Morgan Stanley Unclaimed

Build, preserve, and manage your wealth effectively with Morgan Stanley.

Providing expert advisory and capital-raising services globally.

Accelerate capital deployment and optimize trading strategies with expert market-making services.

Provides integrated analysis for critical financial decisions.

Active strategies across public and private markets.

Empower employees with financial solutions tailored to their needs.

Empower clients to invest responsibly and sustainably.

Broaden access to capital for diverse entrepreneurs.

Comprehensive retirement solutions to help clients manage and secure their financial future.

Provide tailored deferred compensation plans that enhance employee financial wellness.

Empowers investors with tools, resources, and a user-friendly platform for trading and investing.

Corporate And Institutional Capital Markets Clients

Corporations, institutions and governments seeking advisory, capital raising, and market insights.

High Net Worth Individuals

Wealthy individuals seeking sophisticated investment management, retirement planning, and personalized advisory.

Workplace Financial Programs For Employers

Employers seeking to offer employee financial well-being and retirement benefits.

Sustainable Investing And Research Oriented Investors

Institutions and individuals seeking sustainable investment strategies and insights.

Personalized financial planning, advisory and portfolio management services for high-net-worth and mass-affluent individuals, including integrated advice, retirement planning and risk management.

Online trading and brokerage services for individual investors offering commission-free execution, educational resources, market research and mobile trading platforms.

Advisory, capital raising, underwriting and market access services for corporations, institutions and governments, supported by market-making and sales and trading capabilities.

Active and customized asset management across public and private markets for institutional and individual investors, including scalable and sustainable investment strategies.

Defined contribution and fiduciary retirement plan design, recordkeeping and oversight, plus workplace financial wellness and small business retirement plan offerings.

Wealth Management

Morgan Stanley Wealth Management helps people, businesses and institutions build, preserve and manage wealth to pursue their financial goals. It includes in-depth financial planning tailored to individual and institutional needs, investment management services, custom retirement solutions, personalized advisory services, and risk management strategies.

• Achieve Long-Term Goals
  Secure a path towards your financial future with comprehensive strategies that address your unique circumstances.
• Receive Expert Guidance
  Benefit from ongoing access to expert advice that adjusts to market changes and personal circumstances.
• Maximize Investment Returns
  Engage in a focused approach to invest funds across a variety of asset classes to drive performance.
• Secure Financial Future
  Plan effectively for retirement, ensuring you have the necessary resources to maintain your lifestyle.
• Protect Your Assets
  Adopt strategic approaches that safeguard against potential market volatility and personal financial risks.

Investment Banking & Capital Markets

We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. This service includes market analysis expertise, dedicated advisory services, capital raising services, global reach, and integrated solutions.

• Guide Informed Decisions
  Our deep market analysis supports clients in navigating complex financial landscapes, ensuring informed decision-making.
• Achieve Strategic Goals
  Our expert advisory services are tailored to help clients achieve their strategic financial objectives effectively.
• Facilitate Growth
  We provide comprehensive capital-raising solutions, empowering clients to access funds efficiently for their growth and expansion needs.
• Access Global Markets
  Our global presence enables clients to tap into new markets and opportunities, maximizing their potential for success.
• Streamline Financial Strategies
  Our integrated solutions ensure clients benefit from a comprehensive financial strategy, linking advisory, capital raising, and investment management.

Sales & Trading

Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Key features include market-making services, innovative trading strategies, expert guidance, and access to a global trading network.

• Enhance Trading Liquidity
  By providing market-making services, Morgan Stanley ensures that clients can transact smoothly, giving them a competitive edge in fast-moving markets.
• Leverage Advanced Strategies
  Clients benefit from cutting-edge trading strategies that are designed to optimize performance and adapt to changing market conditions.
• Connect to Global Markets
  Morgan Stanley's expansive network enables clients to engage internationally, opening doors to diverse investment opportunities.
• Receive Tailored Recommendations
  Clients can access personalized advisory services to navigate complex trades and capitalize on market opportunities.

Research

We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. This service encompasses timely analysis, integrated analysis, extensive coverage, and market and economic analysis.

• Stay Informed With Real-Time Insights
  Access real-time analysis that empowers clients to make informed decisions based on the latest market developments and economic trends.
• Navigate Through Economic Changes
  Equips clients with the knowledge to understand how market fluctuations and economic shifts can impact their investments and strategies.
• Uncover Hidden Opportunities
  Facilitates deeper insights into interrelated sectors, identifying investment opportunities that may be overlooked by traditional analyses.
• Comprehensive Sector Insights
  Provides detailed information on multiple industries, ensuring clients have a broad understanding of the investment landscape.

Investment Management

We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Key features include active investment strategies, custom solutions, institutional investor focus, individual investor support, and global market access.

• Deliver Tailored Investment Strategies
  Our expertise in both public and private markets allows us to design investment strategies that are specifically catered to meet the unique objectives and constraints of each client.
• Create Personalized Investment Solutions
  By collaborating closely with clients, we develop customized approaches that align with their investment goals, risk tolerance, and future aspirations.
• Serve Institutional Investors
  Our focus on institutional clients enables us to deploy sophisticated investment strategies, leveraging comprehensive market analysis and partnerships.
• Provide Global Market Access
  With a presence across major financial centers worldwide, we connect clients to a broad array of investment options, ensuring they capitalize on global trends.
• Support Individual Investors
  By understanding personal financial situations, we help individual investors navigate complex investment landscapes to achieve their wealth objectives.

Morgan Stanley at Work

We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Key features include comprehensive financial solutions, personalized financial advice, modern technology integration, and a focus on diversity and inclusion.

• Delivers Tailored Financial Services
  By providing tailored financial solutions, employees can manage their finances effectively, enhancing their overall well-being and productivity.
• Provides Expert Guidance
  Through personalized financial advice, employees gain clarity and confidence in managing their investments, retirement plans, and savings.
• Enhances User Experience
  The integration of modern technology ensures a seamless user experience, allowing employees to access resources and tools conveniently.
• Promotes Inclusive Financial Practices
  By addressing the unique financial needs of a diverse workforce, Morgan Stanley at Work enables all employees to feel financially empowered.

Sustainable Investing

We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. It includes scalable investment products, innovative solutions, and actionable insights.

• Unlock Sustainable Growth
  Our scalable investment products are designed to help clients achieve sustainable growth while meeting their individual investment objectives.
• Foster Innovation
  Our innovative solutions highlight investment opportunities that contribute positively to sustainability and address pressing global challenges.
• Make Informed Decisions
  Our actionable insights empower clients to navigate the complexities of sustainable investing effectively.

Inclusive & Sustainable Ventures

From our startup lab to our cutting-edge research, we broaden access to capital for entrepreneurs and spotlight their success. It includes a startup lab, research capabilities, access to capital, and spotlighting success.

• Increase Funding Opportunities
  We facilitate access to various funding sources for diverse entrepreneurs to help them grow and succeed.
• Accelerate Innovation
  Our Startup Lab offers tailored resources, mentorship, and networking to help entrepreneurs innovate and scale their businesses.
• Gain Market Insights
  Utilizing our advanced research capabilities, we provide vital market insights to help entrepreneurs make informed decisions.
• Celebrate Entrepreneurial Achievements
  By showcasing successful entrepreneurs, we inspire others and promote a culture of inclusivity in business.

Retirement Solutions

Retirement solutions including defined contribution consulting, small business retirement plans, and fiduciary investment oversight, aimed at empowering individuals and businesses to ensure secure financial futures.

• Optimizes Employee Benefits
  Our defined contribution consulting services ensure that your plan design and implementation align with your employees' financial goals.
• Protects Client Interests
  Our fiduciary investment oversight helps safeguard your investments by ensuring compliance with all regulatory requirements.
• Tailors Solutions for Small Enterprises
  We specialize in helping small businesses establish effective retirement plans that fit their size and goals.

Deferred Compensation and Financial Wellness

Deferred compensation plans with recordkeeping, plan design, portfolio construction and wealth management services, complemented by financial wellness solutions to support employees' financial goals.

• Enhance Wealth Strategies
  We aim to maximize your long-term financial success.
• Manage Plans Efficiently
  We handle all aspects of recordkeeping and plan design, simplifying administration.
• Offers Personalized Advice
  Expert advisors help employees navigate their financial concerns.
• Build Diversified Portfolios
  Our team helps design well-balanced portfolios tailored to individual needs.
• Enhances Financial Literacy
  Through workshops and seminars, employees gain crucial knowledge about personal finance management.
• Provides Financial Perks
  Access to discounts on financial services that enhance employee financial experience.

E*TRADE from Morgan Stanley

E*TRADE from Morgan Stanley provides investors access to a range of trading and investing services, including securities trading and educational resources tailored for both new and experienced investors.

• Start Trading Without Commissions
  Eliminate the cost of commissions on self-directed stock and ETF trades.
• Trade Anytime, Anywhere
  E*TRADE's platform is designed for ease of use and advanced analysis.
• Learn and Grow Your Investment Skills
  Utilize educational resources covering market trends and financial planning.
• Make Informed Investing Decisions
  Stay ahead with expert insights and market analysis.
• Receive Customized Investment Advice
  Leverage personalized investment strategies based on your individual goals.