2023年6月26日

分享没有财富管理缺乏行动,和摩根士丹利(Morgan Stanley)是最新的主要投资银行考虑重组其业务。街头谈论理解它正在考虑剥离一些低价值账户奥德Minnett作为战略评估的一部分,主业务向高净值和超高净值客户。丽贝卡·希尔,是谁安装的财富管理澳大利亚马修·尼科尔斯联席主管离职后,监督审核。预计将导致关闭一些办公室和改进业务的佣金结构和签约奖金。MSWM老板丽贝卡·希尔已经拉开了一个广泛的分析部门误判率有很多增长的财富管理,尤其是高端市场,有625000个账户席卷2.8万亿美元的可投资资产,非营利性企业和家庭办公室。作为她的努力调整业务的一部分,希尔在与使谈判,关于潜在的股票经纪和财富管理公司转型的一些银行的小客户和帐户。据悉尚未达成任何行动或完成,和谈判不包括出售或合资企业的分支机构。广告“像任何运行良好的业务我们定期审查我们的操作模式和足迹,以确保我们最好能够提供战略和服务我们的客户,”摩根士丹利(Morgan Stanley)发言人周一表示。“财富管理核心摩根士丹利的全球战略和操作,包括澳大利亚。“在十字准线阿德莱德办公室正式审查之前一段不稳定的摩根士丹利(Morgan Stanley)财富管理长期首席,伊恩·钱伯斯退休,和大量的高级数据头出了门。 Sources said the Adelaide branch was in the firing line and most likely to be the first to shut. A push to obtain a banking license has also been put on hold. It is the latest change in a rapidly changing industry. Morgan Stanley’s investment banking rival UBS quit wealth management when it spun out Crestone Wealth Management some seven years ago. LGT Group , which is owned by the Princely Family of Liechtenstein, swooped on Crestone in late 2021. Meanwhile, UBS is back in the sector after buying up Credit Suisse, which has some of the country’s top private bankers. Morgan Stanley Wealth Management has $42 billion in client assets under management, and counts 24 of its private client advisers in Barron’s Top 100 Financial Advisers List. Sarah Thompson has co-edited Street Talk since 2009, specialising in private equity, investment banking, M&A and equity capital markets stories. Prior to that, she spent 10 years in London as a markets and M&A reporter at Bloomberg and Dow Jones. Email Sarah at sarah.thompson@afr.com Kanika Sood is a journalist based in Sydney who writes for the Street Talk column. Email Kanika at kanika.sood@afr.com.au Emma Rapaport is a co-editor of the Street Talk column. Prior to that, she was a markets reporter at The Australian Financial Review. Connect with Emma on Twitter . Email Emma at emma.rapaport@afr.com Save