Email Me
$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
