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UBS Advisor Xi Qiao Ranked as the #1 Next-Generation Wealth Advisor by Forbes and SHOOK Research - Odessa American: Business

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UBS Advisor Xi Qiao Ranked as the #1 Next-Generation Wealth Advisor by Forbes and SHOOK Research

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Posted: Monday, July 27, 2020 9:01 am

SAN FRANCISCO--(BUSINESS WIRE)--Jul 27, 2020--

UBS is proud to announce that Xi Qiao, Managing Director—Wealth Management and Financial Advisor in the Firm’s San Francisco office, has been ranked number one on the 2020 Forbes/SHOOK list of Top Next-Generation Wealth Advisors. In total, UBS has 78 advisors on this year’s list, out of 500 recognized across the country.

Xi specializes in providing holistic wealth management solutions for ultra-high net worth (UHNW) individuals and families in the US, China and Hong Kong. She focuses on pre-liquidity planning, concentrated stock management, multi-currency portfolio management, complex trusts and wealth transfer strategies. Her clients include technology executives, entrepreneurs, and venture capitalists with significant wealth, often in the form of stock options and equity compensation. Xi joined UBS in 2015 and has over 13 years of industry experience.

“On behalf of the entire UBS team, we congratulate Xi for this incredible achievement. Her tireless dedication to her clients across the world has enabled her to build a robust practice, backed by her passion of delivering solutions for UHNW individuals and families,” said Erin Borger, Northern California Market Head at UBS Wealth Management USA.

Throughout her career, Xi has received a number of recognitions for her professional achievements including ranking number one in the Forbes America’s Top Next-Generation Wealth Advisors in 2020, named to the Barron's Top 100 Women Financial Advisors in 2020, On Wall Street Top 40 Advisors Under 40 in 2020, Forbes Best-In-State Wealth Advisors in 2019 and 2020, Forbes America’s Top Women Advisors in 2020, Working Mother Magazine Top Wealth Advisor Moms List in 2018 and 2019, and UBS Top 35 Under 35 Advisor in 2017, 2018 and 2019.

Xi received her BA degrees from the University of California at Berkeley. Xi is fluent in Mandarin Chinese and English.

For the full list and further information visit: https://www.forbes.com/top-next-gen-advisors.

Notes to Editors

About UBS Global Wealth Management

As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

© UBS 2020. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.

The 2020 Forbes/SHOOK Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets. Each advisor was nominated by their firm, then vetted and ranked by SHOOK Research. Neither UBS Financial Service Inc. or its employees pay a fee in exchange for these ratings. Past performance is not an indication of future results.

View source version on businesswire.com:https://www.businesswire.com/news/home/20200727005038/en/

CONTACT: Media Contact:

Laura Hastings

laura.hastings@ubs.com

+1 212 882-5705https://www.ubs.com

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: FINANCE CONSULTING BANKING PROFESSIONAL SERVICES OTHER PROFESSIONAL SERVICES

SOURCE: UBS

Copyright Business Wire 2020.

PUB: 07/27/2020 10:00 AM/DISC: 07/27/2020 10:01 AM

http://www.businesswire.com/news/home/20200727005038/en

© 2020 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten or redistributed.

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