Lin l Hartmeyer l Abbay l Chan - UBS Financial Services

Zhong Wealth Management Group, part of UBS Financial Services in San Francisco, specializes in providing tailored wealth management solutions to ultra-high net worth entrepreneurs and families, particularly those with strong ties to Asia. The team, led by Managing Director Joanne Zhong, emphasizes building long-term relationships through exceptional client service and a commitment to understanding their clients' unique financial needs.

With over 15 years of experience, Joanne and her team leverage the global resources of UBS to offer comprehensive advice on cross-border investment, estate planning, and liquidity solutions. Danyi Gu, a Wealth Management Associate, supports the group by handling complex client onboarding and documentation, ensuring clients navigate the intricacies of international regulations effectively.

Generated from the website