Danyi Gu

Danyi Gu is an International Wealth Management Associate at UBS Private Wealth Management, based in the San Francisco Bay Area.3 As part of the Zhong Wealth Management Group at UBS, Danyi plays a crucial role in providing comprehensive wealth management services to an international clientele, particularly ultra-high net worth individuals.24

In her position, Danyi is responsible for several key aspects of client service:

1. International client onboarding
2. Documentation of complex trust and estate structures
3. Fiscal compliance

Danyi's focus is on helping clients navigate the intricacies of wealth management, ensuring they find solutions that meet their specific needs.4 Her expertise extends to supporting the team's mission of delivering tailored financial advice to a diverse, international client base.2

Professional Background

Danyi Gu's experience in the finance and banking sector is extensive. Her current role at UBS Private Wealth Management allows her to leverage the firm's global resources, which include:

• Access to UBS's expertise in Wealth Management, Asset Management, and Private and Investment Banking
• A global footprint spanning 51 countries
• Over $5 trillion in invested assets globally (as of November 7, 2023)1

Education

Danyi's educational background includes studies at the University of Bayreuth3, which likely contributes to her international perspective and ability to serve a diverse clientele.

By working within UBS's Private Wealth Management division, Danyi Gu is part of a team that aims to provide sophisticated, tailored financial solutions to clients with complex investing, planning, and financing priorities.1