Pamela Davies - Ubs Financial Services

Call

Advertisement

305 Lytton Ave
Palo Alto, CA 94301
+1 (650) 289-7038

Zhong Wealth Management Group, part of UBS Financial Services in Palo Alto, CA, specializes in providing customized wealth management solutions to ultra-high net worth clients, particularly those with strong ties to Asia. The team prioritizes building long-term relationships by understanding clients' unique priorities and offering comprehensive advice on cross-border business, investment strategies, and estate planning.

Led by Managing Director Joanne Zhong, an experienced International Wealth Management Advisor, the group leverages extensive global resources and industry expertise to deliver tailored financial strategies. Wealth Management Associate Danyi Gu enhances client support by navigating complex cross-border regulations and managing international client onboarding, ensuring clients receive attentive service and effective financial solutions.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Menlo Park, CA Branch Office - Ubs Financial Services

UBS Financial Services Inc. in Menlo Park, CA, is dedicated to providing customized financial strategies tailored to meet the unique needs of its clients. With a focus on building long-term relationships, the firm emphasizes quality client service and clear advice to help individuals achieve their financial goals. Led by experienced professionals, including Market Director Emily dela Reguera, UBS offers a range of programs aimed at developing the next generation of financial advisors. The team is committed to understanding clients' passions and the impact they wish to make, ensuring a collaborative approach to financial planning. Generated from the website

Connie Hong Cheng - Ubs Financial Services

Connie Hong Cheng is a Managing Director at UBS Financial Services Inc., located in Palo Alto, CA, specializing in wealth management. With a commitment to putting clients' best interests first, she emphasizes the importance of understanding individual priorities and concerns to build lasting relationships. UBS Financial Services Inc. is a leading global wealth manager with over 160 years of experience, providing investment advisory and brokerage services. The firm employs a comprehensive approach known as the UBS Wealth Way, which focuses on three key dimensions: Liquidity, Longevity, and Legacy, to assist clients in achieving their financial goals. Generated from the website

Nicholas Hunt - Ubs Financial Services

United States›California›Palo Alto›Pamela Davies - Ubs Financial Services

Advertisement