Financial planning tailored to your goals

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Countries of focus: China Taiwan Hong Kong

Jenny Wang is a Senior Vice President and an International Financial Advisor in Global Wealth Management at UBS International Financial Services since 2016. She services individual investors, small and middle-market businesses with a full range of banking, lending, investment, asset management, Private Equity and Alternative products and services. Jenny assists her high net worth clients with services provided by UBS Financial Services. 

Jenny had extensive client development and team building experience from her work in the retail branches in the Los Angeles area.  Jenny was a founding member of their Asian Private Client Group in 1998 during the time that the Asian population in the area was rapidly increasing.  She was one of the earliest advisors to recognize the potential new wealth from the Asia Pacific Region, and particularly from mainland China.  From 1999 to 2016 Jenny Wang was First Vice President at Merrill Lynch.  Prior to that, Jenny was a Vice-President at Wells Fargo Bank for 4 years. Prior Wells Fargo, Jenny worked at Bank of America from 1994 to 1996.

In the past 27 years, Jenny has successfully assisted her high net worth international clients, from many different countries, with their complex investment goals including Offshore Trusts and Personal Holding Companies.  From cash management, complex private equity transactions to establish individual or family Financial plan, Jenny works with her clients to fulfill their investment needs.

Jenny has had the privilege of being associated with several world class brands and business. In Jenny’s 27 years of experience in the financial Industry she has managed portfolios for ultra-high net worth clients. She prides herself on building relationships with these clients that go beyond her financial expertise and becoming a trusted family advisor for many of them.