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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
