Your life’s work. Your lasting legacy. International Private Wealth Management
The families we work with have built substantial wealth in the U.S. and in Asia. We have great respect and admiration for their dedication and sacrifice.
Based in San Francisco, our team is strategically positioned to help our entrepreneurial clients across two of the most dynamic growth areas in the world: Silicon Valley and Asia. By providing U.S. based wealth management solutions to non-U.S. clients and clients with strong ties to Asia, we provide deep experience handling all aspects of their complex cross-border needs.
With a solutions-oriented approach and a degree of care and judgement that has earned the lifelong trust of our clients, we have created strong bonds across cultures. We believe every family hopes to impart advantages that are more than just material and financial. That is why we look beyond investment management to a bigger vision: helping you preserve wealth, and sustaining the legacy and values of your family for generations to come.
Zhong Wealth Management Group
555 California Street
San Francisco, CA 94104
“Having emigrated to the US from Shanghai as a child, I am very fluid in both cultures. Working extensively with first generation wealth creators with strong ties to the U.S. and Asia, my goal is to be a bridge between the cultures, values and generations that characterize my exceptional clients.”
— Joanne Zhong
Senior Vice President–Wealth Management
Joanne Zhong has been recognized as an industry leader
- Forbes, America’s Top Women Wealth Advisors, 2019
- Forbes, Best-in-State Wealth Advisor (CA), 2019 – 2020
UBS—A global leader
The strength of a world-wide wealth manager
UBS is the largest wealth manager in the world.1 Our team has built strong relationships with an extensive network of specialists across the firm. We leverage these relationships, as well as professionals across the industry, to connect you to an array of resources across the globe.
A heritage of leadership
UBS has been successfully managing its clients’ wealth for more than 150 years, with deep resources in investment, banking and asset management businesses.
UBS’s solid long-term credit ratings and economic stability ranks within the highest levels among large global banks.
An independent platform
One of the great advantages our team has is our truly independent approach. We offer flexible solutions and are not constrained to internal investment products.
Private Wealth Management
As a team within the exclusive Private Wealth Management division at UBS, we connect you to the dynamic presence of a truly global firm. Our team has the training, access and understanding of complex wealth and the individuals and families who create it, inherit it and pass it on.
Advanced Planning Group
Planning analysts regularly evaluate how changes in the legislative and tax landscape might affect your wealth
Credit and liquidity solutions
Access through our extensive UBS banking resources to innovative credit solutions
Portfolio Advisory Group
Exclusively dedicated to sophisticated portfolio structuring
CIO Wealth Management Research
Our global research organization, with more than 900 professionals across UBS
Family Advisory Group
This group offers solutions that extend beyond your portfolio
UBS Global Family Office
A highly specialized team dedicated to seamless integration for family office services
Liquidity. Longevity. Legacy.
Our approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.
To help maintain your lifestyle
This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.
- Entertainment and travel
- Purchasing a home
To help improve your lifestyle
- Healthcare and long-term care expenses
- Second home
To help improve the lifestyle of others
- Giving to family
- Wealth transfer over generations