Aspire IntelligenceAspire Intelligence
  • Overview
  • Ask Aspire
  • Calendar
  • Net Worth
  • Portfolio
  • Private Markets
  • Capital Calls
  • Cash & Liquidity
  • Income
  • Liabilities
  • Risk Profile
  • Purchase Planner
  • Owned
  • Real Estate
  • Luxury Assets
  • Collections
  • Family
  • Family Office Map
  • Philanthropy
  • Documents
  • Reports
  • Workflows
  • Audit Log
  • Advisors
  • Staff
  • KYC Records
  • KYC Auto-Fill
  • Insurance
  • Communications
  • Legacy
  • Lifestyle Hub
  • Opportunities
  • Aviation & Marine
  • Residency
  • Memberships
  • Household Staff
  • Security
  • Learning
  • Travel
  • Hospitality
  • Services
  • Health Overview
  • Diagnostics
  • Protocols
  • Care Team

Ask Aspire

Opening your most recent conversation…
Overview

UBS Hong Kong

Private Bank · HK

Reporting in SGD.

Net Asset Value

S$710MS$*****

Accounts

8

Entities

2

Custody statements

1

Accounts

AccountEntityTypeCurrencyValue
HK Holdco USD custody555-100001.03DWhitford HK LtdCustodyUSDS$556MS$*****
Daniel Whitford EUR custody555-100001.04DDaniel WhitfordCustodyEUR
HK Holdco HKD operating555-100001.01DWhitford HK LtdCurrentHKD
Daniel Whitford CHF operating555-100001.02DDaniel WhitfordCurrentCHF
Daniel Whitford USD time deposit555-100001.06DDaniel WhitfordTime DepositUSD
HK Holdco HKD Lombard facility555-100001.08DWhitford HK LtdLombardHKD
HK Holdco HKD time deposit555-100001.05DWhitford HK LtdTime DepositHKD
HK Holdco USD Lombard facility555-100001.07DWhitford HK LtdLombardUSD

Recent Documents

FilenameTypeUploadedStatus
WhitfordHKLtd_KYC_RefreshPacket_2026.pdfLegal6 May 2026—
UBS_HK_PortfolioStatement_2026_Apr.pdfCustody Statement3 May 2026Reconciled
UBS_TradeConfirm_0700HK_Buy_2026-04-22.pdfTrade Confirm22 Apr 2026Reconciled
S$114MS$*****
S$30MS$*****
S$10MS$*****
S$0S$*****
S$0S$*****
S$0S$*****
S$0S$*****