Ubs Private Wealth
Zhong Wealth Management Group, part of UBS Financial Services in Los Angeles, specializes in comprehensive private wealth management tailored for ultra-high net worth individuals and families, particularly those with strong ties to Asia. Led by Managing Director Joanne Zhong, the team emphasizes long-term relationships and personalized strategies to help clients navigate complex financial landscapes, including cross-border investments and estate planning.
Danyi Gu, a key member of the team, focuses on international client support and compliance, ensuring seamless onboarding and effective management of complex financial transactions. With a commitment to addressing the unique needs of their diverse clientele, Zhong Wealth Management Group prioritizes exceptional client service and robust financial solutions to foster enduring success.
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