(UnionBank executives raising their glasses for the UnionBank Wealth Management 2024 Midyear Outlook) From left to right: Corporate Banking Head Antonino Agustin S. Fajardo, Head of Private Banking Atty. Arlene Joan Tanjuaquio-Agustin, Chief Marketing Officer Albert Cuadrante, Chief Cross-sell Officer Antonio Corro, Wealth and Brokerage Head and UFSI Board Director Therese Chan, Consumer Banking Head and UFSI Chairman of the Board Manoj Varma, Institutional Banking Head and Chief Customer Experience & Digital Channels Head Ana Aboitiz-Delgado, UFSI President and CEO Ramon Tejero, Treasurer and Global Markets Head Johnson Sia, UFSI Board Director Manuel Escueta, Chief Finance Officer and UFSI Board Director Manuel Lozano, UFSI Board Director Roberto Manabat, and Chief Risk Officer Erwin Wiriadi)
UnionBank Wealth Management and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) recently held their 2024 midyear market outlook to provide high-value clients with the latest global and local market outlook and strategy.
At the bi-annual business forum, the thought leaders in expert wealth management also shared updates about the program’s exciting perks and wealth solutions.
Therese Chan, head of UnionBank Wealth Management and UFSI Board Director, welcomed the guests to the event, which was themed “TRANSCEND: Taking Wealth to the Next Level."
In her keynote remarks, Chan elaborated on the vision and thrust of UnionBank as part of the giant Aboitiz conglomerate and its mission of taking wealth management to new heights, “As we look forward to the future, we reiterate our steadfast commitment to continue delivering excellent service and to seek new ways to enhance the value we provide constantly.”
UFSI’s product partners BlackRock, JP Morgan Asset Management, and Lombard Odier facilitated relevant discussions that delved deep into various global investment themes. Attendees gained invaluable insights on topics such as the global economy's resilience, the expected path of central bank monetary policy, and the impact of geopolitical tensions on financial markets.
To capitalize on emerging trends and opportunities, investors were also presented with actionable opportunities in global investing, listed real estate and infrastructure assets, and mega brands. UnionBank Investment Management and Trust Corporation (UBIMTC) shared their views on the outlook of the local economic and financial markets.
UnionBank Wealth Management also showcased new and enhanced benefits that clients can take advantage of, such as complimentary deposit insurance against cyber fraud, free ATM withdrawals anywhere in the world, complimentary airport lounge access, and high transaction ATM limits.
More investment solutions have been made available to help clients expand their portfolios, including over 360 Bonds, US-sourced fixed-income securities and Structured Notes, and more than 90 Investment Funds.
They also previewed the Qualified Buyers Program, which allows top wealth clients exclusive access to unique strategies from leading global fund houses and a curation of international bonds. They also gave a virtual tour of the newly opened, state-of-the-art, and premium Wealth Center at The Ark by UnionBank in Makati City.
To show their appreciation for the clients, UnionBank Wealth Management announced that, for a limited time only, rewards for UnionBank Elite and UnionBank Access referrals of clients will be doubled.
For every successful referral from July 18 until September 30, clients will be awarded P20,000 (from P10,000) for Elite and P4,000 (from P2,000) for access. Referrals will also be rewarded with up to 1.22 million UnionBank Miles, which can be used to book flights to Europe or any destination of choice.
The two-night business forum attendees were also treated to live musical performances by bossa nova singer Sitti and the Manila String Machine.
UFSI president and CEO Ramon Melchor Tejero in Manila and UnionBank wealth management sales network head Gautam Sharma in Cebu thanked clients for their continued trust and support, saying, “When we embarked on this journey together, our vision was clear: to build a relationship rooted in the purpose of sharing novel ways to experience wealth. Today, as I look around this room, I am filled with pride and gratitude for what we have accomplished together. Your trust in us has been the cornerstone of our success.”
UnionBank consumer banking head, UFSI chairman of the board Manoj Varma, and bank senior executives led the celebratory toast that concluded the event.
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