In its pursuit of delivering a premium wealth client experience, UnionBank has revealed the newly enhanced Wealth Management Center at The Ark in Makati. Unveiled during a media preview on February 20, 2025, the new upscale facility features the Elite Gold Lounge and The Vault, offering top-tier privacy, security, and sophistication.
This transformation exemplifies UnionBank’s dedication to its next-generation banking vision, seamlessly integrating digital innovation with top-tier security and personalization - an approach that sets a new benchmark in wealth management.
With the Philippines maintaining strong economic confidence, supported by consistent GDP growth and one of Asia’s youngest, fastest-growing populations, more high-net-worth clients are shifting toward financial market investments. According to Hubbis, a leading content and professional development provider for Asia’s wealth management industry, clients now expect personalized, efficient, and secure banking services.
UnionBank meets these evolving needs by integrating technology, enhancing advisory services, and expanding access to wealth management solutions beyond traditional banking. This is further solidified by the successful refinement of the Wealth Management Center. “We invested in these new premises, a place where we wanted for our customers to call home when they do their financial transactions.” Therese Chan, Union Bank of the Philippines’ wealth and brokerage head, emphasized this during an interview with Manila Bulletin.
The bank’s commitment to providing innovative and client-focused financial solutions was recently recognized with its award as the Best Wealth Management Bank in the Philippines at The Asian Banker’s Global Excellence in Retail Finance Awards 2025. This accolade puts spotlight on the successful integration of Citi’s wealth business, the launch of its Elite and Access programs, and its enhanced digital wealth platform for global investments. Building on this achievement, they have further solidified their dedication to evolving with the needs of its high-net-worth clients by unveiling the newly refined Wealth Management Center.
Personalized and luxurious banking experience
UnionBank’s Wealth Management Center redefines high-net-worth banking with its exclusive and sophisticated environment. Stepping into the facility, one is immediately struck by its meticulous attention to detail, from the plush seating of the Gold Lounge to the seamless integration of technology that enhances both security and convenience.
Designed for utmost discretion and efficiency, the facility features private, soundproof teller rooms for confidential transactions, and digital touchpoints that minimize paperwork. The 24/7 ATMs, which accept and dispense both cash and foreign currency, further reinforce the bank’s promise of accessible and seamless financial management.
According to Albert Cuadrante, Chief Marketing and Experience Officer at UnionBank, enhancing facilities and integration of technology into them still play a critical role in elevating overall banking experience. "Our facilities embody a 'high-tech, high-touch' combination. Advanced technology is embedded in every journey, but clients never have to worry about not getting help when they need it," Cuadrante explained.
Beyond transactions, the Wealth Management Center is a strategic hub for investment planning. The dedicated portfolio discussion rooms allow clients to consult financial advisors in an environment that fosters deeper conversations about wealth growth and market opportunities.
One of the most striking features is The Vault. It is equipped with advanced biometric systems, ensuring that only authorized members can access the area. Inside, the blend of security and luxury is apparent, small, medium, and large security boxes accommodate diverse assets, while added features like watch winders and art drawers elevate the experience beyond traditional safekeeping. For the ultra-secure Safety Deposit Box area within the vault, access is granted only upon verification of the account holder’s biometric impressions, ensuring the highest level of security for confidential transactions and assets.
Impressively, The Vault area can also transform into an intimate dinner venue, underscoring UnionBank’s dedication to bespoke client engagement.
For added convenience, the lounge has direct elevator access from the parking area, ensuring privacy for elite clients. It’s these carefully thought-out details that elevate the branch beyond a mere facility - it is a premier space for high-net-worth individuals who demand both discretion and sophistication.
"Wealth customers entrust us with their assets, and we must respect that trust by ensuring confidentiality and top-notch security," Chan stated. "Every engagement at The Ark and the Wealth Management Center reflects our commitment to safeguarding their investments."
Next-Gen banking: AI-Powered banking
While UnionBank continues to enhance its exclusive services for affluent clients, it remains steadfast in promoting financial inclusivity.
"At the heart of our transformation is the desire to uplift our customers by delivering exceptional experiences," said Ana Maria Aboitiz-Delgado, President and CEO of Union Bank of the Philippines. "Next-gen banking means providing superior service across all generations and channels, leveraging digital strength and AI to create innovative financial solutions."
Artificial intelligence plays a crucial role in the bank’s wealth management services by analyzing client behavior and investment patterns, allowing UnionBank to deliver tailored financial solutions and proactive investment recommendations.
"We continuously study AI models and global platforms to refine our services and elevate the customer experience," Cuadrante added.
Beyond transactions: Fostering meaningful conversations
UnionBank recognizes that wealth management is about more than just transactions, it’s about relationship-building and trust. "Our goal is to offer advisory services that provide actionable insights, ensuring long-term financial security." Chan emphasized.
As the Philippine wealth management landscape continues to evolve, UnionBank remains at the forefront, delivering cutting-edge digital solutions, client-centric advisory services, and a banking experience that is both high-tech and highly personal.
“There will be less dependency on brick-and-mortar transactions and wealth centers will always play a role in high-value investments. It’s going to be more than just deposits, it’s about long-term portfolio growth, advisory, and strategic planning," Chan concluded.
With the introduction of its newly upgraded Wealth Management Center, UnionBank is setting a new benchmark in wealth management by seamlessly blending technology, security, and bespoke service. UnionBank ensures that its next-generation banking approach empowers every client to navigate their financial journeys with confidence and ease.