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You are here: Home / Archives for Shelley O’Conner

Morgan Stanley’s Latam wealth clients now need minimum of USD 500,000

August 22, 2015 by LAM Research
Morgan Stanley’s Latam wealth clients now need minimum of USD 500,000

Morgan said that clients with less than the USD 500,000 minimum will be serviced through an international call center, beginning in January 2016.

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Filed Under: News and Trends, Private, Region Tagged With: Advisory, Brokers, Greg Fleming, HNW, Morgan Stanley, Private Banking, Shelley O'Conner, UHNW, wealth management

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