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

Financial advice rooted in local experience and expertise—backed by global reach and resources.

  • 5Branches across
    the country
  • $30BWealth management
    client assets1
  • 100Financial advisers

Investment Advice & Management

Your Morgan Stanley financial adviser can help you tailor an investment strategy for your needs and goals. Our investment platforms can simplify the implementation and management of your strategy via a broad range of options and offerings across major global investment markets.

Financial Planning

Whether you’re starting a family, buying a home, addressing health-care needs or transferring the family business to the next generation, as you prepare for retirement, you need a wealth plan. Our financial advisers will work with you to create a roadmap for life that adapts over time to help you achieve your goals — and protect your legacy.

Cash Management Solutions

How you manage your cash can be critical to the success of your wealth plan. As a core part of our wealth management services, we offer cash-flow planning and cash management solutions that align your day-to-day needs with your long-term ambitions.

Margin Lending

We offer a comprehensive and practical approach to financing your investments. Choose the services you need — including margin lending, options and instalment gearing — and integrate them with a powerful borrowing facility that can help you achieve specific investment goals.

Estate Planning and Wealth Transfer

Estate planning can help you preserve assets, reduce taxes for heirs and unlock opportunities for future generations and charitable pursuits. Our financial advisers engage specialists in trusts, insurance, philanthropy and family dynamics to help customise estate and wealth transfer plans.

Insurance

Appropriate insurance coverage is essential to financial planning. Structured correctly, it can help protect your financial future and provide you and your loved ones with peace of mind. Your Morgan Stanley financial adviser can guide you to the coverage you need, from life and income protection, to disability or other insurance, along with recommendations from a range of leading providers.

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Institutional Services

As one of Australia’s leading providers of financial services to institutions, Morgan Stanley delivers innovative solutions and outstanding service, backed by global resources and expertise. Our corporate advisory experts advise and execute deals for a broad range of institutional clients, including superannuation funds, investment managers, large corporate entities, not-for-profit organisations, significant family offices, and banks and other financial institutions.

MERGERS & ACQUISITIONS,
CORPORATE ADVISORY AND CAPITAL MARKETS

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

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.

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.

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Research

Information is a commodity. Good investment decisions require access to insight and knowledge.

1 Figure as at 1 January 2020

IMPORTANT INFORMATION

All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.

The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.

Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.

Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.

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