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By Chris Bale
In AllianceBernstein, true partners, ubs
Posted 5th February 2019

Lindsey Serrate appointed Global Tax Director at AllianceBernstein

AllianceBernstein has announced that Lindsey Serrate has joined as Global Tax Director. In this role, Serrate will oversee all tax accounting, compliance and planning activities for the firm, [...]

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By Chris Bale
In Cravath Swain Moore, credit suisse, merrill lynch, ubs
Posted 3rd March 2015

Leaked Memo: Tax Lawyer Lewis Steinberg appointed Head of Structured Solutions at Merrill Lynch

The New York Times reported today that Lewis Steinberg is joining Merrill Lynch in May. According to an internal memo (see here) which has been verified, he will join Merrills as Head of [...]

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By Chris Bale
In KPMG, pinsent masons, ubs
Posted 14th March 2013

Darren Mellor-Clark is new Head of Indirect Tax at Pinsent Masons

Darren, who joins as a (non lawyer) Partner and will be appointed as Head of Indirect Tax Advisory, is one of the UK’s leading indirect tax practitioners operating within the Financial [...]

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By Chris Bale
In Coutts, ubs
Posted 2nd July 2012

Coutts hires again from UBS – Armando Rosselli joins as Head of Tax & Wealth Structuring International

Coutts has announced the appointment of Armando Rosselli as Executive Director, Head of Tax & Wealth Structuring (TWS) International, effective 2 July 2012. Mr Rosselli will be London-based [...]

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By Chris Bale
In ubs, wealth managers, Wealth Planning
Posted 14th August 2010

UBS appoints Jakob Stott as Head Wealth Management Europe

UBS AG has announced that Jakob Stott has been named its Head UBS Wealth Management Europe. Jakob Stott, 55, assumes overall responsibility for UBS’s onshore wealth management business in [...]

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By Chris Bale
In ubs
Posted 14th January 2010

Switzerland appoints diplomat as new Secretary of State for Tax

[private]Switzerland has appointed Mr Ambuehl as the new state secretary for tax issues. Mt Ambuehl was in charge of negotiating a solution for UBS regarding the acrimonious tax row with the US. [...]

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By Chris Bale
In Cravath Swain Moore, Tax Partner Moves, ubs
Posted 8th October 2009

Former Cravath Tax Partner joins UBS

[private]UBS has announced that Lewis R. Steinberg has joined the firm as a Managing Director and Head of the Global Strategic Solutions Group within the Investment Banking Division. Mr. [...]

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By Chris Bale
In Babcock & Brown, KPMG, Nabarro, ubs
Posted 9th May 2009

KPMG UK hires three senior tax professionals from UBS, Babcock & Brown and Nabarros

[private]KPMG’s UK tax practice has made three strategic senior appointments to growth areas of its business. Angus Wilson joins as a tax partner in the Infrastructure Tax Group from Babcock and [...]

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By Chris Bale
In Head of Tax, Linklaters, ubs
Posted 7th April 2009

Lewis R. Steinberg to lead Linklaters’ US tax practice

[private]Linklaters has announced that Lewis R. Steinberg, one of the leading US tax lawyers, will join the firm’s New York office as Co-Head of the US Practice and Head of the US Tax Practice. [...]

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By Chris Bale
In trust, ubs
Posted 24th January 2007

UBS Wealth Management US Names Michael Roberts Head of Trust Services

UBS has announced that Michael Roberts has been appointed Managing Director and Head of UBS Trust Services, which comprises both personal and corporate trust businesses. Kevin Ruth, Head of [...]

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