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Morgan Stanley reshuffles top brass, boosts wealth and investment management

EditorPollock Mondal
Published 11/20/2023, 10:54 PM
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NEW YORK - Morgan Stanley has announced a significant leadership reshuffle, positioning Jed Finn to oversee the firm's wealth division and appointing Jacques Chappuis and Ben Huneke to lead the investment management sector. This move comes as part of a broader corporate restructuring with Ted Pick ascending to the role of CEO.

The changes are strategic as they aim to strengthen divisions that are pivotal to Morgan Stanley's income, with wealth and investment management divisions combined managing a staggering $6.2 trillion in client assets. These sectors have been remarkably profitable, contributing 57% of the company's total revenue in the year-to-date.

Jed Finn steps into his new role with a solid track record, having previously played a key role in integrating Smith Barney and spearheading the acquisition of Solium Capital, which enhanced Morgan Stanley's wealth-management capabilities. Under Andy Saperstein's reorganized leadership structure, Finn will now head the wealth-management sector, which alone oversees $4.8 trillion in assets.

Chappuis and Huneke's appointments as co-heads of investment management align with Morgan Stanley's strategic vision for growth and stability. Their leadership is expected to continue driving the division forward following the company’s latest restructuring efforts.

This leadership overhaul underscores Morgan Stanley's commitment to maintaining its robust performance in wealth and investment management, ensuring that these divisions remain integral to the firm's success under the new CEO, Ted Pick.

InvestingPro Insights

Morgan Stanley, a prominent player in the Capital Markets industry, has been a consistent performer with a strong return over the last five years. InvestingPro's real-time data shows that the company has a market cap of 131.37B USD and a P/E ratio of 14.25, indicating a favorable valuation compared to industry peers.

Despite the leadership changes, Morgan Stanley has maintained its dividend payments for 31 consecutive years and has raised its dividend for 10 consecutive years. This is a testament to the company's financial stability and commitment to shareholder returns. However, InvestingPro Tips suggest that the company is quickly burning through cash, which may force dividend cuts in the future.

InvestingPro's data also reveals a 1 month price total return of 11.12%, reflecting the positive market reception of the company's strategic changes. This is further supported by the company's gross profit margin of 86.54% for the last twelve months as of Q3 2023.

InvestingPro offers additional insights and tips for subscribers, who can currently benefit from a special Black Friday sale with a discount of up to 55%. With over 10 more in-depth tips available for Morgan Stanley, subscribing to InvestingPro can provide a more comprehensive understanding of the company's performance and investment potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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