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Morgan Stanley

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Morgan Stanley

Category
Investment Bank
HQ
United States of America

Morgan Stanley provides its family office and UHNWI clients with an exclusive boutique experience that leverages the Firm’s global financial resources and delivers bespoke, comprehensive solutions.  They advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence. Morgan Stanley provides a customized approach to help our clients make complicated decisions confidently; drawing on deep, specialized experience, we tailor individualized plans to address our clients’ complex, multigenerational financial goals and family mission.  In addition, they integrate investment management with Family Office Resources solutions which includes family governance and wealth education, philanthropy management, tax trust and estate advice, trust services, lifestyle advisory, and more.

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Company

Facts about the company

AuM

$715B (investment management division)

Founded
Employees
Clients

Facts about clients

Focus
  • Single-family offices
  • Multi-family offices
  • UHNW Individuals

Morgan Stanley's Values

DO THE RIGHT THING, PUT CLIENTS FIRST, LEAD WITH EXCEPTIONAL IDEAS, COMMIT TO DIVERSITY & INCLUSION, GIVE BACK

What matters to the next generation?

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Clear purpose

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Transparency

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Authentic sustainability

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Equality & diversity

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Agility

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Digital excellence

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