Stephanie Hu
About Stephanie Hu
Stephanie Hu serves as the Executive Director at UBS Wealth Management, where she specializes in advising Ultra High Net Worth clients in the Greater China region. With over 18 years of experience in wealth management, she has a background that includes roles at Cartier and Citigroup.
Current Role at UBS
Stephanie Hu serves as an Executive Director at UBS Wealth Management, a position she has held since 2005. In this role, she provides specialized financial advice to clients domiciled in Hong Kong, focusing on the Ultra High Net Worth Segment. Her expertise includes advising clients with assets exceeding USD 50 million, particularly within the Greater China region. With nearly two decades of experience at UBS, she has developed a deep understanding of the wealth management landscape and client needs.
Previous Experience at Citigroup
Prior to her current role, Stephanie Hu worked at Citigroup as an Assistant Vice President from 2000 to 2005. During her five years at Citigroup, she gained valuable experience in financial services and client management, which contributed to her expertise in wealth management. This role helped her build a foundation for her later work in advising high-net-worth individuals.
Early Career at Cartier
Stephanie Hu began her career as a Marketing Assistant at Cartier in 1999, where she worked for ten months. This early experience in the luxury goods sector provided her with insights into branding and client engagement, which she later applied in her wealth management career.
Education and Expertise
Stephanie Hu studied at the University of Michigan - Stephen M. Ross School of Business, where she earned a Bachelor of Business Administration with a focus on Finance and Marketing from 1994 to 1998. Her academic background supports her extensive experience in wealth management, particularly in advising high-net-worth clients. Additionally, she attended Maryknoll Convent School, which contributed to her foundational education.
Wealth Management Experience
With over 18 years of experience in wealth management, Stephanie Hu specializes in serving high-net-worth individuals in Hong Kong. Her focus on the Ultra High Net Worth Segment allows her to provide tailored financial advice and strategies to clients with significant assets. Her extensive experience in the Greater China region positions her as a knowledgeable advisor in this competitive market.