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$6 trn
UBS Group invested assets
As of 12/31/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
First Vice President–Wealth Management
Financial Advisor - International
Countries of Focus: Hong Kong, Taiwan, China, Philippines, US
Expertise Information:
Working in the financial services industry since 1995. Joined UBS New York in 2005.
Prior experience: Julius Baer Private Banking New York. Also HSBC, Midland Bank, Bank of East Asia - all based in Hong Kong.
Areas of expertise: Wealth Management, Advisory programs, Credit.
Languages: English, Cantonese, Mandarin.
Licenses: FINRA Series 7, 63, 66
Additional Information:
Hobbies: Gardening, community volunteer services.
Alice joined UBS Wealth Management, based in New York, with a focus on high net worth clients residing in US and Asia. Wall Street is a business of trust. Alice always put her clients' interests first and foremost. Her focus is on forming long-term relationships and helping clients with all aspects of their financial lives. Alice is passionate about attending to every aspect of client's experience with UBS. She works closely with colleagues to bring together the best products, thinking and solutions in the marketplace to meet the needs of her clients.
Education
First Vice President–Wealth Management
Financial Advisor - International
Countries of Focus: Hong Kong, Taiwan, China, Philippines, US
Expertise Information:
Working in the financial services industry since 1995. Joined UBS New York in 2005.
Prior experience: Julius Baer Private Banking New York. Also HSBC, Midland Bank, Bank of East Asia - all based in Hong Kong.
Areas of expertise: Wealth Management, Advisory programs, Credit.
Languages: English, Cantonese, Mandarin.
Licenses: FINRA Series 7, 63, 66
Additional Information:
Hobbies: Gardening, community volunteer services.
Alice joined UBS Wealth Management, based in New York, with a focus on high net worth clients residing in US and Asia. Wall Street is a business of trust. Alice always put her clients' interests first and foremost. Her focus is on forming long-term relationships and helping clients with all aspects of their financial lives. Alice is passionate about attending to every aspect of client's experience with UBS. She works closely with colleagues to bring together the best products, thinking and solutions in the marketplace to meet the needs of her clients.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
