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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Whether you are growing your business, considering a transition or looking to manage your post-exit liquidity, we provide targeted advice and insights. Our access to the global resources of UBS can help you maximize the value of your business and plan for your next venture after you step away. Whatever your goals for yourself or your business, you can trust that our knowledge and perspective will provide you with the financial stewardship you deserve.
Managing Director–Wealth Management
Portfolio Manager
Xi Qiao is a highly skilled and experienced wealth manager. She works with ultra-high net worth individuals and families in the US, China and Hong Kong, with a particular focus on technology executives, entrepreneurs, and venture capitalists. Xi designs customized and comprehensive wealth management solutions to help her clients grow, preserve and transfer their wealth while mitigating the impact of taxes.
Xi joined UBS in 2015 and has over 17 years of industry experience. Prior to UBS, Xi was Senior Vice President, Wealth Management at the Merrill Lynch International Office, where she created holistic cross-border wealth management solutions. Prior to Merrill Lynch, Xi was Assistant Vice President, Wealth Management at Morgan Stanley, where she focused on pre-liquidity planning and concentrated stock management for technology executives and entrepreneurs.
Xi is a member of the UBS Pinnacle Council, which is comprised of the top 2% of the firm’s advisors. Xi has appeared on CNBC and is a regular on Bloomberg TV and Radio. Xi is a graduate of University of California at Berkeley. Born in China and raised in both China and the US, Xi is fluent in Mandarin Chinese and English. Outside of the office, Xi enjoys running and other fitness activities.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Managing Director–Wealth Management
Portfolio Manager
Xi Qiao is a highly skilled and experienced wealth manager. She works with ultra-high net worth individuals and families in the US, China and Hong Kong, with a particular focus on technology executives, entrepreneurs, and venture capitalists. Xi designs customized and comprehensive wealth management solutions to help her clients grow, preserve and transfer their wealth while mitigating the impact of taxes.
Xi joined UBS in 2015 and has over 17 years of industry experience. Prior to UBS, Xi was Senior Vice President, Wealth Management at the Merrill Lynch International Office, where she created holistic cross-border wealth management solutions. Prior to Merrill Lynch, Xi was Assistant Vice President, Wealth Management at Morgan Stanley, where she focused on pre-liquidity planning and concentrated stock management for technology executives and entrepreneurs.
Xi is a member of the UBS Pinnacle Council, which is comprised of the top 2% of the firm’s advisors. Xi has appeared on CNBC and is a regular on Bloomberg TV and Radio. Xi is a graduate of University of California at Berkeley. Born in China and raised in both China and the US, Xi is fluent in Mandarin Chinese and English. Outside of the office, Xi enjoys running and other fitness activities.
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Lets connect
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Wealth from your point of view
An approach that works for your entire financial life
Our framework is designed to help you turn your possibilities into a plan. It starts with questions and a conversation to uncover everything that's important to you—beyond your money and wealth. Then, we organize your financial life in a way that gives you confidence you’ll have what you need—when you need it.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024