UBS has poached an expert in wealth planning from the multi-family office of Deutsche Bank for its own business in Europe’s largest economy.
Lisa-Marie Woehrle is the new head of wealth planning at UBS Germany, according to «Private Banking Magazin». She takes over from Matthias Fischer, who had taken care of the duties ad-interim and in addition to his other tasks.
Woehrle joins Switzerland’s largest bank coming from Deutsche Oppenheim Family Office, where she was responsible for inheritance matters and foundations. At Deutsche Oppenheim, she also had advised the wealthiest of the German giant’s clients – who may be of great interest to UBS.
