Gustavo Amaral - Ubs Financial Services

Closed
Call
Website
2121 Rosecrans Ave
El Segundo, CA 90245
+1 (424) 301-3819
https://advisors.ubs.com

Zhong Wealth Management Group, led by Managing Director Joanne Zhong and Wealth Management Associate Danyi Gu, specializes in providing comprehensive wealth management solutions tailored for ultra-high net worth entrepreneurs, families, and their family offices. With a focus on clients with strong ties to Asia, the team navigates the complexities of cross-border business and investment, ensuring personalized strategies that preserve and grow wealth for future generations.

Boasting over 15 years of experience in international wealth management, Joanne emphasizes the importance of building long-term relationships through quality client service, while Danyi supports the onboarding and fiscal compliance processes essential for international clients. Together, they leverage UBS's global resources and their extensive industry networks to deliver practical and innovative financial solutions.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Business services, nec, nec

Chelsea Road Investments LLC

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor. Schedule an appointment today.

Christopher Harrer-UBS Financial Services Inc

Manhattan Beach, CA Branch Office - Ubs Financial Services

Zhong Wealth Management Group is a dedicated team of financial professionals specializing in private wealth management for ultra-high net worth individuals and families, particularly those with ties to Asia. Led by Managing Director Joanne Zhong, the group emphasizes long-term relationships, comprehensive financial strategies, and tailored advice to help clients secure their financial futures. The team, including Wealth Management Associate Danyi Gu, brings extensive experience and deep knowledge of international financial regulations, ensuring clients receive exceptional service and support. Their commitment to understanding client priorities and providing specialized solutions allows them to navigate complex cross-border investment landscapes efficiently. Generated from the website
United States›California›El Segundo›Gustavo Amaral - Ubs Financial Services