Entrepreneurs

Informed solutions at every stage

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.

Young professional woman

Xi Qiao

Managing Director–Wealth Management

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 15 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.

Registered States:
  • CA
  • FL
  • IL
  • MN
  • NJ
  • NV
  • NY
  • WA

  • Barron's Top 100 Women Advisors, 2020The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 
  • Forbes America’s Top Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year. 
  • On Wall Street – Top 40 Advisors Under 40, 2020The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year.
  • Working Mother Magazine/SHOOK Top Wealth Advisor Moms, 2018, 2019, 2020, 2021The Working Mother Magazine/SHOOK rating is awarded annually in October and is based on information from March of the prior year to March of the award year. 
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
  • Forbes America's Top Wealth Advisors, 2021, 2022The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. 
  • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021, 2022The Financial Planning rating is awarded annually in January or February and is based on information from October to December of the award year. 
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually between February and May and is based on information from September of the prior year to September of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year.

The ratings are based on quantitative factors and are 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

  • University of California at Berkeley

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Entrepreneurs
Business Owners
Exit planning
Multi-generational families
Custom portfolios
Alternative investments
Securities-backed lending
Estate planning strategies
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-6818

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A focus on personalized access and service

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.

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Global private bank services, 2016-2022
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Institutional Investor, 2021 Global Rankings

$2.8 trillion

In invested assets globally 
As of 06/30/2022

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