Overview and Business Focus
Morgan Stanley Wealth Management helps individuals, families, businesses and institutions build, preserve and manage capital for their financial objectives. It offers a suite of advisory, planning and investment services, combining its global financial expertise, digital tools and client-facing advice to deliver tailored solutions.
Key Services and Offerings
Clients may collaborate with a dedicated Financial Advisor for personalised, ongoing planning and portfolio management. Alternatively, Morgan Stanley provides more self-directed options (such as E*TRADE from Morgan Stanley) for individuals who prefer hands-on investing with access to tools and resources. It provides products and planning support across cash management, investments, retirement and estate strategies. Corporate and institutional clients receive fiduciary and employer-oriented solutions.
Research, Insights and Tools
Morgan Stanley supports its advisory operations via integrated research and market analysis. Its “Our Insights” portal covers themes such as personal finance, market trends, technology & disruption and sustainability. The firm’s Research division delivers timely analysis of companies, sectors, markets and economies to guide client decisions. Digital tools and online platforms also enable clients to monitor and manage their portfolios.
Structure, Values and Goals
Wealth Management is one of the core business lines within Morgan Stanley, alongside investment banking, sales & trading, and investment management. The firm is underpinned by five core values: doing what is right, putting clients first, leading with ideas, committing to diversity & inclusion, and giving back. Morgan Stanley emphasises global reach, cross-business collaboration and scale to support clients with complex needs.
Role in Sustainable Finance
Sustainability is embedded within Morgan Stanley’s wealth business. It offers scalable sustainable investment products, supports “inclusive & sustainable ventures”, and produces actionable research on sustainability topics. The firm’s approach to sustainability also influences its internal operations, governance, risk management and philanthropic endeavours.
