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UnionBank
Our successes are hard earned, and they require care of equal measure—the kind offered by UnionBank Elite
One of the earliest lessons that we are taught is how to save. But our ambitions—and our pockets—eventually outgrow those childhood piggy banks. Fortunately, UnionBank Elite responds to this disconnect, providing us with the indispensable tools and expert advice we need to grow financially.
“UnionBank has always stood for enabling progress,” says Ana Aboitiz Delgado, CEO and president. The Asian Banker recognised the financial institution as the Best Wealth Management Bank in the Philippines for 2025. “That commitment has guided us to continuously reimagine what banking can and should be—delivering solutions that empower individuals, fuel businesses and uplift communities.” But knowing exactly when to make the first move with our money can be unclear. Several factors can actively inhibit or ease the flow of our finances, and UnionBank recognises that there is no one-size-fits-all approach.
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Above UnionBank CEO and president Ana Aboitiz Delgado is committed to the continued success and progress of clients (Photo: courtesy of UnionBank)
“Each client’s journey is unique— shaped by aspirations, milestones and how they define success in their own lives,” she observes. “From what I’ve seen, the best time to begin a UnionBank Wealth Management relationship is when you start thinking long-term—when you are ready to start setting aside funds for investments. It may come at a career breakthrough, a family milestone or simply the decision to be more intentional about saving for and securing the future.”
UnionBank Elite is a wealth management partnership that comprehensively aligns with your personal goals and needs, thanks to dedicated relationship managers, personal bankers, investment consultants and specialists. “We take a holistic, future-focused approach”, Aboitiz Delgado explains, “by combining global access, expert advisory and digital platforms that make wealth building more seamless and intuitive.” Though we know ourselves and what we want best, an outside set of eyes helps us see things from new perspectives. This collaborative nature enhances the service that UnionBank Elite provides. They don’t just focus on the numbers—they focus on the why, with empathy and insight.
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Above UnionBank wealth business head Therese Chan believes in trusting the right people for the job (Photo: courtesy of UnionBank)
“Wealth advisors and managers are essential for two key reasons,” explains UnionBank Wealth Business Head Therese Chan. “First, [they] dedicate their time to continuously enriching their knowledge so they can provide smart, timely advice. At UnionBank, our relationship managers and investment specialists are trained by world-class institutions and bring with them years of proven expertise.
“Second, [they] open access to a wider range of insights and investment opportunities. Through our partnerships with leading global fund houses, UnionBank ensures that clients receive the latest market updates and innovative financial solutions.”
Regardless of how faraway or complex their goals might be, UnionBank Elite keeps its clients on a steady course. “We stand beside them from the very beginning,” Aboitiz Delgado says. “Whether they are starting a business or laying the foundations of personal finance, to building investment portfolios and pursuing target returns.” Moving toward tomorrow requires taking a step forward today—and UnionBank is more than prepared to help you do this.
UnionBank was recently recognised as the Best Wealth Management Bank in the Philippines for 2025 by the Asian Banker. To know more, visit unionbankph.com/wealth/elite. Deposits are insured by the PDIC up to PHP 1,000,000 per depositor. UnionBank of the Philippines is regulated by the Bangko Sentral ng Pilipinas
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