Super League In-Depth Analysis: Morgan Stanley 2016

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

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

  • Renewable Energy Sources Needs To Boost Global Microgrids Market
    The global market for microgrid was worth US$13.3 billion in 2015, and is anticipated to touch an estimate of US$35.2 billion by 2020. Dealers in the market for microgrids are incessantly improving the network hosting&hellip
  • Manufacturing Trends In The Coming Days
    The manufacturing industry may be encountering some breezes, but it is irrefutably in the middle of a technological revival that is altering the appearance, structures, and practices of the modern factory. Notwithstanding the jeopardies and&hellip
  • Top 10 Emerging Technologies
    The World Economic Forum (WEF) and Scientific American lately unveiled the major technological innovation list of the top ten emerging technologies. This list emphasizes on the technological developments which have the supremacy to transform industries,&hellip
  • Global Biosimilars Market To Be Led By Novartis by 2020
    Biologics, which are typically inoculated or injected, are formed in living entities, making them more challenging and costly to manufacture than the usual pills contrived from chemicals. Observing that mock-ups are mostly identical to the&hellip
  • Global Thyroid Gland Disorder Treatment Market To Grow Steadily
    The global thyroid gland disorder treatment market was worth US$1.8 billion in 2014 and is projected to reach a market value of US$2.4 billion in 2023 intensifying at a CAGR of 3.1% from 2015 to 2023.  The&hellip
  • Wealth in Singapore: HNW Investors 2017
    Published: 30-Jun-2017        Price: US 3450 Onwards        Pages: 51
    Singapore's HNW population remains dominated by business owners and those who accumulated their wealth through earned income. HNW individuals invest around half of managed wealth with their main wealth manager, and the majority of wealth is held via discretionary mandates. Current investment demand is particularly pronounced for equities and corporate bonds; however, the latter are forecast to fall out of favor as investors are looking for new means of diversification in the alternative inves......
  • Wealth in Hong Kong: HNW Investors 2017
    Published: 23-Jun-2017        Price: US 3450 Onwards        Pages: 49
    Wealth in Hong Kong: HNW Investors 2017 Summary Hong Kong private wealth market is an attractive mix of East and West. Its long-established nature makes it larger and more diversified than is common in the rest of Asia Pacific. Local HNW investors have mainly sourced their wealth through a mixture of entrepreneurship and earned income. Convenience is an important factor driving uptake of professional advice, but investors are reluctant to relinquish control completely, ......
  • Wealth in Indonesia: HNW Investors 2017
    Published: 09-Jun-2017        Price: US 3450 Onwards        Pages: 46
    Wealth in Indonesia: HNW Investors 2017 Summary HNW investors of Indonesia have predominately accumulated their wealth through business interests, with property and manufacturing key wealth generators. Investors show strong demand for advisory mandates, but a significant proportion of wealth remains unmanaged. Defensive investments dominate the average portfolio, and while this is not expected to change we do forecast a decrease in demand for cash, while demand for fixe......
  • Wealth in China: HNW Investors 2017
    Published: 01-Jun-2017        Price: US 3450 Onwards        Pages: 44
    Wealth in China: HNW Investors 2017 Summary "Wealth in China: HNW Investors 2017", analyzes the investing preferences and portfolio allocation of Chinese HNW investors. The report is based on our proprietary Global Wealth Managers Survey. The Chinese private banking industry is difficult to penetrate, but wealth managers that are aware of the local makeup of the HNW market will find it to be highly profitable. Chinese HNW investors have mainly sourced their......
  • Wealth in Australia: HNW Investors 2017
    Published: 12-May-2017        Price: US 3450 Onwards        Pages: 49
    Wealth in Australia: HNW Investors 2017 Summary "Wealth in Australia: HNW Investors 2017", analyzes the investing preferences and portfolio allocation of Australian HNW investors. The report is based on our proprietary Global Wealth Managers Survey. Australia is known for its multicultural landscape, which is reflected in the country's HNW market. HNW investors in Australia stem from a range of different backgrounds and have distinctive demand patterns. The......
  • Wealth in Russia: HNW Investors 2017
    Published: 08-May-2017        Price: US 3450 Onwards        Pages: 49
    Wealth in Russia: HNW Investors 2017 Summary GlobalData's "Wealth in Russia: HNW Investors 2017", report analyzes the Russian investment market, with a focus on the HNW segment. The report is based on GlobalData's proprietary datasets. Typically, Russian HNW investors are men over the age of 40 who have sourced their wealth through the mining and oil or construction sectors. Recent political and economic instability has driven more investors to ask for prof......
  • Wealth in the UK: HNW Investors 2017
    Published: 05-May-2017        Price: US 3450 Onwards        Pages: 47
    London is a major wealth capital with competitive financial services, fintech, and property industries. HNW individuals from around the world reside in the UK, particularly London, for its attractive lifestyle and business opportunities. The majority of UK HNW investors are over the age of 50, with males accounting for the majority. Equity and bond investments constitute the greatest proportions of UK HNW portfolios, mirroring the regional average. UK wealth managers experience strong demand ......
  • Wealth in South Africa: HNW Investors 2017
    Published: 02-May-2017        Price: US 3450 Onwards        Pages: 49
    More than 40% of South African HNW investors generated their wealth through earned income, mainly through manufacturing and the real estate (property sector). Most HNW individuals opt to have their assets managed by a professional, driven by a lack of expertise. However, clients who self-direct their investments do so mainly to avoid management fees and to retain exclusive control over some of their portfolio. Equities are the preferred asset class, but property, alternatives, and cas......
  • HNW Offshore Investment: Drivers and Motivations 2017
    Published: 25-Apr-2017        Price: US 5250 Onwards        Pages: 50
    At a global level, 18.7% of HNW wealth is invested outside one's country of residence. Almost a quarter of these assets are offshored for general geographic diversification reasons, making it the most important driver. Access to better investment options ranks second, followed by tax efficiencies. Strong market volatility in many parts of the world is also motivating investors to seek better returns abroad. Yet there are notable regional differences, and wealth managers that fail to understan......
  • 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