Lasting relationships

Understanding what matters most to you

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel T. Shiu Profile Photo

    Daniel T. Shiu, CFP, ChFC, CRPS

    Senior Vice President–Wealth Management

    Market Director

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    • AK
    • AZ
    • CA
    • DC
    • DE
    • FL
    • HI
    • IL
    • LA
    • MD
    • MN
    • MO
    • NV
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WA
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • CERTIFIED FINANCIAL PLANNER™
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist℠
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813

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    UBS and Credit Suisse—stronger than ever

    Managing wealth is our craft

    We’re committed to understanding what wealth means for you.

    At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

    Backed by the strength of UBS

    A global leader in wealth management

    $5+ trillion

    In invested assets globally 
    As of 11/07/2023

    51 countries

    Our global footprint

    Global leader

    UBS is a world-leading wealth manager

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