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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
