Morgan Stanley

Morgan Stanley is a global financial services firm founded in 1935. It helps individuals, families, businesses and institutions raise, manage and allocate capital across global markets, combining advice, market access, investing expertise and technology. The firm maintains offices in more than 40 countries.

Its activities are organised across several businesses. Institutional Securities provides advisory services to institutions on strategy, capital and markets execution, including research, sales and trading. Wealth Management offers wealth advice, banking, lending and investing services to individuals and families. Investment Management offers investment solutions across asset classes and strategies. E*TRADE from Morgan Stanley provides a self-directed investing platform alongside workplace financial benefits services.

The firm operates in financial services, banking, lending, brokerage and workplace financial benefits, and its technology work spans financial technology, trading technology, digital investing platforms, wealth management technology and market access technology. Morgan Stanley describes its purpose as helping individuals, families, businesses and institutions pursue their financial goals, drawing on a cross-disciplinary approach that spans advice, markets and technology.