Morgan Stanley Hires from UBS

Morgan Stanley

Morgan Stanley

The former head of wealth planning for UBS is said to be joining rival Morgan Stanley later this month in a similar role

Lisa Houlford 160Lisa Houlford (pictured left) is expected to take up the new role at Morgan Stanley as head of financial planning on June 20. Australian publication «AFR» (paywall) reported that Houlford had left the UBS buy-out operation Crestone. After several delays and setbacks and staffing apprehension, Crestone itself is expected to be going live within this month.

Sydney based Houlford had been with UBS since November 2010.

Compare my salary

Compare my salary

Feeling Underpaid? Benchmark your salary by job title, company and location. Find out where you stand in minutes.

compare my salary


Newsletter-SymbolFree Subscription

Subscribe to our free newsletter and receive daily email alerts from the finews editorial team with a list of the top featured articles.

Share with us

Do you have any market intelligence to share with – email us on – All communication is completely confidential and strictly anonymous.