Klein-Nugent Derivatives Group - UBS Financial Services Inc.

Klein-Nugent Derivatives Group, part of UBS Financial Services Inc., is headquartered in San Francisco and specializes in providing comprehensive wealth management solutions for ultra-high net worth individuals, families, and family offices, particularly those with strong ties to Asia. With a team led by Managing Director Joanne Zhong, the group emphasizes building long-term relationships by prioritizing client needs and offering tailored financial strategies.

Joanne Zhong and her team leverage extensive global resources and a deep understanding of cross-border regulations to assist clients in achieving their financial goals, including investment, liquidity solutions, and estate planning. Additionally, Associate Danyi Gu plays a crucial role in supporting international clientele by navigating complex client onboarding processes and managing trading and settlement activities.

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