Professionals, Executives and Entrepreneurs

Comprehensive Service Offering

Morgan Stanley Wealth Management provides a flexible, full-service offering — from investment advice and transaction implementation to the highly complex and specialised needs associated with structuring your own unique wealth plan.

- Investment advice covering a broad range of asset classes, from the simple to the sophisticated

- Investment implementation across major global investment markets

- Financial planning including holistic advice across superannuation, life insurance and estate planning

- Research and insights from our experienced and awarded research analysts and industry experts

Executive Financial Planning and Support for Time-Poor Professionals

As a successful senior executive or professional, your earning power has increased and your financial life has grown more complex. However, you may have delayed acting on your long-term financial goals due to the demands placed on your time. While family and career may be your primary focus today, our team can ensure you work towards your financial future.

Compliant Solutions

As a senior executive or partner, you may be restricted from certain types of trades. We offer solutions to ensure you stay compliant. Our discretionary portfolios allow Advisers to make investment decisions on your behalf based on a sophisticated framework you help to design.

Extended Capabilities for Entrepreneurs

Running your own business is challenging — even once you achieve success. Morgan Stanley helps successful entrepreneurs make the transition from building wealth to managing wealth. Your Adviser can discuss lending solutions with you, advise on how to manage your wealth and even introduce you to investment banking and capital markets specialists.