Your SlideShare is downloading. ×
Morgan Stanley - Shawn Riegsecker
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Morgan Stanley - Shawn Riegsecker

619

Published on

0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
619
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
3
Comments
0
Likes
1
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. “ Wealth Management Series”
  • 2. Morgan Stanley | Objective “ Become the first choice for affluent and high net worth customers who will value and pay for what Morgan Stanley, as a firm , has to offer” - Individual Investor Group Mission Statement 2004 All information in this slide is owned and copyrighted to Morgan Stanley, 1/28/2004
  • 3. Morgan Stanley | Organized Around Clients Individual Investor Group Client Coverage Client Solutions Client Support
    • Investment Reps
    • Wealth Advisors
    • Financial Advisors
    • Client Service Associates
    • Segment Advocates
    • Investment Strategy
    • Products (O&O)
    • Marketing
    • Technology
    • Operations
    All information in this slide is owned and copyrighted to Morgan Stanley, 1/28/2004 Our Challenge: support these divisions
  • 4. Segmented Client Coverage Model CSAs/Lower Cost Model <$100k Mass Affluent Financial Advisors $100k-$1MM Affluent Wealth Advisors/Financial Advisors $1MM-$10MM HNW Investment Representatives/Wealth Advisors $10MM-$20MM UHNW/HNW Overlap Investment Representatives $20MM+ UHNW Coverage Investable Assets Segment
  • 5. Gold, Platinum and Blue Households (HNW, Affluent) Target Audience: Investable Assets - $250k+ Selection Criteria: 1.5MM+ Uniques, 150+ Index Copyright Nielsen//NetRatings @plan, Spring 2004 Release
  • 6. CIMS v10 Intelliquest Study: Offline vs. Online
  • 7. Wealth Management Series
  • 8. Wealth Management Series: Goals/Objectives
    • Create relevant and diversified content for the Gold and Platinum Households
      • Key Areas: Retirement and Trust Planning, Transfer of Generational Assets, Portfolio Diversification, International Investing, Mutual Funds, etcetera*
    • Allow Morgan Stanley to “own” 100% of all advertising units in section (always able to find/see their ads)
    • Morgan Stanley messaging tailored to Gold/Platinum HHs
  • 9. Wealth Management Series: Visualization Intro Message Position Ownership Series Promotion
  • 10. Wealth Management Series: Program Contents
    • 16-week Wealth Management Series beginning July 1, 2004
    • Exclusive Sponsorship of Wealth Management Series
    • Co-branded RON ad units promoting Series, showcasing Morgan Stanley name & logo
    • Introductory Message and synched Skyscraper & Header units to Front Page served during/start of Series
    • Content Plus Wealth Management Targeting : Morgan Stanley advertisement will follow the user once they click editorial feature and throughout the rest of the site through a “Surround Session” type of target
    • Exclusive advertising throughout Editorial Feature. Ability to utilize Rich Media or Streaming Video at no additional charge
    • Exclusive advertiser on email newsletters promoting Editorial Feature
  • 11. Message from CEO &quot;CBS MarketWatch is a global leader in creating and delivering financial information that people rely on to help them invest wisely. We look forward to this opportunity with Morgan Stanley.” – Larry Kramer, Chairman & CEO
  • 12. Feedback/Next Steps/Timeline thank you Shawn Riegsecker [email_address] 312.642.7507

×