Morgan Stanley Investor Presentation Deck
May 2023, 14 slides
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driving growth through the cycle president of morgan and head of wealth management may | Morgan Stanley
of this line of this line notice the information provided herein may include certain non financial measures the definition of such measures and or the reconciliation of such measures to the comparable figures are included in this presentation or in morgan the company annual report on form definitive proxy statement quarterly reports on form and the company current reports on form as applicable including any amendments thereto which are available on this presentation may contain forward looking statements including the attainment of certain financial and other targets and objectives and goals you are cautioned not to place undue reliance on forward looking statements which speak only as of the date on which they are made which reflect management current estimates projections expectations assumptions interpretation or beliefs and which are subject to risks and uncertainties that may cause actual results to differ materially the company does not undertake to update the forward looking statements to reflect the impact of circumstances or events that may arise after the date of forward looking statements for a discussion of risks and uncertainties that may affect the future results of the company please see the company most recent annual report on form quarterly reports on form and current reports on form as applicable which are available on this presentation is not an offer to buy or sell any security the end notes are an integral part of this presentation see slides at the back of this presentation for information related to the financial metrics and defined terms in this presentation morgan closed its acquisition of trade on impacting prior period comparisons for the firm and wealth management please note this presentation is available at | Morgan Stanley
of this line of this line has transformed the business over four phases built scale paired advice with technology expanded our channels deepening relationships modern wealth platform tax profit self directed workplace advisor led ongoing tax profit growth | Morgan Stanley
of this line of this line positioning ourselves at scale and as a category of one client assets fee based assets client relationships scale total client assets total fee based assets client relationships momentum rank net new assets net new asset growth fee based flows added relationships fee based flows client relationship growth in workplace | Morgan Stanley
of this line of this line we have reinvented our business model from to increased scale core client relationships client relationships added channels advisor led only advisor led self directed workplace expanded service models financial advisor private wealth financial advisor virtual advisor digital advice private wealth digital direct family office invested in new capabilities capabilities in line with peers leading alts capabilities workplace offering private markets offering integrated risk platform leading with integrated technology pon | Morgan Stanley
of this line of this line delivering of net new assets every three years rolling three year net new assets target of beginning assets rolling last years | Morgan Stanley
of this line of this line focused on driving continued growth longer term goals growth in client relationships and client assets powered by of every three years tax profit with a margin | Morgan Stanley
of this line of this line client acquisition funnel drives advice relationships gain access through workplace and self directed relationships build trust and credibility support migration to advice | Morgan Stanley
of this line of this line path to in client assets client assets walk client assets today net new asset growth market growth client assets client assets longer term goal | Morgan Stanley
of this line of this line path to doubling tax profit full year tax profit walk today key drivers of growth longer term goal cost savings investments market growth lending growth cash deployment benefit | Morgan Stanley
of this line of this line a | Morgan Stanley
of this line of this line end notes | Morgan Stanley
of this line of this line end notes | Morgan Stanley
driving growth through the cycle president of morgan and head of wealth management may | Morgan Stanley
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