Best Private Bank – Fund Advisory
Morgan Stanley
Best Private Bank – Fund Advisory
Christina Au-Yeung
head of investment management services, Morgan Stanley
We are delighted that Morgan Stanley has been recognised by Asian Private Banker as Best Private Bank – Fund Advisory.
Our high-conviction fund shelf is curated to achieve outcome-oriented portfolios across public and private markets, integrating research-driven insights and our institutional platform to bring differentiated opportunities to our UHNW clients. This award reflects our partnership mindset with leading managers, and most importantly, the trust our clients place in us to navigate complexity and compound wealth across cycles. We are humbled by their confidence.
We continue to raise the bar — sharpening selection, honing choice, and delivering advice that is personal, repeatable, and driven by results.
Winners Rationale
“Morgan Stanley stood out for Best Private Bank – Fund Advisory by combining strong commercial momentum with a highly differentiated, forward-looking advisory model,” said Audrey Raj, editor of Asian Private Banker. “In 2025, the firm delivered exceptional business performance, with net inflows rising nearly threefold and total fund assets reaching new highs.
“A rising penetration rate highlights the growing relevance of its fund advisory offering across Asia. This momentum is driven by a client-led, high-conviction approach, with a tightly curated product shelf underpinned by rigorous due diligence and a focus on risk-adjusted outcomes.
“This approach enables advisors to concentrate on opportunities with the strongest fundamentals and differentiation, while maintaining transparency and alignment with client objectives. The advisory framework is strengthened through collaboration with global buy-side managers, giving clients access to proprietary strategies, co-investments and institutional-style mandates.
“In 2025, the firm identified high-conviction themes across asset classes. Fixed income strategies focused on capturing yield and diversification through credit dislocations and structured credit with downside protection. Equity priorities focused on resilient quality companies suited to slower growth, financials positioned to benefit from macro tailwinds, renewed opportunities in biotechnology driven by AI-enabled innovation, and China’s early recovery.
“In alternatives, the emphasis was on real assets for hedging and diversification, alongside systematic and quantitative strategies. Innovation also played a central role. Morgan Stanley launched new platforms offering externally advised best ideas, exclusive regional strategies and dedicated virtual asset capabilities, supported by generative AI enhancements that strengthen onboarding, due diligence, portfolio analysis and advisory insights.
“Together, strong growth in its funds business, disciplined advisory, institutional access and technology-driven innovation set Morgan Stanley apart as a clear leader in fund advisory and a deserving winner of Best Private Bank – Fund Advisory.”
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