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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 43 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals.
I. PRIVATE WEALTH MANAGEMENT (PWM) ASIA
Private Wealth Management (PWM) Asia provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with USD$35 million or more total net worth.
Within PWM, Investment Representatives (IRs) are responsible for developing and managing relationships with Ultra High Net Worth and High Net Worth investors, and identify investment opportunities, evaluate and execute investment strategies.
IRs manage their own brokerage and asset management businesses with the support of the firm’s sales, trading, research and advisory resources.