The US investment bank is expanding its structured solutions offering for RIAs and family offices as advisors seek ways to manage concentrated stock positions, generate income and incorporate defined outcomes into broader portfolios.
The rise of concentrated equity positions among wealthy investors is creating new opportunities for structured solutions, according to Morgan Stanley, which has launched an integrated coverage model aimed at better serving registered investment advisors (RIAs) and family offices. Historically, many of the largest RIAs had separate relationships across Morgan Stanley - Lou Mandia Earlier this year, the firm introduced its Integrated Firm for RIAs and Family Offices initiative, bringing togeth