Morgan Stanley Announces Launch of Private Markets Transaction Desk
- Companies are staying private longer, warranting the need for liquidity solutions
- New offering supports secondary trading for shareholders of private companies through an company-centric focus with concierge service
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Investors gain access to a distinct array of private market opportunities stemming from
unique ecosystem encompassing Companies, Wealth Management Clients, andMorgan Stanley 'sInstitutional Investors
Growth-stage venture-backed global companies worth over
“Alternative investments like private market shares are only growing in importance as investors seek deeper portfolio diversification,” said
The Private Markets Transaction Desk helps solve these needs through an company-centric approach. Clients who use the desk can benefit from direct support for one-off sales of private company shares. Conversely, clients intent on investing in private companies can gain access to investments not widely accessible. This offering complements the existing private investment platforms for clients offered through Morgan Stanley Wealth Management.
“As a larger percentage of capital formation and economic growth is occurring in the private markets, we aim to continue to work hand in hand with all of our clients to source and facilitate these opportunities to create lasting value,” said
The Private Market Transaction Desk is currently live and facilitating trades on behalf of clients. In addition to existing client relationships, it has established relationships with leading secondary marketplaces which can help clients gain exposure to a broader market with a focus on transaction execution quality.
“As the private markets continue to evolve and mature, there is an increased appetite among shareholders and potential investors for a trusted institution to provide access to robust liquidity solutions in the secondary markets,” said
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management is a leading financial services firm that provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement, and trust services.
About
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and
Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing.
Private equity interests may be highly illiquid, involve a high degree of risk and be subject to transfer restrictions.
Clients are responsible for complying with applicable securities laws requirements and potential issuer restrictions and should consult with third-party advisors regarding the risks of transacting in private issuer securities, including the risk of transacting in a market with little or no price transparency or liquidity.
With respect to the Private Markets Transaction Desk,
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