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Morgan Stanley - Shawn Riegsecker


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Morgan Stanley - Shawn Riegsecker

  1. 1. “ Wealth Management Series”
  2. 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. 3. Morgan Stanley | Organized Around Clients Individual Investor Group Client Coverage Client Solutions Client Support <ul><li>Investment Reps </li></ul><ul><li>Wealth Advisors </li></ul><ul><li>Financial Advisors </li></ul><ul><li>Client Service Associates </li></ul><ul><li>Segment Advocates </li></ul><ul><li>Investment Strategy </li></ul><ul><li>Products (O&O) </li></ul><ul><li>Marketing </li></ul><ul><li>Technology </li></ul><ul><li>Operations </li></ul>All information in this slide is owned and copyrighted to Morgan Stanley, 1/28/2004 Our Challenge: support these divisions
  4. 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. 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. 6. CIMS v10 Intelliquest Study: Offline vs. Online
  7. 7. Wealth Management Series
  8. 8. Wealth Management Series: Goals/Objectives <ul><li>Create relevant and diversified content for the Gold and Platinum Households </li></ul><ul><ul><li>Key Areas: Retirement and Trust Planning, Transfer of Generational Assets, Portfolio Diversification, International Investing, Mutual Funds, etcetera* </li></ul></ul><ul><li>Allow Morgan Stanley to “own” 100% of all advertising units in section (always able to find/see their ads) </li></ul><ul><li>Morgan Stanley messaging tailored to Gold/Platinum HHs </li></ul>
  9. 9. Wealth Management Series: Visualization Intro Message Position Ownership Series Promotion
  10. 10. Wealth Management Series: Program Contents <ul><li>16-week Wealth Management Series beginning July 1, 2004 </li></ul><ul><li>Exclusive Sponsorship of Wealth Management Series </li></ul><ul><li>Co-branded RON ad units promoting Series, showcasing Morgan Stanley name & logo </li></ul><ul><li>Introductory Message and synched Skyscraper & Header units to Front Page served during/start of Series </li></ul><ul><li>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 </li></ul><ul><li>Exclusive advertising throughout Editorial Feature. Ability to utilize Rich Media or Streaming Video at no additional charge </li></ul><ul><li>Exclusive advertiser on email newsletters promoting Editorial Feature </li></ul>
  11. 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. 12. Feedback/Next Steps/Timeline thank you Shawn Riegsecker [email_address] 312.642.7507