My Story and Services

Alex Gmelig provides strategic investment advice to high-net-worth individuals and families, with a particular focus on those who have experienced, or are preparing for, a significant liquidity event.

Working within a team of three advisers supported by dedicated client service professionals, Alex's practice draws on a broad depth of experience across all asset classes. This collaborative approach enables the team to deliver well-rounded, institutional-quality investment insights and portfolio solutions.

With a background in institutional equity markets and private wealth, Alex brings a deep understanding of both the opportunities and complexities that arise when transitioning from business ownership to long-term investing. His clients often include individuals following business sales, inheritance events or legal settlements, where thoughtful planning and disciplined execution are critical.

At the core of Alex's approach is the development of a robust Investment Policy Statement, establishing a clear governance framework for how wealth is to be managed. From this foundation, he constructs tailored portfolios aligned to each client's long-term objectives, balancing capital growth, income generation and capital preservation.

Alex leverages the global resources and intellectual capital of Morgan Stanley to deliver sophisticated investment solutions, with a focus on preserving and growing wealth across generations.

Services Include
  • High Net Worth Investing
  • Portfolio Management
  • Philanthropic Management
  • Investment Implementation
  • Structured Products
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.

You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.

Location

101 Collins Street
Melbourne, VIC 3000
AU
Direct:
0403 193 7820403 193 782
Wealth Management
Global Investment Office

Portfolio Insights

Read More about On the Markets
Read "On the Markets"
Ready to start a conversation? Contact Alex Gmelig - Morgan Stanley Financial Adviser today.
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