SUSTAINABLE WEALTH
PLANNER

Who Are Union Wealth ?

Union Wealth are the team of experienced professional financial planners who have the aim to provide the suitable financial plan for everyone.

Union Wealth adopts “The International Financial Planning Concept or CFP®” to formulate “The Customized Integrated Professional Financial Plan” for our clients.

Union Wealth have the professional partners around the world. Therefore, we can provide the varieties of financial products such as mutual funds, private funds, insurances etc. from several leading domestic and international brands.

Career

"We are looking for the inspired individuals who value the importance of financial planning on people’s life. Come join us and thrive together”

UW Vision

We deliver Peace of Mind through Financial Planning Concept

UW Mission

UW will be the trusted Financial Advisory Service Provider Company with Unbiased Variety of products to serve both retail and corporate clients

5 Core Values

Integrity

We do the right things even when no one is watching.

Excellence

We consistently strive to be excellent in all what we do.

Professional

We work enthusiastically in professional manner and endlessly develop oneself capability.

Transparency Communication

We embrace transparent communication to share information clearly and honestly.

Empathy

We always put ourselves in other's shoes to assure the best possible solutions.

How we deliver The Best Value ?

CUSTOMIZED Professional Financial PLAN

Provide MULTI-PRODUCT Platform

Select UNBIASED BEST CHOICE In class

Our Services

Customized Professional Financial Plan For Individual Clients

Customized Personal Financial Planning

Applied Investment Planning

Personal Income Tax Planning

Education Fund Portfolio Design

Retirement Fund Portfolio Design

Risk management & Insurance planning

Wealth Transfer Model Design

Family Constitution Preparation

Local & International Financial Service & Products

Customized Professional Financial Plan For Corporate Clients

Cash Management

Initial Public Offering (IPO) Strategic Planning

Corporate Tax Planning

Holding Company Strategic Planning

Integrated Family Business Financial Planning

Privacy Notice

Management Team

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Vawta Pratmaetekul, CFP® / FchFP

Founder and Chief Executive Officer

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Rungroj Kaeokanjana, CFP®

Co - Founder / Chief Investment Officer

Advisor Team

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Chawaluk Tipsuntornpong, CFP®
Senior Financial Planner

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Sudarat Sawatdiwong, CFP®
Senior Financial Planner

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Karnchanicha Saeneewong Na Ayudhaya, AFPT™
Financial Planner

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Techathat Pomsung, AFPT™
Financial Planner

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Boonyakul Thongmee, AFPT™
Financial Planner / Product Specialist

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Chawaluk Tipsuntornpong, CFP®
Senior Financial Planner

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Sudarat Sawatdiwong, CFP®
Senior Financial Planner

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Karnchanicha Saeneewong Na Ayudhaya, AFPT™
Financial Planner

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Techathat Pomsung, AFPT™
Financial Planner

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Boonyakul Thongmee, AFPT™
Financial Planner / Product Specialist

PRODUCT PARTNERS

We have professional partners around the world to provide the most efficient financial products on both onshore and offshore in order to choose the most suitable and excellent ones to incorporate in client's financial plans to help them achieve their financial goals.

Onshore and
offshore products

Testimonial

“The prominent aspect of Union Wealth is its people who are very unique. They hold great professionalism who I can trust to take care of my financial future.”

Tawin Yavapolkul

Actor, Partner and Financial Manager Scuba Jamboree Co., Ltd.

“Union Wealth organising all sorts of my financial investments, also helps with asset management and analysis that eventually turns substantially lucrative.”

Boonruk-Jaruwan Phungjesada

Owner- Ruam Dental Clinic

“Union Wealth is a company that does extra mile. Therefore we can enjoy life as well as have time to keep building other businesses and generating additional income for future prosperity.”

Ongart Chatvorachai

Deputy Managing Director: S.Y.K. Autopart Import-Export Co., Ltd.

“Once I had a meeting with Khun Vaw and Khun Roj of Union Wealth, they gave me all the answers and oversee the big picture of our financial planning so that I can have a peace of mind to live my life to the fullest."

Yaowarat Jantree

Internal Medicine Physician

“I have always taken care of my own investment. But once a financial advisor who is a consult-base comes to give advices based on my needs. My financial allocation has now improved, giving me no worries about the future.”

Wachirapan Soponkij

Marketing Manager

Contact

Union Wealth Mutual Fund Brokerage Securities Co., Ltd

43 THAI CC TOWER,19 Floor, No.198, South Sathorn Rd., Yannawa, Sathorn, Bangkok 10120

02 210 0045

operation@uwealth.co.th

Management Team

Vawta Pratmaetekul, CFP® / FchFP

Founder and Chief Executive Officer

Certified / Training

CFP® - Certified Financial Planner ; Thai Financial Planner Association
FChFP - Fellow Chartered Financial Practitioner
Asia Pacific Life Insurance Congress 2010 (APLIC), THA
Asia Pacific Life Insurance Congress 2011 (APLIC), SG
High Net worth Wealth Management 2017, Taiwan
International Management award from GAMA international 2015 - 2018, USA
LAMP, GAMA's Annual Leadership and Management Program 2015 - 2018, USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Personal Income Tax Planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Family Constitution Preparation
Local & International Financial Service & Products

Education / Experience

Bachelor degree of Business Administration, International Business, (Assumption University)
Chief Executive Officer, Union Wealth Mutual Fund Brokerage Securities Co., Ltd
Member of Thai Financial Planners Association Committee.
Member and Secretary of AFBE Committee.
International Financial Product & Service UK / SG / HK
Consultant of Producer Development Series 301-303, Financial Advisors Skill Training Course of LIMRA
Speaker of TRFP Asia Pacific Financial Planning International Conference 2017, Taiwan
Financial Planning Speaker of Unilever Thailand - 2018
Financial Planning Speaker of Thitaram Group - 2018
Financial Planning Speaker of Takeda Thailand - 2018
Financial Planning Speaker of Exxon Mobile Sriracha - 2018

Management Team

Rungroj Kaeokanjana, CFP®

Co - Founder / Chief Investment Officer

Certified / Training

CFP® - Certified Financial Planner ; Thai Financial Planner Association
Pass Level 1 of CFA Exam
Equity Fundamental Analyst License
High Networth Wealth Management, Taiwan
LAMP, GAMA's Annual Leadership and Management Program 2017, Washington D.C. / USA
LAMP, GAMA's Annual Leadership and Management Program 2018, Nashville. / USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Personal Income Tax Planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Family Constitution Preparation
Local & International Financial Service & Products

Education / Experience

MBA Finance & Investment (University of Illinois at Chicago, USA) Honored Top Performing Student GPA. 4.00/4.00
Bachelor of Business Administration, Magna Cum Laude Honor (Assumption University)
Chief Investment Officer, Union Wealth Mutual Fund Brokerage Securities Co., Ltd
Member of AFBE Committee.
Public Speaker about Investment & Asset Allocation Topic, SET / Stock2morrow / TNN24 / Money Channel
SVP, Head of Product Planning and Corporate Communication, Capital Nomura Securities Public Co., Ltd.
Senior Product Manager, Kasikorn Bank
Asset-Liability Management Strategy Specialist, Kasikorn Bank
Investment Banker, Bangkok Bank

Advisor Team

Chawaluk Tipsuntornpong, CFP®

Senior Financial Planner

Certified / Training

Certified Financial Planner, CFP® - Thai Financial Planner Association
Taxation Planning and Accounting for Real Estate Business,Thai Real Estate Business School
The 7 Habits of Highly Effective People Trainer Certification Program Hong Kong
High Net Worth Wealth Management, Taiwan
LAMP, GAMA’s Annual Leadership and Management Program 2018, Nashville. / USA Scope of work

Scope of Work

Customized Professional Financial Planning
Applied Investment Planning
Cooperate & Personal income tax planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Local & International Financial Service & Products

Education / Experience

Bachelor of Biotechnology (Khonkaen University)
Special Guest about Financial Planning on Money Channel TV
Investment Columnist of Money & Wealth Magazine
Lecturer for Investment Consultant Licensing course
Lecturer for Life Insurance Licensing course
Speaker for SET in the City
Former Agency Training Manager at AIA Thailand
Former Production Manager at Charoen Pokphand Foods PCL.

Advisor Team

Sudarat Sawatdiwong, CFP®

Senior Financial Planner

Certified / Training

Certified Financial Planner, CFP® - Thai Financial Planner Association
Investment Consultant License • High Networth Wealth Management, Taiwan
LAMP, GAMA’s Annual Leadership and Management Program 2018, Nashville. / USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Personal Income Tax Planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Local & International Financial Service & Products

Education / Experience

Bachelor and Master of Engineering (Chulalongkorn University)
Former cash management product manager at Kasikorn Bank
Former retail banking product manager and channel strategic planning officer at Siam Commercial Bank

Advisor Team

Karnchanicha Saeneewong Na Ayudhaya, AFPT™

Financial Planner

Certified / Training

AFPT™(Associate Financial Planner Thai)
CFP® Module 1 – 6
Invesment Planner License
High Networth Wealth Management, Taiwan
LAMP, GAMA's Annual Leadership and Management Program 2017, Washington D.C. / USA
LAMP, GAMA's Annual Leadership and Management Program 2018, Nashville. / USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Cooperate & Personal income tax planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Local & International Financial Service & Products

Education / Experience

Bachelor of Arts, Major in Business English Assumption University (ABAC)
Master of Science in Real estate Business (Thammasart University)
Former Investment Consultant at Far East Securities Co.,LTD
Former Investment Consultant at Country Group Securities Co.,LTD
Former Investment Consultant at Apple Wealth Securities Co.,LTD

Advisor Team

Techathat Pomsung, AFPT™

Financial Planner

Certified / Training

AFPT™ - (Associate Financial Planner Thai)
FChFP - Fellow Chartered Financial Practitioner
Asia Pacific Life Insurance Congress 2010 (APLIC), THA
High Net worth Wealth Management 2017, Taiwan
International Management award from GAMA international 2015 - 2017, USA
LAMP, GAMA's Annual Leadership and Management Program 2015 - 2017, USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Cooperate & Personal income tax planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Local & International Financial Service & Products

Education / Experience

MBA of marketing (St.John’s University)
Bachelor of Business Administration (St.John’s University)
Financial Advisor, Union Wealth Co.,Ltd.
Demand Planning / Oversea Purchaser at Jagota Brothers Trading Co.,Ltd.
Co- operation at BOI (Broad of Investment)

Advisor Team

Boonyakul Thongmee, AFPT™

Financial Planner / Product Specialist

Certified / Training

AFPT™ - (Associate Financial Planner Thai)
CFP® Module 1 - 6
Asia Pacific Life Insurance Congress 2010 (APLIC), THA
Asia Pacific Life Insurance Congress 2011 (APLIC), SG
High Net worth Wealth Management 2017, Taiwan
LAMP, GAMA's Annual Leadership and Management Program 2017, Washington D.C. / USA

Scope of work

Customized Professional Financial Planning
Applied Investment Planning
Cooperate & Personal income tax planning
Education Fund Portfolio Design
Retirement Fund Portfolio Design
Risk management & Insurance planning
Wealth Transfer Model Design
Local & International Financial Service & Products

Education / Experience

Bachelor of Arts (Silpakorn University)
Personal Financial Planner, Union Wealth Co., Ltd.
Product Specialist, Union Wealth Co., Ltd.
Brand Advisor, British American Tobacco

UW Vision

UW Mission

How we deliver The Best Value ?

CUSTOMIZED Professional Financial PLAN

Provide MULTI-PRODUCT Platform

Select UNBIASED BEST CHOICE In class

Our Services

Customized Professional Financial Plan For Individual Clients

Customized Professional Financial Plan For Corporate Clients

Privacy Notice

Management Team

Vawta Pratmaetekul, CFP® / FchFP

Rungroj Kaeokanjana, CFP®

Advisor Team

PRODUCT PARTNERS

Testimonial

Contact

Union Wealth Mutual Fund Brokerage Securities Co., Ltd

Vawta Pratmaetekul, CFP® / FchFP

Certified / Training

Scope of work

Education / Experience

Rungroj Kaeokanjana, CFP®

Certified / Training

Scope of work

Education / Experience

Chawaluk Tipsuntornpong, CFP®

Certified / Training

Scope of Work

Education / Experience

Sudarat Sawatdiwong, CFP®

Certified / Training

Scope of work

Education / Experience

Karnchanicha Saeneewong Na Ayudhaya, AFPT™

Certified / Training

Scope of work

Education / Experience

Techathat Pomsung, AFPT™

Certified / Training

Scope of work

Education / Experience

Boonyakul Thongmee, AFPT™

Certified / Training

Scope of work

Education / Experience

Financial Planner

What You'll Do

Qualifications

Thank You