Super League In-Depth Analysis: Morgan Stanley



Verdict Financial

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In this in-depth analysis series Verdict Financial puts the world's largest wealth managers under the microscope to examine their recent financial performance as well as their strategies for growth and customer targeting.

Examine the financial performance and key ratios for Morgan Stanley and benchmark this competitor against other global wealth managers.
Explore Morgan Stanley's recent M&A and growth strategies and their impacts on its AUM growth and financial performance.
Learn more about Morgan Stanley's client targeting strategies and examine whether these have been successful.

What are Morgan Stanley's recent M&A and organic growth highlights?
What is Morgan Stanley's group level and wealth management unit financial performance?
Which customer markets does Morgan Stanley aim to target?
How does Morgan Stanley market and promote itself?

Key Highlights
Morgan Stanley has been streamlining its global footprint, concentrating on its home market. It is Verdict Financials view that the companys divestment strategy and the resulting advantages of scale will aid profitability, if not setting it up to capture inflows in the rapidly growing Asia Pacific, Middle East and Africa markets.

Having seen Wealth Managements profit increase by 62% in 2013 over the previous year, the division has become Morgan Stanleys crown jewel. To a large extent strong performance can be attributed to an increase in average revenue per advisor, which rose from $786,000 in 2012 to $867,000 in 2013, and a rise of 4ppt in fee-based client assets.

Morgan Stanley is very active on social media. Since mid-2014 advisors who have undergone an online training course and have at least 15 followers are allowed to tweet their own messages on their official company account (after they have been approved by the compliance department, which can take up to a couple of hours).