We support 31 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. We are one of the leading European financial services groups with our headquarters in Paris, France and a major hub in the UK, with over 4,000 employees in London. Our expertise in the UK ranges from corporate and investment banking to private banking services, asset management, prime brokerage, clearing services and vehicle and equipment finance.


You’ll receive personalized guidance and advice from an advisor who knows your investment strategy inside and out. Whether markets are skidding, soaring, or something in between, you can rely on our experienced portfolio managers to make the tough decisions that might otherwise keep you up at night. Our team of professional financial analysts and portfolio managers carefully monitor each holding, and do all of the buying and selling within your portfolio. But getting select baskets of stocks working together in concentrated portfolios is a whole ‘nother challenge. We run six distinctive portfolio strategies geared toward specific kinds of stocks along with one Fixed Income strategy. These strategies only include our portfolio managers’ highest conviction picks and are usually concentrated among just holdings.

Bespoke Advisory

The UK is the key regional centre for Morgan Stanley, enabling its international institutional clients to access the Firm’s global products and services. The Firm has a premier institutional securities platform in the region, providing a full suite of services across fixed income, equities, research, investment banking and global capital markets for institutional clients. In the UK, Morgan Stanley Investment Management provides a diversified range of actively managed, end investor focused investment strategy services, to both institutional investors and intermediary advised retail investors. Wealth management is the highest level of financial planning services. It generally includes comprehensive investment management alongside financial advice, tax guidance, estate planning and even legal assistance.

News & Insights

A financial professional can help you though, with two major services being asset management and wealth management. While there are a handful of similarities between these offerings, they actually differ in what their main purposes and goals are. Wealth management is a comprehensive service that can involve everything from your estate, college savings, retirement, investments and more. On the other hand, asset management is more centrally focused around your investment portfolio.

a multi-family office for all things financial

For over 90 years we have been helping generations of families and businesses achieve their goals through our investment platforms and solutions. We work with you to create your financial life plan that’s built around your life, your family and your priorities. A third model involves providing a value proposition tailored to a clearly defined customer segment.