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Showing 1 - 10 of 26 results for "Morgan Stanley Wealth Management"

Investment veteran wraps 30 year career

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... East and Australia. He landed at Lonsec in the top investment job after spending seven years at Morgan Stanley Wealth Management. He initially served as head of research and investment strategy in Sydney before relocating to Hong Kong in 2021 as co-head ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management Australia was the winner in the Licensee Managed Account ...

Activist investor hires distribution lead

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
Morgan Stanley Wealth Management's former head of investment solutions, Scarlett Dorney, has joined Sandon Capital in much the same role. As head of client solutions at the activist investor, Dorney's role will encompass distribution, strategy ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
... CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight basis points per year, and in turns will translate better ...

Annual IMAP awards finalists revealed

CHLOE WALKER  |  THURSDAY, 21 JUL 2022
... products, as well as recognising the best licensee operated offering. Kearney Group, Lonsec, Morgan Stanley Wealth Management, Russell Investments, and DNR Capital are all nominated for the inaugural award for best ESG portfolio. For licensee managed ...

IMAP names award winners

ANNABELLE DICKSON  |  FRIDAY, 27 AUG 2021
... Equities and Macquarie Investment Management took home the prize for Australian Equities Small Cap. Morgan Stanley Wealth Management Australia won Licensee Managed Account and Multi Asset categories. Real Asset Management (RAM) won the award for Australian ...

Hostplus, HNWs back CSIRO fund

ANNABELLE DICKSON  |  TUESDAY, 27 APR 2021
... Ventures, Hostplus, Lockheed Martin and Temasek, as well as family offices and private investors from Morgan Stanley Wealth Management and Mutual Trust. The first fund helped develop 26 companies including v2food, Myrotia, Coviu, Kasada, Gilmour Space ...

Morgan Stanley's top picks for Aussie ETFs

KANIKA SOOD  |  FRIDAY, 15 NOV 2019
In a research note sent to clients, Morgan Stanley Wealth Management's Nathan Lim shared the four Australian ETFs the firm prefers over the rest. The list represents Morgan Stanley's preferred picks for Australian exposure in multi-asset portfolios ...

Wealth firm backs new Perennial fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
Morgan Stanley Wealth Management will invest $25 million in a new fund from Perennial's small and micro caps team. The Perennial Private to Public Opportunities Fund will hold 30-45 investments in pre-IPOs, IPOs and unlisted growth capital. There ...

Praemium loses major client

KARREN VERGARA  |  MONDAY, 8 APR 2019
... conducted in-house. The incremental contractual value is about $1 million per annum. In late March, Morgan Stanley Wealth Management announced it will transition about 2500 new portfolios to Praemium, building on an existing relationship. Praemium will ...
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