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Former UBS Manager In Australia Joins US Firm - Report
Tom Burroughes
9 June 2016
, part of US banking group Morgan Stanley, has appointed a former UBS director of wealth planning in Australia, Lisa Houlford, the US firm confirmed to this news service. Houlford starts at the US firm as head of financial planning on 20 June. She chose to leave soon-to-be UBS Wealth Management spin-off, Crestone. Houlford joined UBS in 2010. Her exit comes just as Crestone is due to start business, set for 10 June, when the acquisition of UBS Wealth by its employees takes effect.