Top Wealth + Best-in-State · rank 7 · San Francisco, California · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (high)
- “Xi Qiao - UBS Private Wealth Management” — forbes_shook
- Parent company — UBS Group AG (high)
- “XI QIAO - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “XI QIAO - Broker at UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 5301154 (high)
- “XI QIAO - Investment Adviser at UBS FINANCIAL ...” — sec_finra_regulatory
- Years experience — 19 (medium)
- “Xi joined UBS in 2015 and has over 19 years of industry experience.” — firm_official
- Designations — other:Portfolio Manager, other:Family Office Consultant, other:California Insurance License #0F70645 (medium)
- “Portfolio Manager” — firm_official
Book of business
- Team AUM ($M) — 2800 (high)
- “Team Assets (Custodied)": "$2.8B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size: "$5M"” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth: "$10M-2B"” — forbes_shook
- Client niche — UHNW tech executives, entrepreneurs and venture capitalists across the US, China and Hong Kong (high)
- “Xi specializes in providing holistic wealth management solutions for ultra-high net worth (UHNW) individuals and families” — firm_official
- “Entrepreneurs, technology executives, and venture capitalists” — forbes_shook
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisors.ubs.com/xi.qiao/ (high)
- “Xi Qiao - San Francisco, CA | Financial Advisors” — firm_official
- Value proposition (verbatim) — Customized and comprehensive wealth management solutions to help her clients grow, preserve and transfer their wealth while mitigating the impact of taxes. (high)
- “Customized and comprehensive wealth management solutions to help her clients grow, preserve and transfer their wealth while mitigating the impact of taxes.” — firm_official
- Differentiators — Pre-liquidity planning and concentrated stock management, Multi-currency portfolio management, Complex trusts and wealth transfer strategies, Cross-border US / China / Hong Kong practice, fluent in Mandarin, UBS Pinnacle Council member (top 2% of firm advisors) (high)
- “pre-liquidity planning, concentrated stock management, multi-currency portfolio management, complex trusts and wealth transfer strategies” — firm_official
- Content marketing — occasional (low)
- “Regular appearances on Bloomberg TV and Radio; featured on CNBC” — firm_official
- Has podcast — no (medium)
- “4 questions for Top 40 Under 40 advisor Xi Qiao of UBS” — professional_press
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/xqiao/ (high)
- “Xi Qiao - San Francisco Bay Area | Professional Profile | LinkedIn” — firm_official
- Social presence — linkedin_active (low)
- “Xi Qiao - San Francisco Bay Area | Professional Profile | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Women Financial Advisors (2020), On Wall Street Top 40 Advisors Under 40 (2020), Working Mother Magazine Top Wealth Advisor Moms (2018, 2019), UBS Pinnacle Council (top 2% of firm advisors) (medium)
- “Barron's Top 100 Women Financial Advisors (2020)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “UBS_Logo_Semibold.svg” — firm_official
- Logo url — https://advisors.ubs.com/mediahandler/media/321450/UBS_Logo_Semibold.svg (medium)
- “mediahandler/media/321450/UBS_Logo_Semibold.svg” — firm_official
- Visual brand notes — Corporate UBS identity only: red three-key mark, black semibold sans wordmark, white ground, standard headshot portrait. No team-level visual differentiation. (medium)
- “UBS_Logo_Semibold.svg” — firm_official
