Morgan Stanley Private Wealth Management
Morgan Stanley Private Wealth Management's Overview
Morgan Stanley Private Wealth Management (PWM) is a division of Morgan Stanley Wealth Management, dedicated to serving the complex financial needs of ultra-high-net-worth individuals, families, and their foundations. With a legacy of financial stewardship, PWM provides bespoke investment management, wealth planning, trust and estate planning, philanthropic advisory, and private banking services. Clients benefit from access to the global resources, intellectual capital, and institutional capabilities of Morgan Stanley, delivered through a highly personalized and confidential relationship with a dedicated Private Wealth Advisor. The focus is on preserving and growing substantial wealth across generations, navigating market complexities with sophisticated strategies and tailored solutions.
Where is Morgan Stanley Private Wealth Management's Headquarters?
HQ Function
Serves as the global headquarters for Morgan Stanley, housing key leadership for all divisions including Private Wealth Management, strategic planning, global operations, and technology infrastructure.
Notable Features:
Iconic skyscraper located in Times Square, featuring state-of-the-art trading floors, modern office amenities, and significant art installations. The building incorporates energy-efficient designs.
Work Culture:
A dynamic, high-performance environment characterized by intellectual rigor, collaboration, and a strong client-centric approach. Emphasis is placed on integrity, excellence, and innovation.
HQ Significance:
The central hub for Morgan Stanley's global operations and decision-making processes. Key strategies and directives for Private Wealth Management are often developed and overseen from this location, symbolizing the firm's prominence in the global financial landscape.
Values Reflected in HQ: The headquarters' prime location, sophisticated infrastructure, and global connectivity reflect Morgan Stanley's core values of leading with exceptional ideas, putting clients first, doing the right thing, and giving back.
Location:
Morgan Stanley Private Wealth Management leverages the firm's extensive global network, operating through key financial centers across the Americas, Europe, the Middle East, Africa (EMEA), and Asia-Pacific. This worldwide footprint enables PWM to deliver localized expertise combined with global insights and resources. Core functions supported globally include bespoke investment management, advanced wealth planning (covering trust and estate strategies, philanthropy, and intergenerational wealth transfer), customized lending and liquidity solutions, and access to Morgan Stanley's institutional research, trading platforms, and capital markets expertise.
Street Address:
1585 Broadway
City:
New York
State/Province:
NY
Country:
USA
Morgan Stanley Private Wealth Management's Global Presence
London, UK
Address: 25 Cabot Square, Canary Wharf, London, E14 4QA, UK
Provides comprehensive wealth management solutions, including cross-border investment advice, estate planning, access to global markets, and specialized financing for UK and European clients.
Hong Kong, SAR China
Address: International Commerce Centre, 1 Austin Road West, Kowloon, Hong Kong
Offers tailored investment strategies, wealth structuring, succession planning, and access to Morgan Stanley's extensive research and capital markets capabilities for clients in Greater China and Southeast Asia.
Zurich, Switzerland
Address: Beethovenstrasse 33, 8002 Zürich, Switzerland
Serves European and international high-net-worth individuals with sophisticated wealth preservation and growth strategies, including international diversification, asset protection, and multi-generational wealth planning.
Los Angeles, California, USA
Address: 2000 Avenue of the Stars, Los Angeles, CA 90067, USA
Delivers customized financial planning, investment management, and private banking services tailored to the unique needs of clients in California and the Western U.S.
Buying Intent Signals for Morgan Stanley Private Wealth Management
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Executive Team of Morgan Stanley Private Wealth Management
As of April 2025, Morgan Stanley Private Wealth Management' leadership includes:
Investors of Morgan Stanley Private Wealth Management
Morgan Stanley Private Wealth Management has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
In the past 12 months, Morgan Stanley has experienced significant leadership evolution, most notably with the appointment of a new CEO for the firm and strategic role changes within its Wealth Management division, which encompasses Private Wealth Management. These transitions aim to drive continued growth and client service excellence.
Departures
New Appointments:
Technology (Tech Stack) used by Morgan Stanley Private Wealth Management
Discover the tools Morgan Stanley Private Wealth Management uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Morgan Stanley Private Wealth Management Email Formats and Examples
Morgan Stanley generally utilizes a standardized email format for its employees globally. The most prevalent format is the combination of an employee's first name and last name, separated by a period, followed by '@morganstanley.com'. While minor variations might exist for very common names or specific departments, this is the primary structure.
firstname.lastname@morganstanley.com
Format
jane.doe@morganstanley.com
Example
95%
Success rate
News and media
Morgan Stanley • April 16, 2024
Morgan Stanley Reports First Quarter 2024 Results; Wealth Management Net Revenues of $6.9 Billion
Morgan Stanley announced robust first-quarter 2024 financial results, with its Wealth Management division delivering net revenues of $6.9 billion, up from $6.6 billion in the prior year. The division reported $110 billion in net new assets and ended the quarter with total client assets of $7.0 trillion....more
Bloomberg • January 19, 2024
Morgan Stanley Names Jed Finn Head of Wealth Unit
Morgan Stanley promoted Jed Finn to lead its wealth-management business, a cornerstone division for the firm, as part of a broader leadership reorganization under new Chief Executive Officer Ted Pick. Finn was previously the chief operating officer of the unit....more
Morgan Stanley • October 25, 2023
Morgan Stanley Announces CEO Succession Plan: Ted Pick to Become CEO, Effective January 1, 2024
Morgan Stanley's Board of Directors announced that Ted Pick, Co-President and Head of the Institutional Securities Group, would become the firm’s Chief Executive Officer, effective January 1, 2024. James Gorman, then CEO, was to become Executive Chairman....more
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