Morgan Stanley

Delivering Global Private Banking Excellence in Asia

At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”

 

Morgan Stanley Private Wealth Management Asia (“PWM Asia”) is a leading, global institution with an award-winning integrated platform. We provide customized and differentiated investment, risk management, financing and wealth planning solutions to ultra high net worth (UHNW) individuals, families, entrepreneurs and corporate institutions in Asia.

 

Leveraging the firm’s global institutional securities and wealth management footprint, and its renowned investment banking, capital markets and investment management capabilities, we build holistic relationships with clients and provide them with sophisticated advice, services and products. We operate our business principally through Morgan Stanley Bank Asia Limited (“MSBAL”), based in Hong Kong and Singapore, and Morgan Stanley & Co. International plc (“MSIP”), based in London.

The Integrated Platform

  1. Institutional Content and Access

    Exclusive access to our institutional platform, content and services for UHNW private wealth clients access and services that we offer to some of the largest and most sophisticated institutional investors in the world.

  2. Investment Enterprise

    Excellent investment guidance, leveraging Morgan Stanley’s intellectual capital, world-class research, and superior capital markets footprint.

  3. Scale and Resources

    Ability to harness the scale and resources of PWM Asia, one of the biggest wealth managers in Asia, as well as the wider Morgan Stanley global franchise including the United States, United Kingdom and Japan.

  4. Talent and Experience

    Our Investment Representatives are some of the most experienced wealth management professionals in the industry backed by a trusted institution with over 40 years of experience serving wealth clients globally.

  5. Risk Management Expertise

    Holistic thinking about risk management with customized institutional solutions for personal, family or business needs.

Why Morgan Stanley?

Reputation

A highly respected institution among clients, advisors and fellow market participants. Founded in 1935, Morgan Stanley has delivered “first-class business in a first-class way” and operates with the strictest adherence to global and local regulatory standards.

Financial Strength

A solid balance sheet, strong credit rating and a robust Tier 1 capital ratio. Standard & Poor’s has a long-term rating of A- for Morgan Stanley, and A+ for MSIP.

Research

Morgan Stanley Research forms the foundation of the firm’s institutional and wealth management advisory offerings. Research helps clients manage alpha and other risks.*

  • 3,680+ Stocks Covered Worldwide
  • 550+ Equity Analysts
  • 86% MSCI World LC Index Covered
  • 75+ Fixed Income Strategists
  • 35+ Economists
  • 35+ Quant and Data Strategists
  • 25+ Strategists

 

* Morgan Stanley Research does not form part of PWM Asia/MSBAL. Access to research materials provided by Morgan Stanley Research will be subject to separate terms and conditions.

 

Five Product Categories Offerings

  • Blue papers Thematic reports frame the investment implications of systemic industry shifts or the evolution of major macro themes over longtime horizons.
  • Insights break new ground on key investment themes and debates, offering proprietary in-depth analysis on topics ranging from single stocks to macroeconomics.
  • Ideas showcase our analysts’ higher-conviction calls with forward-looking stock, industry, asset class, and macro analysis.
  • Updates analyze news, events and data points that are relevant to investment decisions.
  • Foundations distill in-depth knowledge of company, industry, asset class and macro fundamentals.

 

Asia Accolades

Asia’s No. 1 Private Banking Integrated Platform

For the sixth consecutive year, Morgan Stanley Private Wealth Management Asia has been named the Best Private Bank – Integrated Platform by Asian Private Banker. The award is testament to our “one firm” proposition, delivering global investment, risk management and wealth solutions to Ultra High Net Worth asset owners in Asia. The Firm also won, Best Private Bank – Greater China, Best Private Bank – Hong Kong Ultra High Net Worth and Best Private Bank – Equity Advisory. The Firm was also Highly Commended in the Fund Advisory category.

 

No. 1 Asia G3 Bonds in 2024

For the ninth consecutive year, Morgan Stanley Private Wealth Management Asia was named No.1 Private Bank in The Asset’s Top Investment Houses in Asian G3 Bonds for 2024.

 

No. 1 Asia Research Team

For 10 consecutive years, Morgan Stanley ranked No. 1 in Institutional Investors’ All-Asia Research Team survey, setting a record for the industry.

 

Asia’s Best Investment Bank

Morgan Stanley was ranked Asia’s Best Investment Bank for the fifth time in Euromoney’s Awards for Excellence 2023. In addition, Morgan Stanley was ranked World’s Best Bank for Advisory, World’s Best Bank for Financial Institutions, and U.S. Best Investment Bank.

 

Access to Renowned Morgan Stanley Investment Events

  • Asia Wealth Summit
  • Asia Pacific Summit
  • Japan Summit
  • India Summit
  • China TMT Conference
  • Wealth Leaders of Tomorrow Program (WeTOP)
  • China BEST Conference

 

 

Get in touch via pwmasiaenquiries@morganstanley.com

Disclaimer

The content of this material has not been reviewed by any regulatory authorities including the Hong Kong Securities and Futures Commission. This material has not been reviewed by the Monetary Authority of Singapore. Morgan Stanley Bank Asia Limited, Singapore Branch is only permitted to market products to the following persons: (1) persons who are an “accredited investor”/“institutional investor” (each as defined in the Singapore Securities and Futures Acts 2001); and (2) persons who are not an “accredited investor” but have opted in as an “accredited investor” by virtue of holding a joint account with one or more person(s) who is an “accredited investor” and only in such person’s capacity as a holder of that joint account and not otherwise. 

The information provided herein has been prepared solely for informational purposes and is not an offer to buy or sell the securities or instruments mentioned or to participate in any particular trading strategy. This material may contain information that is based upon information generally available to the public and reasonably believed to be reliable (“Public Information”). No representation is given with respect to the accuracy or completeness of the Public Information, and it may change without notice. Morgan Stanley and others associated with it may make markets or specialize in, have entered or may in the future enter into principal positions (long or short) in, and effect transactions in, securities of companies or trading strategies mentioned or described herein and may also perform or seek to perform investment banking, brokerage or other services for those companies and may enter into transactions with them.

We remind investors that equity investments are subject to market risk and will fluctuate in value. Any investments discussed in this material may be unsuitable for investors depending upon their specific investment objectives and financial positions. Where an investment is denominated in a currency other than the investor’s base currency, changes in rates of exchange may have an adverse effect on the value, price of, or income derived from the investment. Past performance is not indicative of future returns. No representation or warranty is made that any returns indicated will be achieved. To the extent that there are details of investment returns, certain assumptions may have been made. Changes to the assumptions may have a material impact on any returns detailed. Potential investors should be aware that certain legal, accounting and tax restrictions, margin requirements, commissions and other transaction costs and changes to the assumptions set forth herein may significantly affect the economic consequences of the transactions discussed herein. The information contained herein is not intended as tax, legal or accounting advice. 

This material or any portion hereof, may not be reprinted, resold or redistributed without the prior written consent of Morgan Stanley.

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