Morgan Stanley Wealth Management

About Morgan Stanley Wealth Management

Morgan Stanley is a global leader in financial services, dedicated to helping individuals, families, institutions, and governments raise, manage, and distribute capital to achieve their financial goals. Founded in 1935, the company emphasizes exceptional ideas, client-first values, diversity, inclusion, and giving back, with a commitment to delivering first-class business solutions across all its operations.

Products & Services

Wealth Management:Helps people, businesses, and institutions build, preserve, and manage wealth to pursue financial goals.

Investment Banking & Capital Markets:Provides global expertise in market analysis and advisory and capital-raising services for corporations, institutions, and governments.

Sales & Trading:Offers sales, trading, and market-making services to global institutions, hedge funds, and industry innovators.

Research:Delivers timely, integrated analysis of companies, sectors, markets, and economies to aid critical decision-making.

Investment Management:Provides active investment strategies across public and private markets and custom solutions for institutional and individual investors.

Morgan Stanley at Work:Offers comprehensive workplace financial solutions for organizations and employees, combining personalized advice with modern technology.

Sustainable Investing:Provides scalable investment products, innovative solutions, and actionable insights on sustainability issues.

Inclusive Ventures Group:Broadens access to capital for diverse entrepreneurs through startup labs and cutting-edge research, spotlighting their success.

Specialties

Wealth Management Investment Banking Capital Markets Sales & Trading Research Investment Management Sustainable Investing Workplace Financial Solutions Inclusive Ventures

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 220000000 MR: - FA: Approximately $220 million FAN: 220000000	D: 2026-02-17 FD: 2026-02-17	-
2	RT: Closed-End Fund T: - FT: Closed-End Fund	A: 900000000 MR: - FA: JPY131 billion FAN: 900000000	D: 2025-09-08 FD: 2025-09-08	3 investors
3	RT: Venture Capital Fund T: - FT: Venture Capital Fund	A: 280000000 MR: - FA: more than $280 million FAN: 280000000	D: 2025-07-09 FD: 2025-07-09	4 investors
4	RT: Private Equity Fund T: - FT: Private Equity Fund	A: 3200000000 MR: - FA: 3.2 billion FAN: 3200000000	D: 2025-06-23 FD: 2025-06-23	-
5	RT: Debt T: - FT: Debt	A: 350000000 MR: - FA: $350.0 million FAN: 350000000	D: 2025-05-12 FD: 2025-05-12	18 investors
6	RT: CLO T: - FT: CLO	A: 400000000 MR: - FA: $400 million FAN: 400000000	D: 2025-04-22 FD: 2025-04-22	-
7	RT: Infrastructure Fund T: - FT: Infrastructure Fund	A: 4100000000 MR: - FA: $4.1 billion FAN: 4100000000	D: 2025-03-14 FD: 2025-03-14	3 investors
8	RT: Fund Raise T: - FT: Fund Raise	A: 2000000000 MR: - FA: approximately $2 billion FAN: 2000000000	D: 2024-10-22 FD: 2024-10-22	2 investors
9	RT: Private Equity T: - FT: Private Equity	A: 750000000 MR: - FA: $750 million FAN: 750000000	D: 2024-09-30 FD: 2024-09-30	1 investors
10	RT: Accelerator Investment T: - FT: Accelerator Investment	A: 250000 MR: - FA: $250,000 (£250,000 in EMEA) FAN: 250000	D: 2024-09-16 FD: 2024-09-16	1 investors
11	RT: Philanthropic Commitment T: - FT: Philanthropic Commitment	A: 20000000 MR: - FA: 20 million FAN: 20000000	D: 2024-04-11 FD: 2024-04-11	1 investors
12	RT: IPO T: - FT: IPO	A: 103350000 MR: - FA: 103,350,000 USD FAN: 103350000	D: 2024-01-23 FD: 2024-01-23	15 investors
13	RT: Fund Raise T: - FT: Fund Raise	A: 1200000000 MR: - FA: $1.2 billion FAN: 1200000000	D: 2023-12-07 FD: 2023-12-07	-
14	RT: Fund Raise T: - FT: Fund Raise	A: 50000000 MR: - FA: $50 million FAN: 50000000	D: 2023-11-21 FD: 2023-11-21	6 investors
15	RT: Private Equity Fund First Close T: - FT: Private Equity Fund First Close	A: 500000000 MR: - FA: $500 million FAN: 500000000	D: 2023-05-17 FD: 2023-05-17	2 investors
16	RT: Real Estate Debt Fund T: - FT: Real Estate Debt Fund	A: 1370000000 MR: - FA: ~$1.37 billion FAN: 1370000000	D: 2023-02-13 FD: 2023-02-13	3 investors
17	RT: GP-led Secondaries Fund T: - FT: GP-led Secondaries Fund	A: 2500000000 MR: - FA: $2.5 billion FAN: 2500000000	D: 2023-02-02 FD: 2023-02-02	6 investors

Debt Latest

2026-02-17

$220.0M

Closed-End Fund 2025-09-08

$900.0M

Venture Capital Fund 2025-07-09

$280.0M

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Mona Eldam

Managing Director, Head of Morgan Stanley Singapore Technology and Distinguished Engineer

M

Matthew Slovik

Head of Global Sustainable Finance

C

Carla Harris

Host of Access and Opportunity Podcast

M

Mike Wilson

Chief U.S. Equity Strategist and Chief Investment Officer

T

Ted Pick

Chairman and CEO

S

Sterling Shea

Leader of Practice Strategy Team

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