Union Bank of the Philippines, Cards & Payments

MANILA, Mar 20, 2025 - (ACN Newswire) - Union Bank of the Philippines has been awarded with the Best Wealth Management Bank in the Philippines at the 2025 Global Excellence in Retail Finance Awards, held in February by The Asian Banker.

20.03.2025 - 09:44:02

UnionBank Named Best Wealth Management Bank in the Philippines. A testament to its strategic vision, innovative wealth solutions, and unwavering commitment to financial excellence, this accolade underscores UnionBank's success in redefining the wealth management landscape through digital innovation, strategic acquisitions, and customer-centric investment solutions.

* Access is tailored for emerging affluent clients, offering seamless digital wealth tools and an extensive suite of investment products.

* Elite is designed for high-net-worth investors, delivering bespoke financial planning, exclusive global investment opportunities, and dedicated relationship management.

These programs redefine financial accessibility and personalization, ensuring that clients receive the right level of support, expertise, and product offerings based on their financial standing and aspirations.

"We thank The Asian Banker for recognizing our unwavering commitment to excellence, innovation, and, most importantly, our clients. At UnionBank wealth management is about building trust, securing futures, and creating opportunities," said UnionBank Wealth & Brokerage Head and Board Director of UB Financial Services and Insurance Brokerage Inc. (UFSI), Therese Chan.

"The strategies we craft and solutions we provide are driven by our dedication to helping our clients achieve their financial goals. We remain committed to setting new standards in wealth management and empowering more people to build a stronger financial future," continued Ms Chan.

UnionBank's ability to serve a diverse spectrum of wealth clients is further bolstered by its world-class Wealth Center, which was unveiled to the media on the same day it received the prestigious Asian Banker Award.

Digital Innovation Meets Global Investment Access

UnionBank continues to lead the industry with its enhanced digital wealth platform, allowing clients to diversify their portfolios with global investment products - without the need for offshore accounts. This innovation ensures that clients can securely access a world of investment opportunities from the convenience of a seamless, digital-first banking experience.

By blending leading-edge technology with highly personalized advisory services, UnionBank has solidified its position as the preferred financial partner for wealth clients across the Philippines. The bank's dedication to innovation, accessibility, and global investment integration has set a new gold standard in the country's wealth management sector.

As UnionBank continues to drive financial excellence and innovation, it remains steadfast in its vision to elevate wealth management in the Philippines paving the way for a smarter, more inclusive financial future to help clients build, grow, and protect their wealth.

To learn more about UnionBank Elite, visit www.unionbankph.com/wealth/elite or email ubwealth@unionbankph.com.

Source: Union Bank of the Philippines

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