UnionBank Wealth ignites the Year of the Fire Horse with ‘Blazing Ahead’ market outlook events
In the photo. Left to right – UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) CEO and President Ramon Tejero, UnionBank Chief Marketing and Experience Officer Albert Cuadrante, UFSI Board Director Gina Goco Morales, UnionBank Wealth Client Relationships Head Therese Chan, UnionBank Consumer Banking Head and UFSI Chairman of the Board Manoj Varma, UnionBank President and CEO Ana Aboitiz Delgado, UnionBank Wealth Management Business Head Gauraw Srivastava, UnionBank Institutional Banking Head Mimi Concha, UnionBank Chief Cross-Sell and External Relations Officer Anton Corro, UnionBank Retail Banking Center Head Pearlie Lontoc
UnionBank Wealth, the premier wealth management arm of UnionBank, brought together its VIP clients for a series of by-invitation-only market outlook events designed to help them take bold strides in their wealthy journey in the Year of the Fire Horse.
Held at Solaire Resort North and Radisson Blu Cebu, the Chinese New Year Market Outlook events provided UnionBank’s valued clients with the latest market updates and financial trends, along with engaging activities that reflected both prestige and purpose.
Led by UnionBank President and CEO Ana Aboitiz Delgado and Consumer Banking Head and UnionBank Financial Services and Insurance Brokerage Inc. (UFSI) Chairman of the Board Manoj Varma, the UnionBank Wealth team welcomed the guests to a night of insightful discussions and premium experiences. The Bank also introduced the newest addition to its leadership team, Wealth Management Business Head Gauraw Srivastava, who presented its holistic and fully integrated Wealth Management proposition, along with its strengthened Private Banking offering.
“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,” said Gauraw Srivastava.
The series ‘Blazing Ahead: Accelerating Wealth & Igniting Opportunities in the Year of the Fire Horse’ set the stage for top-tier and trusted fund house partners to provide valuable perspectives on global and local market dynamics, portfolio positioning, and risk management. This year’s guests include Clara Ng of PIMCO, Dylan Ngai and Paul Kalogirou of Manulife Investment Management, Christian Mariani of J.P. Morgan, and Phil Hagedorn of ATRAM. Adding further depth to informed decision-making were discussions on wealth and health protection led by Farhi Mubin of EY-Parthenon and Mylene Ong of Oona Insurance Group.
In keeping with its commitment to creating world-class experiences, UnionBank Wealth added special touches to the evenings with standout performances by Gian Magdangal, Lara Maigue-Magdangal, and Molly Langley. Guests also enjoyed feng shui sessions by Marites Allen, who shared expert guidance on aligning prosperity, space, and intention for the promising Year of the Fire Horse.
Through events like these, UnionBank Wealth continues to set the standard in elevated banking and wealth management – insight-driven, worldclass, and deeply personal. Closing the program, Ana Aboitiz Delgado reaffirmed UnionBank Wealth’s unwavering commitment to its clients, “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.”
To learn more about UnionBank Wealth, visit www.unionbankph.com or email ubwealth@unionbankph.com.
