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CCCI Coffee Break Series Highlights Smarter Investing and Wealth Planning with UnionBank Wealth

The Cebu Chamber of Commerce and Industry (CCCI) continued its Coffee Break series on July 30 at Raddison Red Mandaue, bringing together business leaders, entrepreneurs, investors, and CCCI members for meaningful conversations on smarter investing, wealth planning, and the global economic outlook in partnership with UnionBank Wealth.

As CCCI’s signature monthly member engagement initiative, the Coffee Break Series provides an intimate setting where business leaders can build relationships, exchange ideas, and discuss relevant business issues and opportunities. Each session also features a Coffee Spotlight, where a host partner shares industry expertise and practical insights that create value for CCCI members.

Serving as the Coffee Spotlight host for the July session, UnionBank Wealth shared perspectives on global market trends and investment opportunities across diverse asset classes. Participants gained insights into portfolio diversification through fixed-income investments, global equities, technology-focused funds, dividend-paying companies, emerging markets, and gold, while exploring strategies for long-term wealth creation amid evolving market conditions.

During the session, Miguel QuintoUFSI Cebu Investment Consultant, emphasized the importance of looking beyond traditional savings and time deposits by adopting long-term investment strategies that help preserve purchasing power and build sustainable wealth. He also discussed how global economic developments, interest rate movements, and corporate earnings influence investment decisions and portfolio performance.

The session concluded with an interactive exchange between CCCI members and UnionBank Wealth’s investment professionals, covering topics such as interest rate trends, portfolio construction, investment-linked insurance, offshore investment opportunities, liquidity, and risk management. UnionBank Wealth also introduced its Elite and Private Wealth programs, highlighting personalized advisory services designed to help individual and corporate clients achieve their long-term financial goals.

In addition to the investment discussions, the July Coffee Break featured “Your Voice Matters,” an interactive engagement session that invited CCCI members to share their ideas and expectations for the Chamber’s planned Membership Management System and Mobile Application Solutions. As part of CCCI’s ongoing digital transformation efforts, members actively participated in the discussion by sharing their wishlist and insights on how the future platform can deliver more efficient, accessible, and value-driven services. The feedback gathered during the session will help guide the development of the Chamber’s digital solutions to ensure they are responsive to the evolving needs of its growing membership.

The July Coffee Break reflected the Chamber’s commitment to creating meaningful opportunities for members to connect, learn from industry experts, exchange practical business insights, and actively contribute ideas that will shape future Chamber initiatives. Through partnerships with organizations like UnionBank Wealth and member-driven engagements such as “Your Voice Matters,” CCCI continues to strengthen collaboration, support informed decision-making, and enhance the value of its programs and services for Cebu’s business community.

CCCI extends its appreciation to UnionBank Wealth for serving as the July Coffee Spotlight host and for sharing valuable expertise with the Chamber’s members.

Padayon Cebu!!!

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