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Morgan Stanley

August 18, 2017

The burgeoning number of young investors looking to create positive impact along with profits are being encouraged to “do their homework” as so-called “impact investing” becomes more mainstream.

The burgeoning number of young investors looking to create positive impact along with profits are being encouraged to “do their homework” as so-called “impact investing” becomes more mainstream.

New research by Morgan Stanley’s Institute for Sustainable Investing shows millennials are driving the $9 trillion sustainable investment market, and are twice as likely as other investors to put money into companies and funds targeting social or environmental goals.

September 20, 2016

Ultra high net worth families are faced with an ongoing series of highly complex, multigenerational wealth management challenges. CampdenFB explores the latest research.

July 7, 2016

As Risk and Return in Latin America is published, John Moore, chairman of Morgan Stanley’s Latin American business, highlights the factors that can influence how families manage their wealth

As Risk and Return in Latin America is published, John Moore, chairman of Morgan Stanley’s Latin American business, highlights the factors that can influence how families manage their wealth

CampdenFB (FB):What can Latin American families gain from opening a family office?

July 7, 2016

The growing number of Latin American ultra-high net worth families and an increasing international focus as the next generation go abroad for education, mean Latin America’s wealthy are re-balancing risk and returns, locally and offshore. 

The growing number of Latin American ultra-high net worth families and an increasing international focus as the next generation go abroad for education, mean Latin America’s wealthy are re-balancing risk and returns, locally and offshore.

Although Chilean businessman Andrónico Luksic Abaroa’s life did not quite qualify as a rags-to-riches tale – as a youngster he attended the Sorbonne, albeit briefly – his wealth was self-made.

April 7, 2016

Morgan Stanley and Campden Wealth research on ultra-high-net-worth families in North America highlights the benefits of formal procedures when deciding on investments

Relationships within families can be strengthened by wealth decision-making, especially when formal procedures are in place, research suggests. 

The newly released study by Campden Wealth and Morgan Stanley, Family Decision-Making, found that 44% of members of ultra-high net worth (UHNW) families thought that decision-making had a positive effect on family relationships, while just 19% suggested it had a negative effect.

August 28, 2015

From impact investing to technology, young investors’ allocation appetite to how they are engaging with advisers everything is changing. Eric Benedict, head of Morgan Stanley Private Wealth Management, tells CampdenFO some of the major trends he’s spotting among his clients

From impact investing to technology, young investors’ allocation appetite to how they are engaging with advisers everything is changing. Eric Benedict, head of Morgan Stanley Private Wealth Management, tells CampdenFO some of the major trends he’s spotting among his clients

C. What are some of the interesting new areas and themes for younger investors to research and consider investing in?

August 7, 2015

Generational demographics mean the world is on the cusp of the largest wealth transfer in history. So how prepared do next-generation inheritors feel for this event?

Planning for a smooth succession to the next generation is one of the biggest challenges facing any family of substantial wealth.

There are a host of issues at play, such as how to discuss family wealth with next gens, what education they need to allow them to manage their inheritance, and the relationships between family advisers.

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