Morgan Stanley Wealth Management

What stands out about Morgan Stanley Wealth Management is its size - it leads the market with more than $6.5 trillion under direction. Starting back in 1935, the focus has always turned toward personal progress, guiding people, relatives, even organizations toward money targets. Customized approaches to money management shape how clients experience support, built over nearly a century.

Around the world, more than 16,000 financial advisors help about 18 million people manage their money - both here and abroad. In big cities like New York, London, Hong Kong, Singapore, and Tokyo, teams keep services running smoothly no matter where customers are located.

Our Services

From saving to growing assets, our support covers each part of your money journey. One place handles investing, making plans, handling cash needs, and offering loans. Everything connects so it's easier to reach your goals.

• Start by managing your portfolios in a way that fits your individual needs. Then open them up to worldwide market access.
• Comprehensive financial and retirement planning
• Estate planning and wealth transfer strategies
• Tax optimization and planning services
• Morgan Stanley runs a private bank that handles wealth for top clients
• Securities-based lending and mortgage solutions
• Access to different kinds of investments such as private equity and hedge funds
• Family office services for ultra-high-net-worth clients

Investment Philosophy

Starting from individual needs, our method mixes active choices with passive backing - shaped by personal aims and comfort with risk. Drawing on Morgan Stanley's strong analysis team work plus worldwide market understanding, we build wide-ranging investments involving various assets.

• Platform built open, connects to outside managers for access.
• ESG and impact investing options through MS Investing with Impact
• From private equity to real estate investing, options stretch across sectors like hedge funds and infrastructure - each path offering distinct direction
• Factors plus quant methods shape some investing paths
• Keep an eye on your portfolio as it unfolds, updates flowing continuously. Reports appear when needed, clear and up to date.

Digital experience

At Morgan Stanley, human touch meets modern tools. You can log in anytime, check updates, see what's happening in markets, then manage your finances without hurdles.

• Morgan Stanley Mobile app for on-the-go account management
• Morgan Stanley's online platform hosts detailed reporting tools. Comprehensive reports appear within its digital system.
• Start with Access Investing, offering robo-advisory tools that manage portfolios automatically.
• Video chats with your money advisor
• Digital onboarding tools connect users fast. E-signatures make agreements official without delay.

Ted Pick

Chairman and Chief Executive Officer

Since taking over as Morgan Stanley's top leader in January 2024, Ted Pick guides the company's long-term plans and oversees activities worldwide, covering every division equally.

Andy Saperstein

Co-President, Head of Wealth & Investment Management

One of Andy Saperstein's roles is sharing top leadership at Morgan Stanley, guiding both strategy and daily operations across every part of Wealth and Investment Management. Client holdings under his oversight exceed $6 trillion.

Jed Finn

Head of Wealth Management

Under Jed Finn, Morgan Stanley's wealth management operations run through his leadership, covering Financial Advisors, E*TRADE, and Morgan Stanley at Work - a network reaching more than 20 million client relationships.