Christopher P Kobe-UBS Financial Services Inc

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15260 Ventura Blvd Ste 1800
Sherman Oaks, CA 91403
+1 (818) 377-8866
https://advisors.ubs.com

Zhong Wealth Management Group, part of UBS Financial Services Inc., specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. With a commitment to quality client service, the team focuses on developing long-term relationships while addressing complex cross-border risks, investment strategies, and estate planning needs.

Led by Managing Director Joanne Zhong and supported by Wealth Management Associate Danyi Gu, the group harnesses extensive global resources to deliver customized financial advice. Their expertise encompasses trading, fiscal compliance, and the management of complex trust structures, ensuring clients receive strategic guidance for preserving and transferring their wealth across generations.

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