The Hagy Group - UBS Financial Services Inc.

The Zhong Wealth Management Group, part of UBS Financial Services Inc. in Westlake Village, CA, specializes in providing tailored financial strategies for ultra-high net worth clients and families with strong ties to Asia. With a focus on building long-term relationships, the team offers comprehensive support in investment, liquidity solutions, and estate planning, addressing the unique challenges of cross-border business.

Led by Managing Director Joanne Zhong, who brings over 15 years of experience in international wealth management, the team is dedicated to delivering exceptional client service through a collaborative and solutions-oriented approach. Wealth Management Associate Danyi Gu complements this mission by managing complex client onboarding and ensuring compliance with international regulations, thereby enhancing the wealth management experience for clients around the globe.

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