July 4, 2025
Banking

UnionBank Private Banking clinches top honors in wealth and legacy planning from Global Private Banker


UNIONBANK Private Banking has once again earned global acclaim, receiving top honors at the Global Private Banker Innovation Awards 2025. It was named Best Private Bank for Succession Planning — Philippines, awarded Excellence in Intergenerational Services — Private Bank, and Highly Acclaimed for Best Private Bank for Client Experience.

The Global Private Banker Innovation Awards recognize outstanding private banks and wealth management institutions worldwide for excellence in service, innovation and leadership.


COMMITMENT TO SERVE The recognitions underscore UnionBank’s enduring commitment to clients and their evolving needs across generations. IMAGE FROM UNIONBANK

COMMITMENT TO SERVE The recognitions underscore UnionBank’s enduring commitment to clients and their evolving needs across generations. IMAGE FROM UNIONBANK

Atty. Arlene Agustin, head of UnionBank Private Banking, said the recognition reflects their deep commitment to guiding clients through the complexities of wealth management, including portfolio governance, family legacy planning and intergenerational succession.

At the core of these efforts is The NextGen Academy, UnionBank’s pioneering platform that empowers future leaders of multigenerational family businesses through curated local and global learning, mentorship and real-world engagement.

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Global Private Banker praised UnionBank’s ability to blend tradition with innovation, particularly through initiatives that involve the Aboitiz and Lombard families.

The Highly Acclaimed award for Client Experience also reflects UnionBank’s investment in hyper-personalized service and digital enhancements.




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