UnionBank Private Banking Clinches Top Honors in Wealth and Legacy Planning from Global Private Banker
UnionBank Private Banking has once again been recognized on the global stage, this time receiving top honors at the Global Private Banker Innovation Awards 2025. UnionBank Private Banking was awarded:
- Best Private Bank for Succession Planning – Philippines
- Excellence in Intergenerational Services – Private Bank
- Highly Acclaimed for Best Private Bank for Client Experience.
Organized annually, the Global Private Banker Innovation Awards recognize the world’s leading private banks and wealth management institutions that demonstrate outstanding service, innovation, and leadership. With a rigorous judging process and a global panel of industry experts, the awards are considered among the most prestigious in the private banking sector, spotlighting those who deliver exceptional value to clients across generations.
“More than just accolades, we believe this recognition reflects UnionBank Private Banking’s deep and ongoing commitment to help clients navigate the evolving complexities of wealth management, as we strive to offer not only expert investment guidance, but also thoughtful support on areas like portfolio governance and family legacy planning and intergenerational succession,” said Atty. Arlene Agustin, Head of UnionBank Private Banking.
At the heart of these recognitions is The NextGen Academy, a pioneering platform created by UnionBank Private Banking to empower future leaders of multigenerational family businesses. The program provides curated local and global learning opportunities that go beyond financial literacy, offering real-world engagement, mentorship, and exposure to best practices in wealth structuring and succession planning.
“These awards affirm what we hope our clients already experience: that UnionBank Private Banking is with them as they continue to build their legacy across generations,” Agustin added. “We’re honored to be recognized, but even more proud of the trust our clients place in us as stewards of their family’s future.”
In awarding the Best Private Bank for Succession Planning and Excellence in Intergenerational Services, Global Private Banker commended UnionBank’s ability to blend tradition with innovation, particularly through initiatives that engage multiple generations of the esteemed Aboitiz and Lombard families—reflecting the Bank’s deep expertise in managing family wealth across eras.
Meanwhile, the Highly Acclaimed award for Client Experience highlights the bank’s ongoing investment in delivering personalized, seamless journeys for every customer. Highly trained professional relationship managers, combined with enhanced digital capabilities, make a hyper-touch client approach possible and enable highly tailored advisory engagements. UnionBank Private Banking continues to raise the bar in how wealth is managed with both sophistication and care.
For UnionBank Private Banking clients, these awards serve as a reflection of the bank’s unwavering dedication to their unique needs—not just today, but moving forward and across generations.
To learn more about UnionBank Private Banking, its services, and client programs like the NextGen Academy, visit https://unionbankph.com/private-banking or speak with your UnionBank Private Banking Relationship Manager. For any concerns, you can contact us through our Customer Service Hotline at (+632) 8841-8600. Union Bank of the Philippines is regulated by the Bangko Sentral ng Pilipinas https://www.bsp.gov.ph. Deposits are insured by PDIC up to P 1 Million per depositor.
