WINNING | Digital tools elevate service for ultra-wealthy clients

November 26, 2025
3:22PM PHT

Insider Spotlight

  • UnionBank Private Banking sharpens its digital-first wealth strategy
  • Bespoke, entrepreneurial solutions power growth among ultra-HNW clients
  • Global recognitions reinforce its future-ready private banking model

UnionBank Private Banking is accelerating its push into hyper-personalized, tech-enabled wealth management as ultra-high-net-worth (UHNW) families demand faster, more flexible, and globally attuned financial solutions.

The business’ renewed global recognition—including a Highly Commended citation in the Best Private Bank, Philippines category at The Asset Triple A Private Capital Awards 2025— underscores how its strategy is resonating across the region .

Why it matters

Ultra-HNW clients are moving beyond traditional private banking. They now expect digital sophistication paired with handcrafted advisory—a combination many legacy institutions struggle to deliver at scale.

UnionBank Private Banking has leaned into that gap, building a model anchored in innovative digital tools, bespoke client solutions, and an agile, entrepreneurial approach specifically designed for multi-generational wealth owners.

Regina Aquino-Private Banking business strategy development manager; Kaye Ong-Private Banking Binondo Center relationship manager; Aina So-Private Banking Binondo Center head; Ana Aboitiz-Delgado-president and CEO of UnionBank; Vanessa Raymundo - managing director Strategic Alliances Asia, Lombard Odier; lawyer Arlene Agustin - Private Banking group head; Jack Siu-head of discretionary, portfolio management Asia, Lombard Odier; Jody Odrial-Private Banking Binondo Center relationship manager; Iking Yusingco - Private Banking business strategy development head. | Contributed photo

Driving the momentum

The Asset recognition builds on earlier wins from the Global Private Banker Innovation Awards 2025, where UnionBank was honored for succession planning, intergenerational services, and client experience.  

These reinforce its credibility in advanced wealth structuring—a top priority for UHNW families navigating governance, legacy, and cross-border complexity.

A flagship example: the NextGen Academy, which provides global immersion, mentorship, and governance education to prepare heirs for leadership and stewardship of family enterprises.

What they’re saying

“We are honored to be acknowledged by respected institutions, and our peers in the industry. This strengthens our commitment to serve clients who value thoughtful, future-ready relationships—as we showcase what NextGen Banking feels like, our mission is to prepare families, and their children who are the future leaders for what lies ahead,” lawyer Arlene Agustin, UnionBank Private Banking head, said in a press release on Nov. 26, 2025 .

The bigger picture

UnionBank Private Banking’s strategy reflects a wider shift in Asian wealth management, where digital innovation is no longer optional—it’s differentiating. 

UHNW clients now prioritize private banks that can integrate secure digital platforms, real-time advisory, and tailored solutions into a seamless experience.

What’s next

The bank plans to continue expanding bespoke offerings while enhancing its digital capabilities, reinforcing its goal to remain “the trusted private banking partner today and for generations to come."  —Vanessa Hidalgo | Ed: Corrie S. Narisma

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