Irene Ip
About Irene Ip
Irene Ip is the Managing Director and Senior Client Advisor in Wealth Management at UBS, where she has worked since 1997 in Hong Kong. With over two decades of experience in wealth planning and advising family offices, she provides tailored financial advice to high net worth clients.
Work at UBS
Irene Ip has held the position of Managing Director and Senior Client Advisor in Wealth Management at UBS since 1997. With 27 years of experience in this role, she operates out of Hong Kong, where she provides tailored financial advice to a diverse range of clients. Her responsibilities include advising high net worth individuals and family offices on investment strategies, corporate solutions, and philanthropy services.
Previous Experience at CIBC
Before joining UBS, Irene Ip worked at CIBC as a Manager for a duration of nine months from 1996 to 1997 in Toronto, Ontario, Canada. This role contributed to her foundational experience in the financial services industry, which she has built upon in her subsequent career at UBS.
Education and Expertise
Irene Ip studied at St. Francis of Assisi English Primary School and Queen Elizabeth School (QES). She furthered her education at Baruch College, City University of New York (CUNY), where she earned a Bachelor of Arts (BA) degree in Finance. Her educational background supports her extensive expertise in wealth planning for high net worth clients, which she has developed over more than two decades.
Background
Irene Ip has a strong background in wealth management, with a focus on advising high net worth clients. Her extensive experience includes working with family offices to develop investment strategies. Operating from Hong Kong, she has established herself as a knowledgeable resource for clients seeking comprehensive financial advice.
Client Advisory Services
In her role at UBS Wealth Management, Irene Ip advises clients on various aspects of financial planning, including corporate solutions and philanthropy services. Her approach is centered on providing personalized financial strategies that meet the unique needs of her clients, reflecting her commitment to delivering high-quality advisory services.