Summary
Morgan
Stanley is a US-based financial services provider that operates three main
business segments. The company's wealth management segment, Morgan Stanley
Wealth Management (MSWM), is comprised of 15,000 financial advisors in four
regions around the world, offering various financial and advisory services,
wealth planning, insurance products, and retirement services. Led by Colm
Kelleher, MSWM continues to display strong performance both in revenues and
contribution to Morgan Stanley group revenues. Morgan Stanley targets HNW
clients and UHNW individuals with more than $20m in liquid assets through its
Private Wealth Management brand. The division also pursues niche audience
segments such as athletes and celebrities. MSWM has not been involved in MandA
activity since May 2014, when the company sold its Swiss private banking
operations to Safra Group. However, the company continues to grow its client base
through new products as well as digital platforms.
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Key Findings
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Morgan Stanley remains present in Europe, the Middle East, and Africa but has
significantly reduced its global footprint. In June 2016 Morgan Stanley opened
a third office in Miami to serve clients residing in Latin America, allowing
the company to meet the needs of clients with offshore wealth.
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As part of the company's strategic update, CEO James Gorman has presented the
next phase of Project Streamline 2016-2017, an initiative that focuses on
reducing expenditures across Morgan Stanley. The project aims to achieve this
through five main pillars, including structurally simplifying the organization
and outsourcing.
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In 2015 MSWM improved its cost/revenue ratio, reflective of the company's goal
of cutting costs and shifting focus towards its more stable wealth management
division.
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The company focuses on products that resonate with a range of client interests
and lifestyles, such as its Catholic Values investing tool kit and discounts
through its Reserved Living and Giving program.
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Morgan Stanley has a strong presence on social media platforms. Since mid-2014
Morgan Stanley advisors who have undergone an online training course and have
at least 15 followers are allowed to generate tweets for the company's official
account.
Synopsis
Verdict
Financials "Super League In-Depth Analysis: Morgan Stanley 2016" is a
comprehensive analysis of Morgan Stanley's wealth management operations. It
offers insight into the company's strategy, financial results, and marketing activities.
It also covers recent MandA activity, customer targeting, and product
innovation.
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