Back to companies

Morgan Stanley Wealth Management: Overview

Morgan Stanley Wealth Management (Morgan Stanley WM) is an arm of Morgan Stanley, which offers access to a diverse range of wealth management products and services. It primarily offers investment banking and Capital markets services; brokerage services; wealth and financial planning services; workplace services; stock plan administration; insurance and annuity products; securities-based lending, residential real estate loans and other lending solutions; and banking and retirement plan services. It serves affluent families, individual investors, and small to medium-sized businesses, and institutions through branch offices, online portals, and relationship managers. Morgan Stanley WM is headquartered in New York City, New York, the US.

Headquarters United States of America

Address 1585 Broadway, New York City, 10036


Telephone 1 (888) 454 3965

Industry Financial Services

Revenue (2021) $19.0B

Access premium data and analytics for Morgan Stanley Wealth Management

30+

Install Base

Install Base provides a holistic and a granular view of the IT product/service deployments from leading vendors. Explore IT infrastructure categories, solution and product/service areas deployed by a prospect.

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on Morgan Stanley Wealth Management’s likely spend across technology areas enabling you to understand the digital strategy.

Subscribe to Company Analytics & gain access to premium industry data & analytics Subscribe to Company Analytics & gain access to premium industry data & analytics Start Here

Products and Services

Products Services
Wealth Management: Wealth Analytics & Solutions
Life and Disability Insurance Manager Selection & Portfolio Construction
Trust Services
XXX
XXX
XXX
Subscribe to Company Analytics for access to more products & services data Subscribe to Company Analytics for access to more products & services data Learn More

History

History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.

Year Event Description
2022 Contracts/Agreements In February, the company entered into an agreement to acquire Cook Street Consulting.
2021 Divestiture In October, the investment funds managed by Morgan Stanley Capital Partners announced the sale of PPC Flexible Packaging to GTCR.
2021 Acquisitions/Mergers/Takeovers In August, the company agreed to acquire Hyas Group, an investment consulting firm.
Dive into past operations, including product releases, deals, acquisitions & more Dive into past operations, including product releases, deals, acquisitions & more Get Started
Image for loader

Competitor Comparison

Key Parameters Morgan Stanley Wealth Management Bank of America Wealth Management UBS Wealth Management BNY Mellon Wealth Management Goldman Sachs Private Wealth Management
Headquarters United States of America United States of America Switzerland United States of America United States of America
City New York City Charlotte Zurich New York New York
State/Province New York North Carolina Zurich New York New York
No. of Employees - - 9,329 - -
Entity Type Private Private Private Private Private
Benchmark the company against the market with exclusive information on key competitors Benchmark the company against the market with exclusive information on key competitors Find out more
Executives
Name Position Board Since Age
Andrew M. Saperstein Head - Wealth Management; Co-President Senior Management 2006 55
Robert H. Herz Director Non Executive Board 2012 -
Alistair Darling Director Non Executive Board 2016 -
Erika H. James Director Non Executive Board 2022 -
James P. Gorman Chief Executive Officer; Chairman Executive Board 2012 63
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
Non Dignissim Eros Proin vel Convallis 2022 XX
Gain more insight into company management & employee structure with Company Analytics Gain more insight into company management & employee structure with Company Analytics Subscribe
Still looking?

Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.

Explorer

Access more premium companies when you subscribe to Explorer

Get in touch about GlobalData Company Analytics

Contact the team or request a demo to find out how our data can drive your business forward

Why are you leaving?