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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
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.
Recognized as an industry leader:
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
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Let's connect
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.
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.
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