Morgan Stanley Private Wealth Management
GPTKB entity
Statements (66)
Predicate | Object |
---|---|
gptkbp:instance_of |
gptkb:Wealth_Management
|
gptkbp:employs |
Financial analysts
Wealth advisors |
gptkbp:focuses_on |
Investment management
|
gptkbp:founded_in |
gptkb:1935
|
gptkbp:has |
gptkb:Global_presence
Investment products Investment strategies Strategic partnerships Compliance programs Investment committees Client education programs Global investment capabilities Client satisfaction ratings Wealth management tools Dedicated advisors |
gptkbp:headquartered_in |
gptkb:New_York_City
|
https://www.w3.org/2000/01/rdf-schema#label |
Morgan Stanley Private Wealth Management
|
gptkbp:is_associated_with |
gptkb:Morgan_Stanley_Investment_Management
Morgan Stanley Research |
gptkbp:is_committed_to |
gptkb:Sustainability_initiatives
|
gptkbp:is_divided_into |
gptkb:Morgan_Stanley
|
gptkbp:is_involved_in |
Market research
Financial modeling Financial literacy initiatives Community engagement programs Wealth management technology development |
gptkbp:is_known_for |
Innovative solutions
Risk assessment Client relationship management Client-centric approach Long-term client relationships Diverse investment options Holistic financial planning |
gptkbp:is_part_of |
gptkb:Asset_Management
Investment banking Financial services sector |
gptkbp:is_recognized_by |
Industry awards
|
gptkbp:is_recognized_for |
Client service excellence
|
gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission_(SEC)
gptkb:Financial_Industry_Regulatory_Authority_(FINRA) |
gptkbp:leadership |
Wealth management industry
|
gptkbp:offers |
Investment advisory services
Alternative investments Financial planning services Estate planning services Real estate investment services Philanthropic advisory services Tax optimization strategies Investment research reports Customized financial solutions Credit and lending solutions Wealth transfer strategies |
gptkbp:part_of |
gptkb:Morgan_Stanley
|
gptkbp:provides |
Portfolio management
Retirement planning Risk management services Market insights Insurance solutions Personalized investment strategies |
gptkbp:serves |
High-net-worth individuals
|
gptkbp:targets |
Institutional investors
Family offices |
gptkbp:utilizes |
Research and analytics
|
gptkbp:bfsParent |
gptkb:John_Pierpont_Morgan
|
gptkbp:bfsLayer |
5
|