UnionBank Private Banking Recognized by Asian Private Banker as Best National Private Bank in PH


Union Bank of the Philippines (UnionBank) Private Banking Group was recently named “Best National Private Bank” in the Philippines at the Asian Private Banker Awards for Distinction.

For more than a decade now, the awards have set the benchmark for excellence in private wealth management in the Asia-Pacific region.

UnionBank Private Banking was recognized for combining a global network of capabilities and expertise with a localized relationship and experience. Through its strategic alliance with one of the oldest and most trusted private banks in the world, Lombard Odier, UnionBank Private Banking has sought to fill the gaps in wealth management solutions in the Philippines by offering comprehensive service and advice , tailor-made and open architecture in terms of wealth management. . Clients benefit from a local point of contact without sacrificing access to global investment management solutions, including a focus on sustainable investing.

Even in the midst of the pandemic, UnionBank Private Banking was able to build customer confidence by maintaining operational standards and meeting customer requirements and instructions, even with a remote work setup, making global funds available to the customer’s request and developing a tailor-made model. portfolios to achieve optimal returns.

UnionBank Private Banking has emphasized the need for the next generation to be responsible for wealth. To appeal to younger, more tech-savvy customers, the Bank has taken a digital approach by prioritizing the integration of the service into the UnionBank mobile app and creating the NextGen Academy, a series of events designed to empower and establish entrepreneurial foundations. for the next generation of family business leaders, with topics such as family business succession, asset allocation, business transition between generations and sustainability.

In 2020, UnionBank Private Banking was also able to successfully transition flagship events such as NextGen Academy and E-conoMix to an online environment, which served as a means to strengthen relationship and engagement with customers by offering world-class, transparent service and a holistic private banking experience.

In previous years, UnionBank Private Banking has also received the following accolades for its wealth management services:

Best Private Bank in the Philippines and Best Private Bank for Estate Planning 2021 from The Digital Banker, Best for Wealth Transfer/Estate Planning from Asiamoney Private Banking Awards 2021, Best NextGen Offering 2020 from The Digital Banker, Best 2020 Next Generation Offering from The Private Banker International and Best for Wealth Transfer/Succession Planning from the Asiamoney Private Banking Awards 2020.

For more information on UnionBank Private Banking, visit https://www.unionbankph.com/private-banking


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