Super League In-Depth Analysis: Morgan Stanley 2016

Publisher Name :
Date: 30-Aug-2016
No. of pages: 34

Summary

Morgan Stanley is a US-based financial services provider that operates three main business segments. The company's wealth management segment, Morgan Stanley Wealth Management (MSWM), is comprised of 15,000 financial advisors in four regions around the world, offering various financial and advisory services, wealth planning, insurance products, and retirement services. Led by Colm Kelleher, MSWM continues to display strong performance both in revenues and contribution to Morgan Stanley group revenues. Morgan Stanley targets HNW clients and UHNW individuals with more than $20m in liquid assets through its Private Wealth Management brand. The division also pursues niche audience segments such as athletes and celebrities. MSWM has not been involved in MandA activity since May 2014, when the company sold its Swiss private banking operations to Safra Group. However, the company continues to grow its client base through new products as well as digital platforms.

Key Findings


  • Morgan Stanley remains present in Europe, the Middle East, and Africa but has significantly reduced its global footprint. In June 2016 Morgan Stanley opened a third office in Miami to serve clients residing in Latin America, allowing the company to meet the needs of clients with offshore wealth.

  • As part of the company's strategic update, CEO James Gorman has presented the next phase of Project Streamline 2016-2017, an initiative that focuses on reducing expenditures across Morgan Stanley. The project aims to achieve this through five main pillars, including structurally simplifying the organization and outsourcing.

  • In 2015 MSWM improved its cost/revenue ratio, reflective of the company's goal of cutting costs and shifting focus towards its more stable wealth management division.

  • The company focuses on products that resonate with a range of client interests and lifestyles, such as its Catholic Values investing tool kit and discounts through its Reserved Living and Giving program.

  • Morgan Stanley has a strong presence on social media platforms. Since mid-2014 Morgan Stanley advisors who have undergone an online training course and have at least 15 followers are allowed to generate tweets for the company's official account.


Synopsis

Verdict Financials "Super League In-Depth Analysis: Morgan Stanley 2016" is a comprehensive analysis of Morgan Stanley's wealth management operations. It offers insight into the company's strategy, financial results, and marketing activities. It also covers recent MandA activity, customer targeting, and product innovation.


  • Insight into Morgan Stanley's growth strategy.

  • Overview of the firm's organizational structure.

  • Clear presentation of its geographical coverage and expansion strategy, including MandA activity.

  • Analysis of the firm's financial performance, including comparison with other global wealth managers.

  • Examination of key target client groups.

  • Analysis of Morgan Stanley's product and service proposition and how it is unique compared to those of its competitors.

  • Review of Morgan Stanley's marketing and social media activity.


Reasons To Buy


  • Examine the financial performance and key ratios for Morgan Stanley and benchmark this competitor against other global wealth managers.

  • Explore Morgan Stanley's MandA and growth strategies and their impacts on its AUM growth and financial performance.

  • Understand Morgan Stanley's client targeting strategies and examine whether these have been successful.

  • Learn more about Morgan Stanley's marketing strategy, social media presence, and digital innovations.

Super League In-Depth Analysis: Morgan Stanley 2016

Table of Contents

1. Executive Summary
2. Strategy
3. Financial Performance.
4. Customers and Products
5. Marketing and Advertising
6. Appendix

  • Packaging Sector Driven By Innovation
    The financial development in numerous emerging nations has significantly influenced the progress of quite a lot of sectors, the packaging industry being one of them. The swell in transport undertakings outfitting to a substantial number of industries such as manufacturing, consumer goods, food and beverages, and others rest essentially on sturdy and resilient packaging solutions [...]
  • Global Eyewear Market To Gain From Increased Demand For Disposable Contact Lenses
    The global eyewear market was worth US$ 102.66 billion in 2015 and is predictable to reach US$ 184.03 billion by 2024. The rising population and upsurge in the number of optical disorders are likely to propel the industry in the near future. Moreover, the increasing cognizance amongst people as regards to the prominence of eye [...]
  • Global mHealth Market To Become A Multi-Billion Dollar Industry By 2020
    The mHealth market is in its embryonic stage and is projected to produce substantial profits with amassed awareness level and encouraging regulatory guidelines particular to the quality and practicality of mobile-based medical devices. The global mHealth market is projected to touch US$ 49.12 billion by 2020 rising at a CAGR of 47.6% from 2013 to 2020. Monitoring services [...]
  • Efficacy of Stand-alone Power Sources Drive The Global Distributed Energy Generation Market
    The global market for distributed energy generation is expected to magnify at a momentous CAGR of 11.4% between 2016 and 2020. The small-scale generation of electricity, oscillating from a few kilowatts to multitudes of megawatts, is denoted as distributed energy generation. In this process, power is usually produced using renewable resources or by generators during consumption. [...]
  • Global Organic Food Market Makes A Mark in Developed Economies
    Buyers throughout the world are becoming more and more health cognizant, which has occasioned in an alteration in their palates and inclinations. The global organic food market was worth US$88.1 billion in 2015 is anticipated to record a CAGR of over 16% between 2015 and 2020. Amongst the various different food products available, the fruits [...]
  • 2017: Trends to Watch in Global Wealth Management
    Published: 31-Dec-2016        Price: US 5250 Onwards        Pages: 59
    Summary The wealth management industry has been undergoing transformation since the financial crisis, and 2017 will be another year marked with changes to business models and the way providers interact with clients. Many trends observed in 2016 will continue over the next 12 months, with regulation and its costs affecting the financial performance of competitors, and market volatility (often fueled by surprising turns in the geopolitical landscape) keeping portfolio m......
  • The Impact of Money Laundering on Customer Due Diligence
    Published: 26-Dec-2016        Price: US 3800 Onwards        Pages: 36
    Synopsis The report focuses on recent developments as a result of AML regulation, and its effect on global regulation. It provides an overview of key drivers and vendors operating in financial risk management. It provides detailed analysis of the key operational and technological trends and challenges that institutions face due to the rapid rise in money laundering activity and frequent regulatory upgrades. It provides insight into......
  • HNWI Asset Allocation in Singapore 2016
    Published: 22-Dec-2016        Price: US 1995 Onwards        Pages: 52
    Synopsis This report provides the latest asset allocations of Singapore HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Singapore HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market......
  • High Net Worth trends in Russia 2016
    Published: 21-Dec-2016        Price: US 1995 Onwards        Pages: 69
    Synopsis This report provides projections of the volume and wealth of Russia HNWIs. This includes demographic trends (2011-2015) and findings of the proprietary Wealth Insight HNWI Database. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. The report focuses on HNWI performance between the end of 2011......
  • Challenges and Opportunities for the Wealth Sector in Russia 2016
    Published: 20-Dec-2016        Price: US 1995 Onwards        Pages: 41
    Synopsis This report is a thorough analysis of Russia Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Russia. The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enables us t......
  • High Net Worth trends in Singapore 2016
    Published: 20-Dec-2016        Price: US 1995 Onwards        Pages: 63
    Synopsis This report provides projections of the volume and wealth of Singapore HNWIs. This includes demographic trends (2011-2015) and findings of the proprietary Wealth Insight HNWI Database. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Singapore. The report focuses on HNWI performance between the end o......
  • Challenges and Opportunities for the Wealth Sector in Singapore 2016
    Published: 19-Dec-2016        Price: US 1995 Onwards        Pages: 41
    Synopsis This report is a thorough analysis of Singapore Wealth Management and Private Banking sector, and the opportunities and challenges that it faces. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Singapore. The report focuses on HNWI performance between the end of 2011 and the end of 2015. This enable......
  • HNWI Asset Allocation in Russia 2016
    Published: 19-Dec-2016        Price: US 1995 Onwards        Pages: 35
    Synopsis This report provides the latest asset allocations of Russia HNWIs across 13 asset classes. The report also includes projections of the volume, wealth and asset allocations of Russia HNWIs to 2020 and a comprehensive and robust background of the local economy. Summary This report is the result of WealthInsight's extensive research covering the high net worth individual (HNWI) population and wealth management market in Ru......
  • Singapore Wealth Report 2016
    Published: 12-Dec-2016        Price: US 4995 Onwards        Pages: 80
    Synopsis This report is the result of WealthInsight’s extensive research covering the high net worth individual (HNWI) population and wealth management market in Singapore.SummaryThis report reviews the performance and asset allocations of HNWIs and ultra-HNWIs in Singapore.It also includes an evaluation of the local wealth management market.Scope• Independent market sizing of Singaporean HNWIs in five wealth bands......
  • SERVICES
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - sales@rnrmarketresearch.com / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs