Experience That inspires confidence

Named as the #1 Next-Gen Wealth Advisor for 2020 by Forbes, 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 entrepreneurs, executives, 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.

As a leading Next-Gen Wealth Advisor, Xi is able to connect with successful Millennials and Gen Z who need help with pre-liquidity planning and concentrated stock management. She also specializes in working with China and Hong Kong clients on multi-currency portfolio management and other cross-border wealth management issues. As families grow and seek to shape their legacy, Xi offers guidance on gift and wealth transfer strategies, as well as complex trust and estate planning.

Xi joined UBS in 2015 and has over 13 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 for ultra-high net worth individuals and families in the US, China and Hong Kong. Prior to Merrill Lynch, Xi was Assistant Vice President, Wealth Management at Morgan Stanley, where she focused on portfolio management and financial planning for San Francisco Bay Area technology employees and entrepreneurs.

Xi received a number of recognitions including ranking #1 out of 500 advisors in the Forbes America’s Top Next-Generation Wealth Advisors in 2020, named to the Barron’s Top 100 Women Financial Advisors in 2020, and Financial Planning Top 40 Financial Advisors Under 40 in 2021. Xi is a member of the UBS Pinnacle Council, which is comprised of the top 2% of the firm’s advisors. She 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.


  • Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018, 2019, 2020 (#1)
  • Barron's Top 100 Women Financial Advisors, 2020
  • Financial Planning Top 40 Financial Advisors Under 40, 2020, 2021 (#8)
  • Forbes/SHOOK Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
  • Forbes America's Top Women Advisors, 2020, 2021


  • University of California at Berkeley

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