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$5+ trillion
In invested assets globally
As of 11/07/2023
We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.
Managing Director–Wealth Management
Financial Advisor
A native Chinese speaker with 17 years of experience in financial services, Xuemei focuses on private wealth management, serving ultra high net worth entrepreneurs, executives and family offices. She provides client centric strategies to help manage clients' financial assets and family legacies. She assists with clients' pre IPO planning such as trust planning, and post IPO investment management such as managing concentrated stocks, 10b5-1 plan, diversified portfolio management, liquidity management, and philanthropy investments.
Focused on your success
Today, Xuemei works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. She understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, she has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
A native Chinese speaker with 17 years of experience in financial services, Xuemei focuses on private wealth management, serving ultra high net worth entrepreneurs, executives and family offices. She provides client centric strategies to help manage clients' financial assets and family legacies. She assists with clients' pre IPO planning such as trust planning, and post IPO investment management such as managing concentrated stocks, 10b5-1 plan, diversified portfolio management, liquidity management, and philanthropy investments.
Focused on your success
Today, Xuemei works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth. She understands that each decision can have far-reaching implications for your future and takes a truly holistic approach to managing the personal and professional aspects of your financial life. From disciplined financial planning to proactively managing the complexities of a business succession plan, she has the experience and knowledge to bring you important insights and tailored solutions—so that you can move forward with confidence.
Education
Credentials
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.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.
A road map to help facilitate the process
Often, the process of selling a business is unknown to the business owner. This may leave them vulnerable to making significant mistakes. This brochure may serve as a general road map for facilitating the sale of a closely held business.
As they say, “failing to plan is planning to fail.” Learn how planning for the personal side of a liquidity event, both before and after the transaction, you can help mitigate risks.
$5+ trillion
In invested assets globally
As of 11/07/2023
Financial strength
Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s
UBS AG, long-term senior secured debt rating. As of 12/31/2022
Global leader
UBS is a world-leading wealth manager
