+353-1-416-8900REST OF WORLD
+44-20-3973-8888REST OF WORLD
1-917-300-0470EAST COAST U.S
1-800-526-8630U.S. (TOLL FREE)

Morgan Stanley Wealth Management - Competitor Profile

  • PDF Icon

    Company Profile

  • 36 Pages
  • November 2022
  • GlobalData
  • Morgan Stanley
  • ID: 5180008
1h Free Analyst Time
1h Free Analyst Time

Speak directly to the analyst to clarify any post sales queries you may have.

This report provides a comprehensive analysis of Morgan Stanley Wealth Management's operations. It offers insight into the company's strategy, financial performance, customer targeting, service propositions, and product innovations.

Headquartered in New York, Morgan Stanley is a global financial organization that provides wealth management services through its Morgan Stanley Wealth Management division, which is focused mostly (but not exclusively) in the US.


  • Morgan Stanley Wealth Management serves a wide range of clients, including individual investors, foundations, family offices, institutions, and government entities
  • In spite of the COVID-19 crisis, Morgan Stanley Wealth Management's operating revenues registered a strong increase of 27% in 2021 as the bank benefitted from an increase in fee-based asset inflows from current and new clients
  • In 2021, Morgan Stanley launched two quantitative manager scoring tools-DEI Signal and Impact Signal-as part of its efforts to become more inclusive and environmental, social, and governance-focused
  • Morgan Stanley's 2022 acquisition of retirement consulting companies Hyas Group and Cook Street significantly strengthens its offering in the retirement platform space

Reasons to Buy

  • Examine the financial performance, key ratios, and AUM growth of Morgan Stanley and its Wealth Management division and benchmark this competitor against other global wealth managers
  • Understand Morgan Stanley Wealth Management's current strategic objectives and their impact on its financial performance
  • Discover Morgan Stanley Wealth Management's key products and client targeting strategies and examine whether these have been successful
  • Learn more about Morgan Stanley Wealth Management's marketing strategy, social media presence, and digital innovations

Table of Contents

  • Executive Summary
  • Strategy
  • Financial Performance
  • Customers and Products
  • Brand-Building Activities
  • Appendix

Companies Mentioned

A selection of companies mentioned in this report includes:

  • Morgan Stanley
  • Morgan Stanley Wealth Management
  • American Financial Systems
  • Cook Street Consulting
  • Hyas Group
  • Eaton Vance
  • Calvert Research and Management
  • Parametric
  • Microsoft
  • Amazon Web Services
  • Google
  • IBM
  • EDM Council
  • HUB International
  • Marsh Private Client Services
  • Willis Towers Watson
  • Feeding America
  • USA Baseball