UnionBank Private Banking has once again taken the spotlight on the global stage, clinching prestigious honors at the Global Private Banker Innovation Awards 2025, a testament to its commitment to elevating wealth management for Filipino families.
- The bank was recognized with three major distinctions:
- Best Private Bank for Succession Planning – Philippines
- Excellence in Intergenerational Services – Private Bank
- Highly Acclaimed: Best Private Bank for Client Experience
Held annually, the Global Private Banker Innovation Awards celebrate world-class private banks and wealth institutions that lead through innovation, service excellence, and client-centric strategies. Winners are chosen by a panel of global industry experts, making these awards among the most coveted in the private banking industry.
“These honors go beyond recognition—they reinforce our mission to guide clients through the evolving landscape of wealth management,” said Atty. Arlene Agustin, Head of UnionBank Private Banking. “From portfolio governance to legacy planning, we’re focused on delivering both strategic expertise and deeply personal support.”
Empowering the next generation
At the core of these awards is UnionBank Private Banking’s pioneering program—The NextGen Academy—designed to equip the future leaders of multigenerational family businesses. The Academy offers immersive learning experiences, local and global mentorship, and real-world insights that go far beyond traditional financial literacy.
By blending heritage with innovation, UnionBank has built a platform that empowers next-gen heirs not just to inherit wealth—but to lead and grow it.
A legacy of trust and excellence
In awarding UnionBank the Best Private Bank for Succession Planning and Excellence in Intergenerational Services, Global Private Banker cited the institution’s standout work with families like the Aboitiz and Lombard clans—showcasing UnionBank’s depth in managing legacy wealth with nuance, expertise, and future-forward thinking.
Meanwhile, the Highly Acclaimed award for Client Experience underscores the bank’s ongoing commitment to delivering a seamless and tailored client journey. UnionBank’s expert Relationship Managers, supported by cutting-edge digital platforms, ensure that every client interaction is intuitive, meaningful, and aligned with personal goals.
“Our clients entrust us with more than just their wealth—they entrust us with their family’s future,” Agustin added. “That’s a responsibility we take to heart, and these recognitions remind us to keep raising the bar.”
More than awards—a commitment to the future
For UnionBank Private Banking clients, these awards are not just trophies on a shelf—they’re a reflection of a relentless pursuit to deliver excellence that lasts for generations.
To learn more about UnionBank Private Banking and signature programs like the NextGen Academy, visit unionbankph.com/private-banking or contact your UnionBank Private Banking Relationship Manager.
For general inquiries, reach out via the UnionBank Customer Service Hotline at (+632) 8841-8600.
UnionBank is regulated by the Bangko Sentral ng Pilipinas (BSP). Deposits are insured by the PDIC for up to ₱1 million per depositor.