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$6.9 trn
UBS Group invested assets
As of 10/29/2025
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.
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
