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Competitor Profile: Morgan Stanley Wealth Management

This competitor profile provides a comprehensive analysis of Morgan Stanley’s wealth management operations. It offers insights into the company’s strategy and financial performance, including key data on assets under management (AUM). Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Morgan Stanley is a global financial institution that offers products and services to individuals, corporations, governments, and other financial companies. Headquartered in New York, it provides wealth management services through its Morgan Stanley Wealth Management (MSWM) division, which is focused mostly (but not exclusively) in the US.


– Morgan Stanley plans to launch a full-service wealth management unit named Morgan Stanley Wealth Management Canada in 2021.

– Despite the impact of the COVID-19 pandemic, Morgan Stanley Group’s operating revenues registered a strong increase of 16.4% in 2020. In addition, wealth division revenues increased by 7.4%.

– Morgan Stanley’s acquisition of Eaton Vance in March 2021 will significantly expand its client base and enhance its product and service offering.

Reasons to Buy

– Examine the financial performance, key ratios, and AUM growth of MSWM and benchmark this competitor against other global wealth managers.

– Understand Morgan Stanley’s current strategic objectives and their impact on its financial performance.

– Discover Morgan Stanley’s key products and client targeting strategies and examine whether these have been successful.

– Learn more about Morgan Stanley’s marketing strategy, social media presence, and digital innovations.

Key Players

Morgan Stanley

Morgan Stanley Investment Management

CastleOak Securities



Morgan Stanley Wealth Management

Table of Contents

Table of Contents

Executive Summary


Financial Performance

Customers and Products

Marketing and Advertising



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