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The BBT Group at Morgan Stanley
1. WEALTH MANAGEMENT
The BBT Group
at Morgan Stanley
Advisers in Global Wealth Strategies and Portfolio Management
2. The BBT Group
provides clarity
and insight to
empower their
clients’ investment
decisions.
3. Left to right: Nick Batrouney, Arjang Taylor, Margaux Dalbis, Andrew Durakovic, Chad Brendish
The BBT Group aims to set their clients on a clear financial path. Their
strategic advice is created using a collaborative approach that applies the
collective knowledge and experience of every team member. They use their
specialist insights to implement tailored investment opportunities that drive
specific investment outcomes for their clients.
To achieve the right balance between capital growth and capital protection,
the BBT Group focuses on establishing a complete understanding of their
client’s personal and financial circumstances – an understanding that can
only be uncovered through a truly personal relationship built on trust.
With that trust in place, the BBT Group believes remarkable results
are possible.
4. 4 / MORGAN STANLEY WEALTH MANAGEMENT
Your financial
success will always
be our priority
At Morgan Stanley Wealth
Management, we are dedicated to
our clients. Our focus is providing
financial advice founded on a culture
of excellence, driven by global insight
and devoted to helping clients grow
and preserve their wealth.
5. Truly personal service
The BBT Group understand the importance of building
a relationship that reflects your personal needs,
preferences and aspirations. The BBT Group will strive
to deliver results that meet your goals by utilising
Morgan Stanley’s resources in a way that assists you in
achieving your investment objectives.
Confidence that comes from
experience
In an environment of constant change, demonstrated
strength and stability are valuable assets. Morgan
Stanley globally has successfully navigated 81 years
of market cycles, continually gaining new experience,
perspective and confidence.
Clarity through simplicity
The BBT Group simplify financial complexity to help
you achieve clarity and control. They will work through
the complexity of your personal circumstances and the
abundance of investment opportunities available to
you and provide you with financial advice that is simple,
clear and targeted to your individual circumstances.
Simplicity is empowering and inspires confidence.
Success built on shared values
The BBT Group are committed to maintaining the
principles that have placed Morgan Stanley at the
forefront of financial markets since 1935. They will help
you align your investment strategy with the values that
have shaped your life and constitute the core of your
legacy.
Global resources
Whatever your financial goals are, and however you
prefer to pursue them, the BBT Group and Morgan
Stanley offers you flexibility, capability and insight to
help you achieve them. You can benefit from access to
the strategic and tactical views of our seasoned and
respected investment professionals.
You have meaningful goals.
The BBT Group can help you
achieve them.
6. 6 / MORGAN STANLEY WEALTH MANAGEMENT
Nick Batrouney
Senior Vice President
Financial Adviser
Phone: +61 3 9188 2334
Nick.Batrouney@morganstanley.com
Nick has over 22 years’ experience
in addressing the specific needs
of high net worth investors,
not-for-profit and charitable groups.
Nick focuses on domestic and
global equities and uses his
knowledge of portfolio construction,
asset allocation and ethical and
sustainable investment overlays
to tailor portfolios aligned with
clients’ goals.
Chad Brendish, CFP
Executive Director
Financial Adviser
Phone: +61 3 9188 2290
Chad.Brendish@morganstanley.com
Chad specialises in strategic
financial planning and investment
advice. He has worked within the
financial services industry for over
28 years.
Chad’s focus is on portfolio
construction and investment
management. Chad also specialises
in self-managed superannuation
funds and provides BBT clients with
strategic advice to help them reach
their financial goals.
Arjang Taylor
Vice President
Financial Adviser
Phone: +61 3 9188 2339
Arjang.Taylor@morganstanley.com
Arjang has more than 15 years’
global experience in investment
management.
Arjang specialises in tailoring multi
asset class investment solutions for
BBT clients. He honed his research
and analysis skill set in London and
applies these to the portfolios of
BBT’s high net worth investors and
not-for-profit groups.
Bachelor of Economics | ASIC
Accredited Derivatives Adviser
(level II) | Member of the Morgan
Stanley Philanthropy Committee |
Authorised to trade global equities
Certified Financial Planner | ASIC
Accredited Derivatives Adviser
(level II) | Member of the Morgan
Stanley Superannuation Policy
Committee | Authorised to trade
global equities | Member of
the Morgan Stanley Australian
Executive Committee
BA in Finance (Honours) | Member
of the Association of Chartered
Certified Accountants | Member
of the Chartered Institute for
Securities & Investment (UK) |
Member of the Morgan Stanley
Investment Solutions Advisory
Council | ASIC Accredited
Derivatives Adviser | Authorised
to trade global equities
The BBT Group
7. Andrew Durakovic
Client Service Associate
Phone: +61 3 9188 2306
Andrew.Durakovic@morganstanley.com
Andrew joined Morgan Stanley
in 2013 as a member of the
BBT Group.
Andrew focuses on trade execution
and account administration. With
a strong analytical background in
Science and Engineering, Andrew
also assists with the modelling and
reporting of client portfolios to
ensure these are managed to the
highest standard.
Bachelor of Science, University
of Melbourne | ASIC Accredited
Derivatives Adviser | Completed
accreditation courses in both
Superannuation and Margin Lending
with the Stockbrokers Association
of Australia
Hamish Head
Executive Director
State Manager, Victoria
Hamish joined Morgan Stanley
in 2011 and has worked with the
Wealth, Investment Banking, and
Institutional Equities businesses.
He draws on his deep understanding
of domestic/global financial
markets, asset allocation and
ethical/sustainable investing for not-
for-profits to help lead his advisers
in delivering world-class solutions.
Bachelor of Commerce (Electronic
Commerce Management and
Finance) | Bachelor of Arts
(Psychology) | Masters of Applied
Finance (Wealth Management and
Investment Management) | Sits on
the Wealth Management Executive
Committee | Chairs the Wealth
Management Capital Markets
Committee
Margaux Dalbis
Client Service Associate
Phone: +61 3 9188 2187
Margaux.Dalbis@morganstanley.com
Margaux joined the BBT Group at
Morgan Stanley in 2016, following
the completion of her Bachelor
of Commerce at the University of
Melbourne.
Margaux assists the team and
their valued clients with account
administration and portfolio
reporting. She is also accredited
through the Stockbrokers’
Association of Australia and focuses
on trade execution.
Bachelor of Commerce (Finance and
Marketing), University of Melbourne
8. Global strength
Morgan Stanley has a global
presence, with offices and
employees around the world,
which means we are
well-positioned to address
the increasingly global
needs of our clients.
9. Morgan Stanley was founded in 1935 and began operations in Australia more than
50 years ago. Today, it is one of the world’s largest private wealth organisations and
one of the largest global wealth managers in Australia. Globally, Morgan Stanley:
has 55,000 employees in 1,200 offices across more than 40 countries.
has 16,000 financial advisers.
manages $2 trillion in client assets.
was awarded Best Global Investment Bank
for 2015 – Euromoney.
was awarded Best Investment Bank
in Asia for 2015 – Euromoney.
was ranked number 1 in the 2016 Institutional
Investor All-Asia Research Team survey.
One of the world’s strongest
investment organisations stands
behind the BBT Group.
10. 10 / MORGAN STANLEY WEALTH MANAGEMENT
Local
expertise
In Australia, Morgan Stanley’s focus is on
providing individuals and institutions with
specialist strategic advice and then helping
implement these strategies through superior
investment execution.
By leveraging local and global resources, the BBT
Group is able to harness world class insight and
expertise, to uncover new investment opportunities
under robust risk and compliance frameworks.
• Five offices
• 550 employees nationally
• Melbourne based operations team
• 150 advisers
• Approximately 110,000 clients
• $28 billion in assets under advice
• More than $2 billion in not-for-profit assets under management
• Ranked number 1 research team in Australia/New Zealand by
Institutional Investor in their 2016 All-Asia Research Team
Figures as at July 2016
11. The BBT Group couples its
extensive knowledge and
global market experience
with a fundamental
understanding of
Australian investors
12. 12 / MORGAN STANLEY WEALTH MANAGEMENT
1
Discover
The BBT Group will discuss
your current financial
resources, time horizon
for your goals, tolerance
for risk - even how your
liabilities are structured.
If you own a business, they
also might discuss your
current banking and cash
management needs.
Financial advice steeped
in local experience and
expertise; backed
by global reach
and resources.
Your achievements reflect
substantial effort, and the BBT
Group will work just as hard on
your behalf, committing their experience
and skills to helping you achieve
your individual goals for your wealth.
Moreover, the BBT Group will support
you and your strategy with the resources
and perspective of one of the world’s
largest Wealth Management firms.
13. The BBT Group will
present a plan to help address
needs such as income and
retirement planning, asset
protection, investment
management, strategic
borrowing, wealth transfer
and business succession. They
will also recommend an asset
allocation strategy reflecting
your risk tolerance and
investment time horizon.
2
Plan
The team will work closely
with you to bring the
elements of your plan to life,
helping you to select from
specific shares, fixed income
and other securities that may
be suitable for your portfolio.
Then they will closely
monitor your portfolio.
3
Implement
You will receive a
comprehensive quarterly
performance review, helping
you track progress toward
your objectives. And when
your circumstances change,
the BBT Group will work
with you to revise your
strategy and reposition your
assets to reflect your new
needs and goals.
Review
4
15. Strategic asset allocation
• Integrate asset allocation with trust, tax and estate
planning.
• Analyse investments within legal entities and by
beneficiaries to align with estate planning goals.
Tactical asset allocation
• Seek to enhance long-term performance by taking
advantage of temporary market dislocations.
• Adjust asset class weightings relative to the
strategic asset allocation to avoid undue volatility.
• Take into account the effects of taxation and
transaction costs before any adjustments.
Portfolio construction
• Create portfolios using a combination of specialist
managers who complement one another with
minimal overlap.
• Perform “look-through” analysis on portfolio,
designed to maximise diversification.
• Establish a funding plan that reflects market
conditions, client preferences and potential tax
implications.
Investment selection
• Drawn from an open-architecture platform of
affiliated and unaffiliated investment managers
who have been vetted by a rigorous qualitative and
quantitative due diligence process.
• Investment managers are carefully evaluated in
addition to ETFs and direct investments to form
the investment universe.
• A range of ethical and ESG filters can be applied to
align the investment selection with specific client
preferences and priorities.
Performance and risk monitoring
• Periodically analyse and review manager selection
to assure adherence to style criteria.
• Perform portfolio performance review and risk
monitoring to ensure alignment to investment
strategy.
16. Our core values
• Morgan Stanley believes that capital
can work to benefit all of society.
• Morgan Stanley makes this belief a
reality by putting clients first, leading
with exceptional ideas, doing the right
thing and giving back.
17. Giving back
Morgan Stanley globally has a long history
of giving back.
• $US62.5 million corporate contributions to charitable organisations
• Awarded the Achievement in Corporate Social Responsibility
(CSR) Award 2015 – Euromoney in 2015
• More than 68,900 hours of pro bono
advice delivered to 104 non-profit
partners (as at June 2016)
• More than 300,000 volunteer
hours contributed to philanthropic
causes by Morgan Stanley
employees in 2016
18. 18 / MORGAN STANLEY WEALTH MANAGEMENT
Capabilities
With diverse skills, knowledge and
backgrounds, the BBT Group is able
to assist our clients with a wide
range of investment related issues.
The BBT Group are able to leverage
the resources of Morgan Stanley,
and our vast experience to address
any concerns you might have.
19. Investment advice
Morgan Stanley is a truly global Wealth Manager,
and the BBT Group can provide access to the right
investment solutions for each client, which may include:
• Domestic Equities
• International Equities
• Fixed Income
• Property
• Alternative Investments
• Multi-Currency Cash
Implementation
Morgan Stanley provides access to a wide range
of investment options, allowing the BBT Group to
customise your portfolio to your specific needs. The BBT
Group are able to use a variety of investment options
depending on your circumstances, aimed to both grow
and protect your wealth:
• Direct Shares
• Separately Managed Accounts (SMAs)
• Fixed Income Solutions
• Model Portfolios
• Exchange Traded Funds (ETFs)
• Managed Funds
• Multi-Currency Investment
• Foreign Exchange Lending and Hedging
• Exclusive Morgan Stanley Alternative
Investment Platform
Superannuation
Superannuation is an important element of your
investment strategy for your retirement that you can
build up during your working life. Financial advice is
important in helping you make the right decisions in a
complex superannuation environment.
Personal insurance
A sound financial plan will encompass both wealth
creation and wealth protection. Life is full of
unforeseen circumstances which can affect your plans.
Insurance may help you meet your financial goals and
obligations if you lose your ability to earn an income.
Not-for-profit advice
Morgan Stanley manages more than $2 billion across
Australia for not-for-profit organisations and charities.
The BBT Group has 20+ years’ experience advising
and managing assets for the not-for-profit sector and
helping boards and investment committees to:
• Formulate investment policies
• Understand socially responsible investment
• Understand their risk profile/criteria
• Forecast for budget and cash flow
• Apply relevant market and sector updates
to their strategies
The BBT Group specialise in
20. Begin your
journey with us
The BBT Group will be at the
centre of your relationship with
Morgan Stanley and will work with
you to achieve your goals.
www.morganstanley.com.au
Melbourne
Level 14, 120
Collins Street
Perth
Level 11,
Exchange Tower
Sydney
Level 26,
Chifley Tower
Adelaide
Level 4,
2 King William Street
Brisbane
Level 34,
71 Eagle Street
Offices across Australia
Level 14, 120 Collins Street Melbourne Victoria 3000
Email bbt@ms.com
Nick Batrouney 61 3 9188 2334
Chad Brendish 61 3 9188 2290
Arjang Taylor 61 3 9188 2339
Andrew Durakovic 61 3 9188 2306
Margaux Dalbis 61 3 9188 2187