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.
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. She is intently focused on identifying the best investment opportunities across different sectors, investment vehicles, and asset types.
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 and Mandarin. 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, Hong Kong, and Taiwan
CA Insurance#: 0D53327
Recognized as an industry leader:
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.
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.
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. She is intently focused on identifying the best investment opportunities across different sectors, investment vehicles, and asset types.
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 and Mandarin. 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, Hong Kong, and Taiwan
CA Insurance#: 0D53327
Recognized as an industry leader:
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.
Authorized Officer
Wealth Strategy Associate
Authorized Officer
Wealth Strategy Associate
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.
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.
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