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.
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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.
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.
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.
Through Morgan Stanley's PSIP, you benefit both from Morgan Stanley's development of a program that addresses KPMG's independence requirements, as well as Morgan Stanley's global resources and knowledge of KPMG's compensation structure and retirement benefits. You also have the option of working with a Morgan Stanley Financial Advisor, who can help you with your investments, 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.
Not all products and services are available in all jurisdictions.
Reserved and CashPlus clients are eligible for unlimited global ATM fee rebates. All other clients are eligible for up to $200 in annual global ATM fee rebates.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
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The lending products [referenced or described] are separate and distinct, and are not connected in any way. The ability to qualify for one product is not connected to an individual’s eligibility for another.
Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund or ETF before investing. The prospectus contains this and other information about the mutual fund or ETF. To obtain a prospectus, contact your Financial Advisor or visit the mutual fund or ETF company’s website. Please read the prospectus carefully before investing.
The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.
The testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success. Morgan Stanley Smith Barney LLC has not provided a cash/non-cash compensation in exchange for the testimonial. The testimonial provider was a current client of Morgan Stanley at the time of the testimonial’s publication.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
KPMG employees and partners are individually responsible for complying with permissible investments under KPMG’s independence requirements. If you have any questions regarding your specific independence rules, please contact Risk Management – Independence by submitting a personal independence inquiry through CORE.
