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Morgan Stanley Private Wealth Management
Morgan Stanley Private Wealth Management is a wealth manager based in New York. It manages approximately $369.7 billion in assets, primarily serving clients in...
Morgan Stanley Private Wealth Management
Morgan Stanley Private Wealth Management is a wealth manager based in New York. It manages approximately $369.7 billion in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
1935
Location
Region
North America
Country
United States
City
New York
Corporate office
Grand Rapids, MI, United States
Principals
Ted Pick
CEO
Sector focus
Frequently asked questions
What alternatives access does Morgan Stanley Private Wealth Management provide?
Clients gain exposure to private equity, private credit, real estate, and hedge funds primarily through Morgan Stanley Investment Management's institutional funds, co-investment vehicles, and a curated platform of third-party managers. Direct deal access—pre-IPO equity, private placements, and direct lending syndications—is sourced from the bank's investment banking and global capital markets desks.
Who runs investment decisions for clients at Morgan Stanley Private Wealth Management?
Individual clients work with dedicated private wealth advisors who construct portfolios in consultation with Morgan Stanley's central investment office and product groups. The firm-wide investment committee and asset-allocation frameworks originate from the bank's institutional division, but implementation decisions vary by advisor team and client mandate. The CEO of the broader firm, Ted Pick, sets strategic direction for the wealth division but does not make portfolio-level decisions.
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