What We Do

At Morgan Stanley, we advise, originate, trade, manage and distribute capital for governments, institutions and individuals, and always do so with a standard of excellence.

Wealth Management

We help individuals reach their long-term financial goals.

  • 38 Spots on Barron's List of Top 100 Financial Advisors 1
  • $2T Wealth Management Client Assets2
  • $73B In Lending Balances3
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Investment Banking & Capital Markets

Corporations, organizations, and governments around the world rely on Morgan Stanley’s reputation as a global leader in investment banking. Our advisory and capital-raising services are recognized as among the best in the industry.

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Sales & Trading

Global institutions. Cutting-edge hedge funds. Industry innovators—all turn to Morgan Stanley for sales, trading and market-making services, as we work to find new forms of investment to generate superior returns.

Cash Equities

Morgan Stanley is a global leader in executing transactions in cash equity and equity-related products for institutional clients around the world. These products include common stocks, global depository receipts and exchange-traded funds.

Equity Derivatives

Across global equity derivatives markets, Morgan Stanley is a leading provider of execution services and solutions. Our product suite encompasses equity options, equity swaps, warrants, structured notes and futures on individual securities, indices and baskets of securities.

Prime Brokerage

For more than 25 years, Morgan Stanley has led the industry and set the standard for excellence in prime brokerage. Our broad and deep client relationships, market-leading platform and intellectual insights enable us to be a world-class service provider to our clients for their financing, market access and portfolio management needs.

Electronic Trading

Morgan Stanley Electronic Trading (MSET) offers global electronic access across cash equities, options, and futures. Our electronic trading tools include a broad suite of algorithms, smart order routing, and direct market access.

Commodities

Morgan Stanley is a market leader in energy and metals trading worldwide. Commodities professionals trade actual physical commodities as well as associated derivatives and futures. With its active presence in these markets, Morgan Stanley offers clients the ability to take advantage of market opportunities as well as manage the price risk inherent in their businesses.

Macro Products

Morgan Stanley is a global dealer in interest rate and currency products, including interest rate cash and derivatives providing primary and secondary liquidity, foreign exchange options for institutions and family offices, and the development of sophisticated investment and trading strategies for emerging-markets sovereign countries.

Global Credit Products

Morgan Stanley trades all fixed-income assets with embedded credit in a variety of areas, from municipal securities, to investment-grade and high-yield bond and credit derivatives trading. In addition, Morgan Stanley structures, underwrites and trades the full range of collateralized securities, including those backed by residential and commercial mortgages, in both the cash and derivatives markets.

Distribution

Our global sales function connects Morgan Stanley’s resources with our institutional clients, such as banks, insurance companies, hedge funds, money managers, pension funds and mutual funds. Sales executives help institutional clients to achieve their particular investment objectives, providing them not only with product expertise but also with access to all areas of the firm.

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Research

Timely, in-depth analysis of companies, industries, markets and world economies has earned Morgan Stanley’s reputation as a leader in the field of investment research.

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Investment Management

Morgan Stanley strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide.

Private Credit & Equity

Direct and multi-manager private debt and equity investing focusing on middle market companies, secondaries and co-investments

Solutions & Multi-Asset

Custom portfolios and alpha-oriented investment strategies tailored to the needs of institutional and high net worth investors

Real Assets

Decades of investment experience in global real estate and infrastructure with strategies spanning public and private markets

Global Liquidity

Global cash management solutions for institutional clients

Global Fixed Income

Actively managed single sector and multi-sector strategies across the global fixed income markets

Active Fundamental Equity

Differentiated, high-conviction portfolios that seek to generate attractive returns across global equity markets

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1 Source: Barron's “Top 100 Financial Advisors,” April 17, 2017. Barron's “Top 100 Financial Advisors” bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. The rating is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

2 As of 4Q 2016

3 Private Banking Group Finance, as of November 24, 2014. Represents lending balances held by Wealth Management clients at Morgan Stanley Bank, N.A., Morgan Stanley Private Bank, and Morgan Stanley Smith Barney LLC. © 2015 Morgan Stanley Smith Barney LLC. Member SIPC.

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©2015 Morgan Stanley Smith Barney LLC, Member SIPC. All rights reserved.

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