Yufei Hu

Yufei Hu Email and Phone Number

Wealth Strategy Associate at UBS @ UBS
zurich, zurich, switzerland
Yufei Hu's Location
San Francisco, California, United States, United States
Yufei Hu's Contact Details

Yufei Hu work email

Yufei Hu personal email

n/a
About Yufei Hu

Yufei Hu is a Wealth Strategy Associate at UBS at UBS.

Yufei Hu's Current Company Details
UBS

Ubs

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Wealth Strategy Associate at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Yufei Hu Work Experience Details
  • Ubs
    Wealth Strategy Associate
    Ubs Nov 2022 - Present
    San Francisco, California, United States
    Assist Financial Advisor with client/prospect meetings and provide support for client relationship building and business development activities.Develop customized asset allocation strategies and investment solutions for clients.Analyze and interpret portfolio performance review, and make recommendations to Financial Advisor for potential change.
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  • Lanhai Holdings (Group) Co., Ltd.
    Investment Associate
    Lanhai Holdings (Group) Co., Ltd. Apr 2017 - Aug 2017
    Shanghai, China
    Focused on private equity investment in the healthcare sector.Held conference calls with investment banks to get a primitive idea of the potential investment opportunity.Led a team of analysts to do business due diligence, including analyzing the sector, the competitors, the fundamentals and financials.Prepared and presented investment proposals.
  • Fosun Capital
    Investment Analyst
    Fosun Capital Sep 2015 - Apr 2017
    Shanghai, China
    Focused on private equity and fixed income investment in consumer, healthcare and TMT sector.Effectively completed three fixed income investments to the final stage of the investment decision meeting, which are in consumer and TMT sector.Advanced one private equity investment opportunity to the second round of the investment decision meeting, which is in consumer sector.
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  • Bank Of New York Mellon Western Fund Management Company
    Business Development Intern
    Bank Of New York Mellon Western Fund Management Company Jun 2012 - Jul 2012
    Shanghai
    Business Development Department
  • Bank Of New York Mellon Western Fund Management Company
    Financial Engineering Intern
    Bank Of New York Mellon Western Fund Management Company Jun 2011 - Aug 2011
    Shanghai
    Investment and Research Department

Yufei Hu Education Details

Frequently Asked Questions about Yufei Hu

What company does Yufei Hu work for?

Yufei Hu works for Ubs

What is Yufei Hu's role at the current company?

Yufei Hu's current role is Wealth Strategy Associate at UBS.

What is Yufei Hu's email address?

Yufei Hu's email address is yh****@****isc.edu

What schools did Yufei Hu attend?

Yufei Hu attended Cornell University, Wisconsin School Of Business, Shanghai Foreign Language School Affiliated To Sisu.

Who are Yufei Hu's colleagues?

Yufei Hu's colleagues are Elisa Grass, Richard Curra, Edyta M., Joan Bonilla-Rosado Mba, Rolf Roesti, Arianna Galli, Brooke S..

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