Family. Wealth. For generations

It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

Four people meeting in glass office

Daphne Chi

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • FL
  • NY
  • TX
  • WA

  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2020, 2021The Working Mother Magazine/SHOOK rating is compiled by Shook Research and awarded annually in October based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A. Economics, University of California, Los Angeles

Business Owners
Corporate executives
Custom portfolios
Equity plans
Financial planning
Estate planning strategies
Structured products
Lending services
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 955-9860

Email Me

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Who we work with

Family offices

Tree

UBS and Credit Suisse—stronger than ever

investments

Investment Management

Tailored lending and cash management

The rising generation in a new world

Year Ahead 2023

A year of inflections

Following one of the toughest years in history for investors, CIO sets its sights on the Year Ahead. Entering what we expect to be a “Year of Inflections,” uncertainty remains high. But for investors with the ability to look through short-term noise, the difficulties of 2022 should make way for longer-term opportunities. Navigating these anticipated inflection points in 2023 will be key to investment success.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

51 countries

Our global footprint

More than 150 years

offering financial advice