Curmi & Partners will this evening be hosting an event with Morgan Stanley to explore wealth management opportunities in Malta.
As at March 31, 2012, Morgan Stanley’s global wealth management group had $1.7 trillion in client assets
David Curmi, managing director of Curmi & Partners said: “In light of the challenging investment environment, it has become very clear to us that wealth management clients are increasingly demanding global investment insight and thought leadership. Morgan Stanley is an industry leader in this area and we are very pleased to be working alongside them to set new standards of investment strategies for our clients.”
Pavlos Bailas, managing director and Head of Morgan Stanley Private Wealth Management in Europe, the Middle East and Africa said: “Malta is becoming an important wealth management centre for an increasingly large population of companies and individuals and so we are pleased to be working with an experienced local firm like Curmi & Partners to deliver focused investment insight to the wealth management market.”
Morgan Stanley is a global financial services company that, through its subsidiaries and affiliates, provides its products and services to a range of clients and customers, including corporations, governments, financial institutions and individuals.
The company operates in three segments: institutional securities, global wealth management group and asset management.
The company provides financial advisory and capital-raising services to a group of corporate and other institutional clients worldwide. As at March 31, 2012, the company’s global wealth management group had $1.7 trillion in client assets, making it one of the largest wealth managers globally.
Curmi & Partners is one of the longest established wealth managers in Malta. Established in 1978, today it provides investment solutions to its array of institutional and private clients focusing on equity, fixed income and fund solutions. Curmi & Partners clients will now have the additional benefit of Morgan Stanley’s technical expertise, including the firm’s award winning research, as well as their global investment insight.
Wealth Management is one of Malta’s fast growing sectors as a result of its competitive advantages in this area including a flexible legal system that has created numerous different investment vehicles and structures with contracts drawn up in English, a strong and well regulated industry, a robust banking system and professional legal and accounting service providers.