Best Private Bank – Equity Advisory
Morgan Stanley
Simon Sims
head of markets strategies & investments, Morgan Stanley
Being named the Best Private Bank for Equity Advisory by Asian Private Banker is a proud moment for Morgan Stanley and a testament to our clients’ trust.
In a year of shifting narratives and cross-currents, our team combined rigorous institutional research, disciplined risk management and seamless execution to help clients navigate complexity and act with conviction.
This recognition reflects the power of our integrated platform — global insight, local expertise and the partnership of bankers, advisors and product specialists across Asia. We are grateful to our clients for challenging us to raise the bar, and to our colleagues for their relentless commitment to excellence. We will continue to lead with exceptional ideas, transparent advice, best execution and outcomes that are aligned with our clients’ long-term ambitions and goals.
Winners Rationale
“Morgan Stanley’s Equity Advisory business was once again recognised as Best Private Bank – Equity Advisory for its integrated platform, research-driven insights, and strong performance in volatile markets across Asia. By combining global and regional perspectives, the team equips investors with the insights needed to navigate complex market conditions,” said Audrey Raj, editor of Asian Private Banker.
“In 2025, the firm’s commitment to high-quality research and thought leadership was reinforced when Morgan Stanley topped Extel’s Asia Research survey for the 11th consecutive year, based on feedback from 3,653 investment professionals across 365 institutions. The firm ranked #1 in equity strategy, China research, internet, technology hardware, IT services and software, highlighting its leadership in tech and AI equity research, key themes for private wealth clients in the region.
“The equity advisory team translated research into actionable recommendations during one of the most volatile market years since COVID. Despite sharp market swings triggered by global tariffs, the team guided clients through tactical opportunities in US and Chinese equities, identifying AI-driven growth, high-quality financials, and industrials as core themes. Notable initiatives included thematic stock lists covering robotics, quantum computing, and smart mobility.
“Morgan Stanley also expanded its virtual assets offering, giving clients access to crypto ETFs, US-listed options, structured notes, and OTC derivatives, all supported by a robust risk management framework. Furthermore, the bank boosted client engagement through small group events with institutional equities division traders and partnered with the Australian product desk to provide timely market updates.
“On the innovation front, GenAI technology has helped to further enhance research and insights, while clients gained access to hedging, complex executions, and block trades to manage risk and liquidity efficiently. Together, these initiatives make Morgan Stanley a clear leader in equity investment and a deserving winner of Best Private Bank – Equity Advisory.”
