Morgan Stanley

Morgan Stanley Expands Its Unified Managed Account Solution, Personal Portfolio

Oct 1, 2007

New York —


Morgan Stanley’s Global Wealth Management Group (GWMG) has significantly enhanced its industry-leading Unified Managed Account (UMA) program. Morgan Stanley Personal PortfolioSM now features nearly 600 open-end mutual funds, more than 100 separately managed account (SMA) strategies and more than 50 exchange-traded funds (ETFs).  Personal Portfolio provides clients with access to a wide array of investment options — in one portfolio, with one statement and one 1099, thereby simplifying account opening, and performance and tax reporting.

“With Morgan Stanley’s UMA, Financial Advisors can deliver clients a full suite of services, including asset allocation advice, portfolio construction guidance and comprehensive reporting,” said Jay Link, Managing Director, GWMG Consulting Services Group.  “Personal Portfolio clients may now establish customized portfolios, for as low as $50,000, using a wide array of mutual funds, separately managed accounts and ETFs.”

To continue developing its roster of high-quality investment managers, Morgan Stanley has also begun to allow investment managers to set their own investment management fees, within a pre-defined range.  Morgan Stanley Personal Portfolio is the first UMA to offer investment managers this pricing flexibility.

One of the largest businesses of its kind in the world with $734 billion in client assets, Morgan Stanley’s Global Wealth Management Group (GWMG) provides a range of wealth management products and services to individuals, businesses and institutions.  These include brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust.

Morgan Stanley (NYSE:MS) is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.  The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 600 offices in 32 countries.  For further information about Morgan Stanley, please visit

Investments and services are offered through Morgan Stanley & Co. Incorporated, member SIPC.  ©2007 Morgan Stanley. Morgan Stanley Personal PortfolioSM is a service mark of Morgan Stanley.

Contact: Media Relations, Christy Pollak, 914.225.6827