Morgan Stanley Investment Management Limited

RIASEC Registered
Total AUM
$175B
Discretionary
$152B
87% of AUM
Avg account
$1.3B
Accounts
134
Employees
222
Advisory reps
7

Firm details

Headquarters
London,
CRD number
105922
Registered since
April 15, 1986
Website
www.morganstanley.com
Custodians
MITSUBISHI UFJ GLOBAL CUSTODY S.A
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.08%
  • Investment Companies17.11%
  • Other11.24%
  • Insurance Companies4.42%
  • Pension & Profit Sharing Plans4.31%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Morgan Stanley Investment Management Limited is an institutional registered investment adviser that serves institutional clients. The firm is SEC-registered (since 1986) and operates as a corporation with ownership tied to foreign entities and individuals. Its advisory remit emphasizes portfolio management for investment companies, pooled investment vehicles and institutional or business clients, and it also performs CPO/CTA activities. Fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm identifies as an active ESG investor and maintains affiliations across a broad set of financial services activities, including broker-dealer, custody/banking, sponsor and futures-related roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Investment Grade Corp Bonds 17%, Private Funds 6%, Sovereign Bonds 5%, Non-Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 5%, US Government Bonds 3%, Derivatives 3%, Cash & Cash Equivalents 3%, Other 2%52%
  • Exchange Traded Equities52%
  • Investment Grade Corp Bonds17%
  • Private Funds6%
  • Sovereign Bonds5%
  • Non-Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Edward Heron

    Edward Heron

    Chief Legal OfficerCRD 7743730

Contacts

3 of 6
  • Zoe Parish

    Zoe Parish

    DirectorCRD 7720195

  • Yiwen Goh

    Managing DirectorCRD 8065550

  • Parminder Fells

    Managing DirectorCRD 8145753

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
25 Cabot Sq
Office locations

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Source: FINTRX private wealth data intelligence

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