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

International Private Wealth Advisor

Daphne Chi brings over two decades of working experience in the financial industry with a focus on investment portfolio management, international wealth trust and estate planning, restrictive concentrated stock management, executive trading plans, structured solutions, and lending strategies for ultra-high-net-worth individuals, multigenerational families, business executives and entrepreneurs residing in US, China, Taiwan, and Hong Kong.  Daphne designs customized and comprehensive wealth management solutions to help her clients grow, preserve and transfer their wealth. 

Prior to joining UBS in 2008, Daphne started her career as a Commercial Credit Analyst and promoted to Credit Underwriter at Bank of America and then joined Merrill Lynch as an international financial advisor for 6 years.  Daphne graduated from the University of California, Los Angeles with a Bachelor of Art in Economics. Born and raised in China, Daphne is fluent in Mandarin and English.  In her free time, she enjoys traveling and experiencing local cuisines. 

Daphne is Series 7 and 66 licensed.  She also holds CA Life Insurance License and Portfolio Manager designation at UBS.  

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, 2023, 2024The 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The 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

Credentials

  • International Private Wealth Advisor

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

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