Morgan Stanley Investor Presentation Deck
February 2024, 23 slides
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achieving margins through growth jed head of wealth management | Morgan Stanley
notice | Morgan Stanley
morgan wealth management is unique in the industry full service peer full service peer full service peer self directed peer asset peer | Morgan Stanley
we have steadily transformed the business over time built scale paired advice with technology expanded and integrated our channels accelerating path to advice modern wealth platform self directed workplace advisor led client assets client assets goal with | Morgan Stanley
two key focus areas path to advice add client relationships grow net new assets migrate to fee based accounts tax margins scaled differentiated platform | Morgan Stanley
path to advice we have seen significant growth at each step | Morgan Stanley
a we have multiple sources for adding client relationships growing client relationships drivers of client relationship growth same store advisors net recruiting new stock plan wins expanded equity award populations new retirement wins non qualified deferred wins new self directed investors institutional consulting acquisitions | Morgan Stanley
we have delivered strong growth rolling three year net new assets | Morgan Stanley
in we continued to take share as a of assets full year | Morgan Stanley
we are at cyclical lows suggesting upside ahead muted capital markets cash on the sidelines higher loan | Morgan Stanley
the opportunity to drive fee based flows from brokerage assets already at is significant existing opportunity within example initiatives to drive fee based flows fixed income alternatives in advisory enhanced accessibility | Morgan Stanley
scaled and differentiated platform to deepen relationships scaled capabilities priorities funnel infrastructure the integrated firm alternatives and private markets banking lending partnership with investment management artificial intelligence hip | Morgan Stanley
the integrated firm integrated coverage model areas of focus advising premier corporate footprint strategy to workplace solutions individuals asset managers serving self directed to ultra high net worth with institutional capabilities asset owners delivering integrated client value across public and private market ecosystem | Morgan Stanley
driving banking and lending momentum to further expand household lending current checking account holders net new assets revenues | Morgan Stanley
leading in artificial intelligence current state future state assistant debrief advisor interaction layer client | Morgan Stanley
achieving margins through growth tax margin supporting path to advice deepening relationships with scaled and differentiated platform investing to unlock benefits of scale tax margin goal | Morgan Stanley
a | Morgan Stanley
end notes | Morgan Stanley
end notes | Morgan Stanley
end notes | Morgan Stanley
end notes | Morgan Stanley
end notes | Morgan Stanley
achieving margins through growth jed head of wealth management | Morgan Stanley
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