Awards for Distinction 2020 – Best Private Bank – Equity Advisory

Best Private Bank Equity Advisory


Morgan Stanley
Private Wealth Management Asia

Best Private Bank – Equity Advisory

Simon Sims

head of Markets Strategies & Investments, Private Wealth Management Asia, Morgan Stanley

“We much appreciate having been named Best Private Bank – Equity Advisory for the second time in three years. Asian Private Banker’s recognition of Morgan Stanley’s strong global equity franchise is a testament to the quality and breadth of our capabilities that the PWM Asia clients continue to exploit and benefit from.

2020 witnessed unprecedented market activity, highlighting the critical role our top-ranked research platform has in guiding and navigating clients through evolving financial conditions. In partnership with Research, the platform keeps innovating to deliver alpha generating content, enabling our product specialists to develop bespoke and timely solutions for clients across various derivative and cash instruments. We are confident this will go from strength to strength.”

Winners rationale

Smooth seas don’t make skilful sailors. The team at Morgan Stanley Private Wealth Management proved that in 2020.

The team’s platform was stress-tested under multiple scenarios on a global scale. The business withstood the demands and continued to gain market share, while retaining the top institutional equity position on the street on account of the team’s comprehensive and swift solutions offered to clients.

Its Investment Counsellor (IC) team offered tailor-made solutions by providing liquidity management solutions to clients.

This included adding people specialised in foreign exchange, which in turn helped drive revenue.

The introduction of an IC function into the private bank improved the service offering to clients and sales teams, allowing Morgan Stanley to provide a tailored product expertise and support, and increasing revenue penetration.

The team successfully navigated the pandemic and domestic disruptions in Hong Kong, overcoming difficulties by focusing on client needs and implementing not only flexible work-from-home (WFH) arrangements but also providing employees with full infrastructure capabilities, so that they could meet client needs.

A robust suite of corporate access products that included cross divisional collaborations with Institutional Equity Division (IED), research, fixed income, IT, etc., along with virtual conferences, summits, and seminars covering every sector (including EV Battery, online education, leisure and travel, video gaming, Asia fintech etc) made sure clients were on the ball when it came to investing.

Morgan Stanley bettered its advisory service by offering global webcasts with internal research thought leaders, as well as differentiated external expert panels to monetise these events using various cross product offerings and increase revenue opportunities and elevate the overall integrated platform.

For the ability to improve its offerings while successfully keeping the “lights on” and offering a 24-hour equity trade execution service during a testing time for clients, Morgan Stanley wins the Asian Private Banker’s Best Private Bank – Equity Advisory award for 2021.

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