informed financial decisions.
During the events, UnionBank Wealth Management’s two global fund house partners presented the latest financial shifts and prospects around the world. Christopher Wong and Liao Shuangwei from Fidelity International provided investment insights on enduring megatrends, emerging markets like India, and taking the defensive approach through less volatile sectors. Michelle Leung, from Allianz Global Investments, articulated ways to navigate in a dynamic landscape, the impact of artificial intelligence (AI) across industries, and other opportunities in new markets such as Japan.
Event host Issa Litton and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) President and CEO Ramon Tejero led a panel discussion with the fund house speakers to elaborate on the topics presented and entertain questions from the attending Elite and Access program members in the audience.
With the growth of the wealth business since UnionBank’s acquisition, you can expect better quality of service and support from experts who are actively finding new ways to raise the bar and make your every transaction meaningful.