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Sep 25, 2012 · Morgan Stanley Wealth Management (MSWM) is the new name of the U.S. wealth management business that was formed in 2009 as a joint venture between Morgan Stanley and Citi’s Smith Barney. MSWM manages $1.7 trillion in client assets and provides a range of products and services to individuals, businesses and institutions.
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Log in to the Morgan Stanley Online Wealth Management site to seamlessly and securely manage your investments and everyday finances in one place.
On January 13, 2009, Morgan Stanley and Citigroup announced the merger of Smith Barney with Morgan Stanley's Global Wealth Management Group, with Morgan Stanley paying $2.7 billion cash upfront to Citigroup for a 51% stake in the joint venture. The joint venture operates as Morgan Stanley Smith Barney. [14]
In 2009, Morgan Stanley established a new broker-dealer that combined Morgan Stanley's Global Wealth Management Group with Citi's Smith Barney in the U.S., Quilter in the UK and Smith Barney Australia retail units into a new wealth management firm.
Find a Financial Advisor who can help you with your wealth management needs, from retirement planning to tax-smart investing. Morgan Stanley offers personalized plans, customized strategies, and access to industry-leading resources and solutions.
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