Xi Qiao - UBS Financial Services Inc. is a highly skilled and experienced wealth management firm based in San Francisco, CA. They specialize in providing targeted advice and comprehensive solutions to ultra-high net worth individuals and families, with a particular focus on technology executives, entrepreneurs, and venture capitalists. With access to the global resources of UBS, they offer financial stewardship to help clients grow, preserve, and transfer their wealth while mitigating tax impacts.
Led by Xi Qiao, a Managing Director and Portfolio Manager, the firm has over 15 years of industry experience. Xi designs customized wealth management strategies and has been recognized for her expertise, appearing on CNBC and Bloomberg TV and Radio. Fluent in Mandarin Chinese and English, Xi is dedicated to providing informed solutions at every stage, whether clients are growing their businesses, considering a transition, or planning for post-exit liquidity.
Generated from the website