UnionBank Wealth hosts exclusive market outlook events for VIP clients

MANILA — UnionBank Wealth gathered its high-net-worth clients for a series of exclusive market outlook events, reinforcing its push to deliver integrated, insight-driven wealth management solutions in 2026.

Held at Solaire Resort North and Radisson Blu Cebu, the invitation-only sessions combined financial briefings with curated experiences, as the bank positioned itself to guide clients through evolving global and local market conditions.

UnionBank President and CEO Ana Aboitiz Delgado and Consumer Banking Head Manoj Varma led the events, alongside newly appointed Wealth Management Business Head Gauraw Srivastava, who outlined the bank’s updated wealth strategy.

Srivastava introduced an integrated framework unifying UnionBank Access, Elite, and Private into a single client journey, designed to support wealth creation, growth, and long-term preservation.

“This year, we are bringing UnionBank Access, Elite, and Private together into an integrated wealth architecture — one journey, three stages of sophistication,” Srivastava said, emphasizing a lifecycle approach to wealth management.

The program, themed “Blazing Ahead: Accelerating Wealth & Igniting Opportunities in the Year of the Fire Horse,” featured insights from global and local investment experts.

Speakers from major fund houses discussed portfolio positioning, risk management, and market dynamics amid ongoing economic uncertainty.

Additional sessions focused on wealth protection and health planning, reflecting growing client demand for holistic financial strategies that extend beyond investment performance.

The events also incorporated lifestyle and cultural elements, including performances and feng shui guidance, aligning with the Lunar New Year theme and underscoring UnionBank Wealth’s emphasis on personalized client engagement.

Delgado said the bank remains committed to balancing immediate financial opportunities with long-term planning.

“You have a partner who understands both the urgency of today and the importance of holding the long view — and investing for a brighter tomorrow,” she said.

UnionBank Wealth said initiatives like these reinforce its positioning as a provider of premium, client-centric banking services tailored to affluent and emerging affluent segments.