Addressing the Challenges
of Managing Wealth Across Borders

Morgan Stanley International Wealth Management focuses on the financial needs of entrepreneurs, executives and professionals living outside the US.

Our US-based International Client Advisors often focus on a specific country or region, understand the culture and recognize the varying economic and regulatory climates. Combining their investment knowledge with the global resources and intellectual capital of Morgan Stanley, International Wealth Management delivers relevant solutions that could help suitable clients pursue their personal, familial and community goals.

Guided Access to Global Resources

Wealth Management

Your International Client Advisor will help you create a customized wealth strategy that is aligned with your core values and driven by your personal, professional and philanthropic goals. Our approach to wealth management integrates advice and capabilities to help you manage your assets and liabilities. 

Intellectual Capital

Morgan Stanley's analysts, economists and strategists provide information on a global spectrum of asset classes and instruments to help guide your investment strategies and business decisions. Our Global Investment Committee provides thematic investment ideas and asset allocation models. 

Strategies and Introductions

Your International Client Advisor may engage a team to create and implement a customized investment strategy . They may be able to provide access to Morgan Stanley specialists who often work with clients in similar situations. 

Comprehensive Capabilities and Customized Solutions

Morgan Stanley International Wealth Management offers a breadth of services and solutions*, including but not limited to:

CASH MANAGEMENT

LENDING PRODUCTS AND SERVICES

MANAGER SELECTION AND PORTFOLIO SOLUTIONS

WEALTH PLANNING SOLUTIONS

PHILANTHROPY MANAGEMENT

CORPORATE SERVICES

OPEN ARCHITECTURE MODEL FOR TRUSTS AND ESTATE PLANNING

   

OPEN ARCHITECTURE INVESTMENTS PLATFORM