UnionBank Wealth ushered in the Year of the Fire Horse with a strong show of confidence and ambition, gathering its VIP clients for an exclusive series of market outlook events aimed at helping them navigate opportunities and stay ahead in an evolving financial landscape.
Held by invitation only at Solaire Resort North and Radisson Blu Cebu, the Chinese New Year-themed events gave UnionBank’s valued clients access to timely market insights, financial trends, and curated experiences that reflected the brand’s premium and personalized approach to wealth management.
UnionBank President and CEO Ana Aboitiz Delgado and Consumer Banking Head and UnionBank Financial Services and Insurance Brokerage Inc. Chairman Manoj Varma led the welcome for guests, joined by key leaders from the Bank’s wealth management team. During the events, UnionBank Wealth also introduced its new Wealth Management Business Head, Gauraw Srivastava, who outlined the bank’s more integrated and holistic approach to serving clients across every stage of their financial journey.
“This year, we are bringing UnionBank Access, Elite, and Private together into an integrated wealth architecture — one journey, three stages of sophistication. From building strong foundations, to elevating wealth for growth, and ultimately preserving what you’ve built to ensure a legacy that endures across generations,” Srivastava said.
Carrying the theme ‘Blazing Ahead: Accelerating Wealth & Igniting Opportunities in the Year of the Fire Horse,’ the event series featured insights from some of the industry’s most respected investment and advisory partners. Guests heard perspectives on global and local market conditions, portfolio strategy, and risk management from Clara Ng of PIMCO, Dylan Ngai and Paul Kalogirou of Manulife Investment Management, Christian Mariani of J.P. Morgan, and Phil Hagedorn of ATRAM.
The discussions also expanded beyond traditional investing, incorporating conversations on wealth and health protection. These were led by Farhi Mubin of EY-Parthenon and Mylene Ong of Oona Insurance Group, adding another layer to the evening’s focus on informed and future-ready decision-making.
To make the experience even more memorable, UnionBank Wealth paired financial insight with lifestyle and cultural elements. Guests were treated to special performances by Gian Magdangal, Lara Maigue-Magdangal, and Molly Langley, while feng shui expert Marites Allen shared guidance on prosperity, energy, and intention for the promising year ahead.
With initiatives like ‘Blazing Ahead,’ UnionBank Wealth continues to strengthen its position as a trusted partner for affluent clients seeking more than just financial products, offering instead a wealth management experience that is strategic, elevated, and deeply personal.
Closing the program, Ana Aboitiz Delgado reaffirmed the bank’s commitment to helping clients move forward with confidence.
“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.
To learn more about UnionBank Wealth, visit www.unionbankph.com or email ubwealth@unionbankph.com.