Morgan Stanley

Comprehensive Wealth Management

Morgan Stanley provides active and retired Partners, Principals and Managing Directors (MDs) with a wide array of wealth management services and has designed the KPMG Personal Savings and Investment Program (PSIP) for active KMPG professionals to help you meet KPMG’s independence requirements.

We Understand the Specialized Needs of KPMG Professionals


Morgan Stanley has been designated as a preferred provider for KPMG Partners, Principals and MDs. Our longstanding relationship has given us helpful insights into KPMG trading restrictions and the responsibilities faced by KPMG professionals. We offer a special program for active KPMG professionals to help you meet KPMG’s independence requirements—complemented by the global resources of Morgan Stanley and potential advice from a dedicated Financial Advisor—to help you facilitate financial success.

A Partnership That Delivers

View a conversation featuring Atif Zaim, US Consulting Leader at KPMG, and Elizabeth Dennis, Head of Private Wealth Management at Morgan Stanley, about how our firms are working together to help benefit you.

A Partnership that Delivers More

View a conversation featuring Atif Zaim, Partner, US Consulting Leader of Advisory at KPMG, and Elizabeth Dennis, Head of Private Wealth Management at Morgan Stanley, about how our firms are working together to help benefit you.

Let’s Explore How We Can Work Together

Morgan Stanley offers regionally dedicated teams who work extensively with KPMG Partners, Principals and MDs. They can help you navigate the complexities of your situation and design a plan to pursue your goals. For the PSIP, find a team near you today (minimum asset requirements waived for KPMG professionals participating in the PSIP). For existing clients, connect with your current Morgan Stanley Financial Advisor to learn more about our services.

Your Unique Goals. Our Unique Services.

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KICS Compliant Solutions
For the PSIP, KPMG Compliance approved offering of mutual funds (including Morgan Stanley Pathway funds) and ETFs. Access to specific funds that have been approved by KPMG to meet its independence requirements
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Estate Planning
A holistic roadmap that enables you to make informed decisions around control of assets, tax planning, gifting and philanthropy
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Cash Management
Provide your family with more value, protection, and a seamless digital experience
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Lending Needs
Access to a broad suite of solutions for personal and business liquidity needs
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Mortgage Solutions
Find the best financing solution, whether it is buying or refinancing a home or purchasing a vacation or investment property
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Market Insights
Access to timely market commentary, thought leadership and portfolio ideas from Morgan Stanley’s Global Investment Office

Special Program Built for KPMG Professionals

When you work with Morgan Stanley, you benefit from our in-depth understanding of your investment constraints and compensation plans. Your Financial Advisor can help you develop investment strategies that comply with KPMG independence requirements, manage risk, transfer wealth and create an estate plan.


• For active KPMG professionals, a broad spectrum of KPMG pre-approved mutual funds (including certain Pathway Funds) and exchange-traded funds for investment


• Holistic strategies that consider your compensation structure and retirement benefits


• Experience and services to help enable a smooth portfolio transition for newly promoted and direct-entry Partners, Principals and Managing Directors as it relates to KPMG’s independence requirements


• A fee structure that reflects the close relationship between Morgan Stanley and KPMG

A Global Leader, Working for You

Comprehensive Advice

You can work with a Financial Advisor who understands the unique needs of KPMG Partners, Principals and MDs, and can help you coordinate with your tax and legal advisors for you to address your entire financial picture.

 

Global Reach and Resources

You’ll have potential access to an array of Morgan Stanley capabilities, such as investing, financial and wealth planning, philanthropy, and cash management

 

Deep Intellectual Capital

You can draw on the expertise of Morgan Stanley research, which offers insights across a range of timely topics, including asset allocation, investment strategies, market dynamics, and ESG.

 

Customized Approach

Your advisor can help tailor your wealth management strategy based on your goals, investment restrictions and, for those in the PSIP, independence requirements.

Our Culture and Commitment

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Living Our Values
Read more about the five core values that have guided us for more than 85 years.
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Helping You Invest Sustainably
Learn about our innovative solutions that emphasize environmental, social and governance (ESG) factors.
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Supporting Women on Their Financial Journey
Find out how we empower women to take charge of their finances, overcome the obstacles and achieve financial security.
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Committed to Diversity & Inclusion
We believe in advancing equity by making intentional change as a company and in our community. Discover how we’re going about it.