Licensee

  • Getting to the Core of portfolio management

    It’s no easy feat to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has stepped up for a third consecutive year - a first by any licensee in this category - to take out this year’s award. Alex Ventelon and Wayne Chatterjee CFA explain Morgan Stanley’s approach to managed accounts.

     

  • Morgan Stanley Wealth Management Australia secures the coveted 2020 IMAP Award for Licensee Managed Account category

    Providing an investment solution that is fit-for-purpose for its clients has landed Morgan Stanley Wealth Management Australia the coveted 2020 IMAP Award of Licensee Managed Account category

  • Sustainable portfolios: A winning approach

    ESG and sustainability are two styles of investment management that continue to command the attention of investors. Leah Willis (Australian Ethical Investment) and Deanne Baker (Lonsec) discuss the rise of ESG and the role they play in client portfolios.

     

  • The value of managed accounts

    Managed accounts are quickly emerging as one of the key delivery vehicles for advice. Brett Sanders, CEO of Philo Capital Advisers, and Zac Leman, BT Head of Managed Accounts, discussed some of the key issues facing the uptake of managed accounts by advisers

  • We are Morgan Stanley - Licensee Category

    It’s no easy undertaking to win the prestigious Licensee Managed Account category in the IMAP Managed Accounts Awards, but Morgan Stanley Wealth Management Australia has done it for a second consecutive year - a first by any licensee in this category.

     

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