Our accounting experts
are devoted to helping
you improve your
financial health.

The right financial tools and solutions can help you grow older how and where you want.

The Value of

Collaborating With You for 85 Years

For nearly a century, Morgan Stanley has been a global leader in financial services. And now with E*TRADE, you get the convenience of investing on your own along with the knowledge and insights of a trusted partner.

The Value of Our Services

The information and materials on this website are for informational purposes only. It is not a recommendation or solicitation of any offer to buy or sell any security or other financial instrument, to participate in any investment strategy, or to open any particular account type. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL COUNTRIES OR JURISDICTIONS

Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please contact a Morgan Stanley representative or Financial Advisor to understand these differences. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates, employees and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.

Accouting Firm of The Year

3 Times winner | 2012 2013 2016

Are you as good with money as you think?

Our report found many of us lack confidence around investing and saving for retirement. Find out how you compare and why smart advice helps you build a more secure financial future

How wealth management works

Pick a service to match your needs

Brewin Portfolio Service

Simple, online investing from £500. Choose from an Investment ISA, JISA or General Investment Account

Wealth Pilot

Simple financial advice and investments for those with straightforward financial planning requirements

Wealth Management

Completely personal financial advice and investment management

1762 from RBC Brewin Dolphin

A dedicated wealth advisory service for clients with complex requirements

Choose the Investment Approach That’s Right for You

From investing on your own to comprehensive financial planning, we offer a range of solutions to meet your needs.

E*TRADE FROM MORGAN STANLEY

Build your portfolio with access to easy-to-use tools, resources and help whenever you need it

CORE PORTFOLIOS

Work toward your investment goals with automated help managing your money with E*TRADE

VIRTUAL ADVISOR

Partner with Financial Advisors, by phone, to help you plan and prepare for key life stages and events

FINANCIAL ADVISOR

Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management

About Us

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