Trust and Investment Services Group

At UnionBank Trust and Investment Services Group, we understand that individuals may have distinct financial needs and objectives. Their goals, time-horizon, and sensitivity to risk may differ. Therefore, there is a UITF or a combination of UITFs for different types of investors.

The investment goals of individuals may involve the preservation of their capital, achieving above average yields, or receiving regular cash inflows. These goals are affected by one's sensitivity to risk as investors who desire higher returns will be willing to expose themselves to higher portfolio volatility. An investor must be able to assess these factors before investing.

Having these in mind, we strive to customize our products and services according to these parameters.


We provide investment products that satisfy our clients' different investment objectives.
We create innovative financial products to help our clients stay ahead.

Determine the investment strategy that may best fit you by answering our Suitability Assessment Form.