Morgan Stanley Wealth Management

A Culture of Investment Excellence

Armed with a deep understanding of your distinctive needs, a Morgan Stanley Financial Advisor can plan and execute strategies, drawing from the products and services of an internationally admired financial services firm. Morgan Stanley can help you meet your objectives today, tomorrow, and for generations to come.

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 Services and Solutions

A Glimpse into the Global Investment Committee ("GIC")

Mike Wilson, chairman of the GIC, provides an overview of the GIC and discusses how clients can gain access to a suite of strategy, thought leadership and commentary through their Financial Advisors.

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Morgan Stanley Wealth Management reaches
$2 trillion AUM milestone

July 2014 marks this milestone in Morgan Stanley history. Two trillion dollars of clients' assets are now entrusted to our Wealth Management division.

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Alternative Investments at Morgan Stanley

Alternative Investments at Morgan Stanley may provide an opportunity for you to diversify your portfolio through an extensive range of products.

Learn more about Morgan Stanley's
Alternative Investments Capabilities

Morgan Stanley's "An Outcomes-Oriented
Approach to Alternatives"
White Paper

1 Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

2 Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.

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