Xi Qiao - UBS Financial Services Inc.

Zhong Wealth Management Group, led by Managing Director Joanne Zhong, specializes in providing bespoke financial strategies tailored for ultra-high net worth clients, particularly those with strong ties to Asia. With over 15 years of experience in wealth management, the group emphasizes long-term client relationships, focusing on comprehensive advice related to cross-border investments, estate planning, and risk management.

Danyi Gu, an Authorized Officer and Wealth Management Associate, supports the team in addressing the complex needs of international clientele. Her expertise encompasses international client onboarding, trust and estate documentation, and compliance, ensuring that clients receive meticulous attention and innovative financial solutions tailored to their unique circumstances.

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