• Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset...
    19 KB (1,264 words) - 19:00, 4 September 2024
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    segments: Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley traces its roots to J.P. Morgan & Co. After the U.S. Congress...
    80 KB (7,822 words) - 23:40, 31 October 2024
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    customization and delivered to mass affluent clients. At Morgan Stanley, the "Private Wealth Management" retail division focuses on serving clients with greater...
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    Sandy Weill convinced him to turn down offers from Goldman Sachs, Morgan Stanley, and Lehman Brothers to join him as an assistant at American Express...
    51 KB (4,599 words) - 14:53, 22 November 2024
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    Salomon Smith Barney's Sales and Trading Program, now known as Morgan Stanley Wealth Management. In the early 2010s, she acted and produced some short films...
    12 KB (947 words) - 10:29, 30 August 2024
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    consecutively since 2020 and among the 10 Most Influential Women in Wealth Management for 2021 and 2022. In 2020, 2021, 2022 and 2023 American Banker named...
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    January 13, 2009, Citi announced the merger of Smith Barney with Morgan Stanley Wealth Management. Citi received $2.7 billion and a 49% interest in the joint...
    129 KB (12,568 words) - 19:31, 19 November 2024
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    James P. Gorman (category Directors of Morgan Stanley)
    create the largest wealth management platform globally when he led the merger and integration of Morgan Stanley's wealth management business with Citi's...
    19 KB (1,534 words) - 05:27, 19 November 2024
  • Eaton Vance (category Morgan Stanley)
    including wealth management, defined contribution investment only and sub-advisory services. In 2005 it opened an office in London. In March 2021, Morgan Stanley...
    10 KB (899 words) - 10:51, 27 September 2023
  • David Darst (category Directors of Morgan Stanley)
    Investment Strategist of Morgan Stanley Wealth Management, where he served as Vice Chairman of the Morgan Stanley Wealth Management Global Investment Committee...
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    Stanley Fischer (Hebrew: סטנלי פישר; born October 15, 1943) is an Israeli-American economist who served as the 20th vice chair of the Federal Reserve...
    29 KB (2,240 words) - 19:08, 25 October 2024
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    Morgan Stanley demanded sole management, but IBM affirmed Salomon Brothers’ role as co-manager. In response, Morgan Stanley refused to act as co-manager...
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    Brock University in St. Catharines, Canada.[citation needed] He joined Morgan Stanley as an associate in 1983, one of the first Indians to join the company...
    27 KB (2,273 words) - 02:15, 11 November 2024
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    on 20 October 2020. Yang, Jing (11 April 2022). "Citi Names Angel Ng as Head of Asia Pacific for Global Wealth Management". The Wall Street Journal....
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    Square Capital Partners CVC Capital Partners Diners Club International Morgan Stanley Wealth Management OneMain Financial Primerica The Travelers Companies...
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  • US$160 million from new investors Dragoneer Investment Group, Morgan Stanley Wealth Management, Sofina SA, and Vulcan Inc., with a share of the funding coming...
    82 KB (7,390 words) - 07:19, 6 November 2024
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    Private banking (category Distribution of wealth)
    presented by those who provide such services as an exclusive subset of wealth management services, provided to particularly affluent clients. The term "private"...
    16 KB (1,763 words) - 21:25, 12 November 2024
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    Square Capital Partners CVC Capital Partners Diners Club International Morgan Stanley Wealth Management OneMain Financial Primerica The Travelers Companies...
    30 KB (3,335 words) - 02:06, 11 November 2024
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    The transaction included the bank’s credit card, personal loans, wealth management, and retail deposit businesses. The acquisition also included the...
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    for all of Citi’s Consumer businesses, including Retail Banking and Wealth Management, Credit Cards, Mortgage and Operations and Technology in 19 markets...
    22 KB (2,132 words) - 17:44, 6 October 2024
  • Hutton became part of Citigroup, and later Morgan Stanley Wealth Management, a joint venture between Morgan Stanley and Citigroup. As a result of the Subprime...
    23 KB (2,737 words) - 21:19, 16 October 2024
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    executive who is the former head of Bank of America's Global Wealth and Investment Management division and is currently the CEO and co-founder of Ellevest...
    17 KB (1,497 words) - 08:36, 15 November 2024
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    segments: Asset and Wealth Management (J.P. Morgan) Consumer and Community Banking (Chase) Commercial and Investment banking (J.P. Morgan & Chase) The company...
    177 KB (16,367 words) - 14:55, 22 November 2024
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    investment advisory firm with approximately €186 billion of assets under management and approximately €157 billion in secured commitments since inception...
    27 KB (2,418 words) - 00:49, 17 November 2024
  • an additional $160 million from Dragoneer Investment Group, Morgan Stanley Wealth Management, Sofina, Vulcan Inc. and more from Tiger Global. In February...
    45 KB (3,691 words) - 22:52, 21 October 2024
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    Square Capital Partners CVC Capital Partners Diners Club International Morgan Stanley Wealth Management OneMain Financial Primerica The Travelers Companies...
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    1907, Stillman, then the bank's chairman, intervened, along with J. P. Morgan and George Fisher Baker, in the Panic of 1907. Between 1910 and 1911, the...
    76 KB (6,837 words) - 19:45, 28 September 2024
  • Colm Kelleher (category Morgan Stanley people)
    ultimately proved successful and contributed to Morgan Stanley becoming a major player in wealth management. In December 2009, he was appointed as co-president...
    17 KB (1,362 words) - 21:00, 30 September 2024
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    Capital Management (RCM) is an independent wealth management and financial services firm, founded in 2018. The firm offers family office, asset management, and...
    17 KB (1,347 words) - 07:38, 4 June 2024
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    towards online banking and targeting its service at high net-wealth clients via its wealth hubs. In June 2004, Citibank announced that it would be incorporating...
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