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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?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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