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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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Managing Director–Wealth Management
Financial Advisor
Liling began her career as an International Financial Advisor at Merrill Lynch in 1993
She joined UBS in April 2016.
Liling is committed to provide thoughtful investment solutions to achieve her clients' financial goals. She adopts a tailored investment approach in servicing her offshore and onshore clients. She is intently focused on identifying the best investment opportunities across different sectors, investment vehicles, and asset types.
Liling takes a macro view to understanding the economy and the international
marketplace. By leveraging the firm's global resources, Liling seeks to add value and manages risks through a rigorous, research-driven investment process.
Liling provides both discretionary and non-discretionary advisory services supported by disciplined management and continuous evaluation. She frequently collaborates with external professionals such as CPAs and attorneys to offer a well-rounded investment perspective.
Liling is fluent in English, Mandarin and Taiwanese. She resides in Irvine, California and is an active member of the Irvine community.
She is a keen supporter of American Heart Association. In her free time, she enjoys spending time with her family, hiking, and singing in a choir.
Countries of focus: China and Taiwan
Insurance#: 0D53327
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
Liling began her career as an International Financial Advisor at Merrill Lynch in 1993
She joined UBS in April 2016.
Liling is committed to provide thoughtful investment solutions to achieve her clients' financial goals. She adopts a tailored investment approach in servicing her offshore and onshore clients. She is intently focused on identifying the best investment opportunities across different sectors, investment vehicles, and asset types.
Liling takes a macro view to understanding the economy and the international
marketplace. By leveraging the firm's global resources, Liling seeks to add value and manages risks through a rigorous, research-driven investment process.
Liling provides both discretionary and non-discretionary advisory services supported by disciplined management and continuous evaluation. She frequently collaborates with external professionals such as CPAs and attorneys to offer a well-rounded investment perspective.
Liling is fluent in English, Mandarin and Taiwanese. She resides in Irvine, California and is an active member of the Irvine community.
She is a keen supporter of American Heart Association. In her free time, she enjoys spending time with her family, hiking, and singing in a choir.
Countries of focus: China and Taiwan
Insurance#: 0D53327
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
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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