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www.morganstanley.com
Morgan Stanley is a leading global financial services firm serving individuals, institutions and governments with capital-raising, investment management and advisory capabilities.
Morgan Stanley is a leading global financial services firm that serves people, institutions and governments with advisory, capital solutions and investment management across markets. Guided by five core values—Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back—the firm emphasizes client-focused service, innovation and responsible investing. It helps clients raise, manage and distribute capital to achieve their goals, supported by capabilities across wealth management, investment banking and capital markets, research, and investment management. With a global footprint and a client-centric approach, the organization serves individuals, corporations, financial institutions and public-sector clients, delivering insights, guidance and integrated solutions across public and private markets. The firm also emphasizes inclusive economic opportunity and long-term value creation for a wide range of stakeholders.
Mission statement
Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals.
Products & Services
Wealth Management Service
Build, preserve, and manage your wealth effectively with Morgan Stanley.
www.morganstanley.com/what-we-do/wealth-management- ✓ Comprehensive Wealth Planning — Achieve Long-Term Goals
- ✓ Personalized Advisory Services — Receive Expert Guidance
- ✓ Investment Management — Maximize Investment Returns
- ✓ Retirement Solutions — Secure Financial Future
- ✓ Risk Management Strategies — Protect Your Assets
Investment Banking & Capital Markets Service
Providing expert advisory and capital-raising services globally.
www.morganstanley.com/what-we-do/investment-banking- ✓ Market Analysis Expertise — Guide Informed Decisions
- ✓ Advisory Services — Achieve Strategic Goals
- ✓ Capital Raising Services — Facilitate Growth
- ✓ Global Reach — Access Global Markets
- ✓ Integrated Solutions — Streamline Financial Strategies
Sales & Trading Service
Accelerate capital deployment and optimize trading strategies with expert market-making services.
www.morganstanley.com/what-we-do/sales-and-trading- ✓ Market-Making Services — Enhance Trading Liquidity
- ✓ Innovative Trading Strategies — Leverage Advanced Strategies
- ✓ Global Trading Network — Connect to Global Markets
- ✓ Expert Guidance — Receive Tailored Recommendations
Research Service
Provides integrated analysis for critical financial decisions.
www.morganstanley.com/what-we-do/research- ✓ Timely Analysis — Stay Informed With Real-Time Insights
- ✓ Market and Economic Analysis — Navigate Through Economic Changes
- ✓ Integrated Analysis — Uncover Hidden Opportunities
- ✓ Company and Sector Coverage — Comprehensive Sector Insights
Investment Management Service
Active strategies across public and private markets.
www.morganstanley.com/what-we-do/investment-management- ✓ Active Investment Strategies — Deliver Tailored Investment Strategies
- ✓ Custom Solutions — Create Personalized Investment Solutions
- ✓ Institutional Investor Focus — Serve Institutional Investors
- ✓ Global Market Access — Provide Global Market Access
- ✓ Individual Investor Support — Support Individual Investors
Morgan Stanley at Work Service
Empower employees with financial solutions tailored to their needs.
www.morganstanley.com/atwork- ✓ Comprehensive Financial Solutions — Delivers Tailored Financial Services
- ✓ Personalized Financial Advice — Provides Expert Guidance
- ✓ Modern Technology Integration — Enhances User Experience
- ✓ Diversity and Inclusion Focus — Promotes Inclusive Financial Practices
Sustainable Investing Service
Empower clients to invest responsibly and sustainably.
www.morganstanley.com/about-us/sustainability-at-morgan-stanley- ✓ Scalable Investment Products — Unlock Sustainable Growth
- ✓ Innovative Solutions — Foster Innovation
- ✓ Actionable Insights — Make Informed Decisions
Inclusive & Sustainable Ventures Service
Broaden access to capital for diverse entrepreneurs.
www.morganstanley.com/about-us/inclusive-sustainable-ventures- ✓ Access to Capital — Increase Funding Opportunities
- ✓ Startup Lab — Accelerate Innovation
- ✓ Research Capabilities — Gain Market Insights
- ✓ Spotlighting Success — Celebrate Entrepreneurial Achievements
Retirement Solutions Service
Comprehensive retirement solutions to help clients manage and secure their financial future.
www.morganstanley.com/atwork/retirement- ✓ Defined Contribution Consulting — Optimizes Employee Benefits
- ✓ Fiduciary Investment Oversight — Protects Client Interests
- ✓ Small Business Retirement Plans — Tailors Solutions for Small Enterprises
Deferred Compensation and Financial Wellness Service
Provide tailored deferred compensation plans that enhance employee financial wellness.
www.morganstanley.com/atwork/deferred-compensation-plans- ✓ Wealth Management Services — Enhance Wealth Strategies
- ✓ Recordkeeping and Plan Design — Manage Plans Efficiently
- ✓ Financial Guidance — Offers Personalized Advice
- ✓ Portfolio Construction — Build Diversified Portfolios
- ✓ Education — Enhances Financial Literacy
- ✓ Perks — Provides Financial Perks
E*TRADE from Morgan Stanley Product
Empowers investors with tools, resources, and a user-friendly platform for trading and investing.
us.etrade.com/what-we-offer- ✓ Commission-Free Trading — Start Trading Without Commissions
- ✓ User-Friendly Platform — Trade Anytime, Anywhere
- ✓ Robust Educational Resources — Learn and Grow Your Investment Skills
- ✓ Comprehensive Market Research — Make Informed Investing Decisions
- ✓ Personalized Investment Guidance — Receive Customized Investment Advice
Market Segments
Wealth management
Personalized financial planning, advisory and portfolio management services for high-net-worth and mass-affluent individuals, including integrated advice, retirement planning and risk management.
Retail brokerage
Online trading and brokerage services for individual investors offering commission-free execution, educational resources, market research and mobile trading platforms.
Investment banking and capital markets
Advisory, capital raising, underwriting and market access services for corporations, institutions and governments, supported by market-making and sales and trading capabilities.
Investment management
Active and customized asset management across public and private markets for institutional and individual investors, including scalable and sustainable investment strategies.
Retirement services
Defined contribution and fiduciary retirement plan design, recordkeeping and oversight, plus workplace financial wellness and small business retirement plan offerings.
Ideal Customer Profiles
Corporations, institutions and governments seeking advisory, capital raising, and market insights.
Optimize capital structure, align investments with corporate strategy
Maintain investor confidence, optimize cost of capital
Optimize liquidity, reduce financing costs
Wealthy individuals seeking sophisticated investment management, retirement planning, and personalized advisory.
Grow and preserve wealth, secure retirement, leave a legacy
Preserve family wealth, ensure smooth wealth transfer
Deliver value, retain clients
Employers seeking to offer employee financial well-being and retirement benefits.
Offer competitive benefits, improve retention
Attract and retain talent, foster inclusive culture
Ensure cost-effective benefits and accurate reporting
Institutions and individuals seeking sustainable investment strategies and insights.
Deliver sustainable returns, meet client ESG goals
Achieve sustainable alpha
Provide accurate ESG assessments
Related Organizations
Common Questions
- What does Morgan Stanley do?
- Morgan Stanley is a leading global financial services firm that serves people, institutions and governments with advisory, capital solutions and investment management across markets. Guided by five core values—Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back—the firm emphasizes client-focused service, innovation and responsible investing. It helps clients raise, manage and distribute capital to achieve their goals, supported by capabilities across wealth management, investment banking and capital markets, research, and investment management. With a global footprint and a client-centric approach, the organization serves individuals, corporations, financial institutions and public-sector clients, delivering insights, guidance and integrated solutions across public and private markets. The firm also emphasizes inclusive economic opportunity and long-term value creation for a wide range of stakeholders.
- What problems does Morgan Stanley solve for Corporate And Institutional Capital Markets Clients?
- Siloed advisory, capital-raising, and research functions; need integrated, cross-border solutions and robust regulatory compliance.
- What problems does Morgan Stanley solve for High Net Worth Individuals?
- Complex investment options, tax optimization, time constraints, legacy planning
- What is Morgan Stanley's role in the Wealth management market?
- Personalized financial planning, advisory and portfolio management services for high-net-worth and mass-affluent individuals, including integrated advice, retirement planning and risk management.
- What is Morgan Stanley's role in the Retail brokerage market?
- Online trading and brokerage services for individual investors offering commission-free execution, educational resources, market research and mobile trading platforms.
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