David Stewart - UBS Financial Services Inc.

Zhong Wealth Management Group, part of UBS Financial Services Inc., is dedicated to providing customized financial strategies for ultra-high net worth entrepreneurs and families, particularly those with connections to Asia. Led by Managing Director Joanne Zhong, the team emphasizes developing long-term relationships through quality client service and comprehensive wealth management solutions tailored to individual client needs.

With over 15 years of experience in international wealth management, Joanne Zhong and her team offer expertise in cross-border business investment, estate planning, and complex trust structures. Danyi Gu, a key member of the group, supports their mission by managing international client onboarding and compliance, ensuring clients receive exceptional service and the right financial solutions for their unique circumstances.

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