Morgan Stanley Wealth Management - Company Profile
Powered by 
All the data and insights you need on Morgan Stanley Wealth Management in one report.
$295
- Save hours of research time and resources with
our up-to-date Morgan Stanley Wealth Management Strategy Report
- Understand Morgan Stanley Wealth Management position in the market,
performance and strategic initiatives.
- Gain competitive edge and increase your
chances of success
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
1 212 7614000
Industry
Financial Services
Revenue (2022)
$24.4B
Morgan Stanley Wealth Management premium industry data and analytics
Products and Services
| Products | Services |
|---|---|
| Wealth Management: | Wealth Analytics & Solutions |
| Life Insurance | Manager Selection & Portfolio Construction |
| Disability Insurance | Personalized Estate & Financial Planning |
| XYZ | |
| XYZ | |
| XYZ |
Competitor Comparison
| Key Parameters | Morgan Stanley Wealth Management | Bank of America Wealth Management | UBS Wealth Management | Goldman Sachs Private Wealth Management | BNY Mellon 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 | - | - | 9,215 | 7,422 | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Andrew M. Saperstein | Co-President; Head - Wealth Management | Senior Management | 2006 | 56 |
| Sharon Yeshaya | Chief Financial Officer-Morgan Stanley, Executive Vice President-Morgan Stanley | Senior Management | 2021 | 43 |
| James P. Gorman | Chairman-Morgan Stanley, Chief Executive Officer- Morgan Stanley | Senior Management | 2012 | 64 |
| Keishi Hotsuki | Chief Risk Officer-Morgan Stanley | Senior Management | 2011 | 60 |
| Jed Finn | Chief Operating Officer; Head - Corporate and Institutional Solutions | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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 reports
Contact the team or request a demo to find out how our data can drive your business forward