Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

2860

Morgan Stanley Smith Barney forms Graystone Consulting

RELATED TOPICS​

Morgan Stanley Smith Barney has formed Graystone Consulting to provide investment consulting advice to institutional investors and the upper-tier private wealth market.

Morgan Stanley Smith Barney has formed Graystone Consulting to provide investment consulting advice to institutional investors and the upper-tier private wealth market.

Patrick Schussman, director of Graystone Consulting, says: ‘Graystone is a distinct business that enables accomplished investment consulting teams to draw upon Morgan Stanley Smith Barney’s asset allocation and investment manager research and analytics.’

Graystone is an outgrowth of Citi Institutional Consulting, which was formed in 2006.

It is currently comprised of 30 institutional-focused teams in geographically diverse locations across North America. Each team is led by one or more institutional consulting directors who average more than 20 years of professional investment experience. Each team also includes experienced manager and technical analysts, reporting specialists, client-service professionals and support staff.

Current institutional clients include corporate retirement plans, foundations and endowments, health care organizations, state and local governments, and Taft-Hartley plans. Graystone also offers an array of consulting services to wealthy families and family offices.

‘Based on the expertise within our teams and our unsurpassed research capabilities, we are confident Graystone Consulting will continue the legacy of Citi Institutional Consulting and grow into an even more powerful presence in the investment consulting community,’ says James Tracy, director of the consulting group at Morgan Stanley Smith Barney. ‘We are especially well-prepared to deliver the advice clients need as the markets continue to recover.’

Latest News

The trading and investment platform eToro has extended its proxy voting feature to all stocks..
C8 Technologies, the London-based fintech founded by former BlueCrest Capital Management partners Mattias Eriksson and..
DWS has announced the latest development in its strategic growth push in Alternative Credit with..

Related Articles

Pension funds
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next decade, industry research reveals...
UK defined benefit (DB) pension plan sponsors could have access to GBP 1.2 trillion in surplus assets over the next..
Tim Crawmer, Payden & Rygel
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also, given that equities had a strong year last year, big funds have taken some chips off the table in equities and put them into fixed income...
Tim Crawmer and Frasat Shah of Payden & Rygel write that higher yields are attracting more demand from investors. Also,..
Lady justice
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI) strategies received glowing commendations from the Bank of England in its March report...
Top marks for the Pensions Regulator (TPR) whose efforts to improve resilience in the UK pension funds’ liability-driven investment (LDI)..
Pension funds
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition...
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by