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
    • AL
    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WY
    • Barron's Top 1,200 Financial Advisors, 2025
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2024, 2025, 2026The 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.
    • UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
    • UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

      • CERTIFIED FINANCIAL PLANNER
      • Chartered Financial Consultant
      • Chartered Retirement Plans Specialist
      733 Bishop Street
      Suite 1600
      Honolulu, HI 96813
      daniel.shiu@ubs.com
      Daniel T. Shiu, CFP, ChFC, CRPS
      733 Bishop Street,Honolulu,HI,96813
    Three generations in apple orchard

    Turn possibilities into a plan

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    A leading global wealth manager

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    Clarity in a rapidly changing world

    We’re here to help guide you through uncertain times

    Recent global events have created volatility in the markets and uncertainty for many investors like you. With our experienced perspective we can deliver steady guidance to help you make sense of the changing markets.

    Let’s create a path together so you can move forward with confidence, no matter what comes next.

    A leader in wealth management

    Backed by the strength of our parent company, UBS AG

    $7 trn

    UBS Group invested assets
    As of 12/31/2025

    51 countries

    Our global footprint

    Global leader

    UBS is a leading and truly global wealth manager

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