Phone:
(02) 9775 2041(02) 9775 2041
Rob and James at Morgan Stanley
Direct:
(02) 9775 2644(02) 9775 2644
Our Mission Statement
To help highly affluent clients maximise the benefits of wealth for themselves, their families and their chosen causes.
Our Story and Services
We are an advice team with over 30 years’ combined experience of working with an elite group of families and individuals.
Our clients have often worked long and hard to achieve considerable wealth. Managing that wealth and the complexity that often accompanies it is something we excel at. Our aim is to help clients protect their wealth, simplify their financial arrangements and create clear plans to achieve their ambitions.
We start by getting to know the family’s unique circumstances and wishes for the future. Often, we’ll meet with both the parents and older children to understand the family dynamics and preparedness for inherited wealth. We help them make well-informed decisions about sophisticated issues involving estate planning, intergenerational wealth and, often, philanthropy.
Before recommending any investments, we work closely with the family’s other advisers, such as accountants, lawyers and tax specialists to ensure appropriate wealth structures are in place.
Only then do we provide a range of suitable investment options for clients to consider.
We manage portfolios rigorously, ensuring investments are aligned with the client’s strategy and risk parameters. Morgan Stanley’s global research and monitoring resources play a key role in this – helping to ensure investments stay relevant and appropriate.
Our clients have often worked long and hard to achieve considerable wealth. Managing that wealth and the complexity that often accompanies it is something we excel at. Our aim is to help clients protect their wealth, simplify their financial arrangements and create clear plans to achieve their ambitions.
We start by getting to know the family’s unique circumstances and wishes for the future. Often, we’ll meet with both the parents and older children to understand the family dynamics and preparedness for inherited wealth. We help them make well-informed decisions about sophisticated issues involving estate planning, intergenerational wealth and, often, philanthropy.
Before recommending any investments, we work closely with the family’s other advisers, such as accountants, lawyers and tax specialists to ensure appropriate wealth structures are in place.
Only then do we provide a range of suitable investment options for clients to consider.
We manage portfolios rigorously, ensuring investments are aligned with the client’s strategy and risk parameters. Morgan Stanley’s global research and monitoring resources play a key role in this – helping to ensure investments stay relevant and appropriate.
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.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Our Clients
High net worth families and family offices. Often dealing with complex wealth scenarios.
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2644(02) 9775 2644
Meet Rob and James at Morgan Stanley
Phone:
(02) 9775 2030(02) 9775 2030
High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
Article Image
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
Article Image
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
Article Image
Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
Article Image
Ready to start a conversation? Contact Rob and James at Morgan Stanley today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.