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$7 trn
UBS Group invested assets
As of 12/31/2025
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.
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Managing Director–Wealth Management
Financial Advisor
Diane Hart brings three decades of working experience in financial services industry with a focus in portfolio management, wealth planning, international banking, trust and estate planning, and lending. She works directly with ultra-high-net-worth individuals, multigenerational families, business executives, and entrepreneurs residing in the U.S. and Asia Pacific countries, to help them address the complexities of significant capital. She has a deep understanding of her clients’ needs and goals. Leveraging the extensive breadth of services available at UBS, she develops investment strategies tailored specifically to her clients’ multifaceted and sophisticated objectives. Her dedicated approach has helped cultivate long-lasting client relationship.
Prior to joining UBS team in 2007, Diane was a Senior Vice President at Bank of America International Private Banking for ten years. Born and raised in Taiwan, Diane is fluent in Mandarin, Taiwanese and English. In her free time, she enjoys traveling and has visited over 20 countries.
CA Insurance License #0C39920
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
Managing Director–Wealth Management
Financial Advisor
Diane Hart brings three decades of working experience in financial services industry with a focus in portfolio management, wealth planning, international banking, trust and estate planning, and lending. She works directly with ultra-high-net-worth individuals, multigenerational families, business executives, and entrepreneurs residing in the U.S. and Asia Pacific countries, to help them address the complexities of significant capital. She has a deep understanding of her clients’ needs and goals. Leveraging the extensive breadth of services available at UBS, she develops investment strategies tailored specifically to her clients’ multifaceted and sophisticated objectives. Her dedicated approach has helped cultivate long-lasting client relationship.
Prior to joining UBS team in 2007, Diane was a Senior Vice President at Bank of America International Private Banking for ten years. Born and raised in Taiwan, Diane is fluent in Mandarin, Taiwanese and English. In her free time, she enjoys traveling and has visited over 20 countries.
CA Insurance License #0C39920
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 mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
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.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
$7 trn
UBS Group invested assets
As of 12/31/2025
Global leader
UBS is a leading and truly global wealth manager
#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
