Phil Hagedorn – ATRAM president and chief investor engagement officer, PQ Lim – HSBC Asset Management Singapore CEO and head of Strategic Partnerships, Southeast Asia, Jason Lim – Allianz Global Investors director, Retail Distribution, Southeast Asia, Ramon Tejero – UFSI president and CEO, Issa Litton, Panel Moderator.
UnionBank Elite, the pinnacle of UnionBank’s wealth management offerings, continues to redefine financial success with its recently concluded series of high-profile market outlook events for 2025. Bringing together its most valued clients, the exclusive “Next in Wealth: Seizing Success in the Year of the Snake” celebration delivered expert insights, strategic investment advice, and an immersive VIP experience.
Held at premier venues—Solaire Resort North, Grand Hyatt Manila, and Radisson Blu Hotel Cebu—the event set the stage for the year’s financial strategies, reinforcing UnionBank’s commitment to empowering its elite clientele with cutting-edge market knowledge. Attendees were welcomed by UnionBank’s esteemed leadership, including President and CEO Ana Aboitiz-Delgado, Consumer Bank Head Manoj Varma, and Wealth and Brokerage Head & UFSI Board Director Therese Chan, who reaffirmed the bank’s dedication to elevating wealth management beyond the ordinary.
UnionBank president and CEO Ana Aboitiz-Delgado and Wealth and Brokerage head and UFSI board director Therese Chan.
Exclusive market insights for smart investors
With 2025 poised to be a year of economic shifts and emerging opportunities, UnionBank Elite ensured its clients were ahead of the curve by bringing in top-tier financial experts from global fund houses.
- Karen Chen and Jason Lim of Allianz Global shed light on the impact of shifting geopolitical landscapes in the U.S. and the potential risks and rewards for investors.
- PQ Lim, CEO of HSBC Asset Management Singapore, explored how India’s rapidly expanding economy offers lucrative investment avenues.
- Phil Hagedorn, President and Chief Investor Engagement Officer for ATRAM, provided expert guidance on diversifying within the Philippine equity market.
Beyond wealth accumulation, the event also emphasized the importance of financial security and risk management. Industry leaders such as Jose Eduardo Ang and Jose Paulo Lorenzo T. Puno of InLife detailed strategies for wealth protection, while representatives from Oona and Aboitiz InfraCapital introduced innovative financial solutions to further solidify clients’ portfolios.
“As we navigate the evolving financial landscape, UnionBank remains steadfast in its mission to take wealth management to the next level,” said Ana Aboitiz-Delgado, President & CEO of UnionBank. “We deeply appreciate the trust our clients place in us, and we are committed to providing them with the expertise, guidance, and personalized solutions needed to achieve their financial goals.”
UnionBank Consumer Bank Head Manoj Varma
Beyond banking: A world-class VIP experience
UnionBank Elite doesn’t just focus on financial growth—it curates unparalleled experiences. The exclusive market outlook event featured stellar performances by top Filipino artists, adding an extra layer of sophistication to the evening.
A special highlight of the night was an enlightening session with renowned Feng Shui Master Marites Allen, who provided a prosperity forecast for the Year of the Snake. Her insights into favorable financial opportunities for 2025 captivated the audience, offering an intriguing blend of tradition and strategic wealth planning.
As a leader in innovative banking, UnionBank continues to craft elevated experiences that go beyond traditional wealth management. The Chinese New Year Market Outlook series is just one of the many premium services under UnionBank Elite, designed to help clients build, grow, and protect their wealth with confidence.
To discover the exclusive benefits of UnionBank Elite, visit www.unionbankph.com/wealth/elite or email ubwealth@unionbankph.com.