Recognition of an exceptional career in Financial Services
San Francisco, California, July 27, 2020 – UBS is proud to announce that Xi Qiao, Managing Director and Financial Advisor in the Wealth Management USA business in San Francisco, 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, which includes a ranking of 500 advisors across the United States.
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,” said Erin Borger, Northern California Market Head at UBS Wealth Management USA. “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.”
Throughout her career, Xi has received a number of recognitions for her professional achievements, including being 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, and Working Mother Magazine’s Top Wealth Advisor Moms List in 2018 and 2019.
Xi received her BA degrees from the University of California at Berkeley. She 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.