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 (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.
