Wealth Management — Investment banking
Business Segments · Investment bankingMorgan Stanley Wealth Management — Investment banking increased by 9.3% to $223.00M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 31.2%, from $170.00M to $223.00M. Over 4 years (FY 2021 to FY 2025), Wealth Management — Investment banking shows relatively stable performance with a -1.9% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2016
Last reportedQ4 2025
Rolls up toInvestment banking fees
How to read this metric
Growth indicates successful cross-selling and deepening relationships with high-net-worth clients.
Detailed definition
Revenue generated from investment banking activities, such as underwriting and advisory services, specifically attribute...
Peer comparison
A key differentiator for integrated financial firms that combine wealth management with investment banking.
Metric ID:
ms_segment_wm_investment_bankingHistorical Data
19 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $203.00M | $186.00M | $182.00M | $143.00M | $97.00M | $114.00M | $84.00M | $104.00M | $109.00M | $126.00M | $115.00M | $166.00M | $150.00M | $167.00M | $170.00M | $190.00M | $143.00M | $204.00M | $223.00M |
| QoQ Change | — | -8.4% | -2.2% | -21.4% | -32.2% | +17.5% | -26.3% | +23.8% | +4.8% | +15.6% | -8.7% | +44.3% | -9.6% | +11.3% | +1.8% | +11.8% | -24.7% | +42.7% | +9.3% |
| YoY Change | — | — | — | — | -52.2% | -38.7% | -53.8% | -27.3% | +12.4% | +10.5% | +36.9% | +59.6% | +37.6% | +32.5% | +47.8% | +14.5% | -4.7% | +22.2% | +31.2% |
Range$84.00M – $223.00M
CAGR+2.1%
Avg YoY Growth+8.6%
Median YoY Growth+14.5%
Current Streak2 quarters growth
Similar Metrics at Other Companies
Frequently Asked Questions
- What is Morgan Stanley's wealth management — investment banking?
- Morgan Stanley (MS) reported wealth management — investment banking of $223.00M in Q4 2025.
- How has Morgan Stanley's wealth management — investment banking changed year-over-year?
- Morgan Stanley's wealth management — investment banking increased by 31.2% year-over-year, from $170.00M to $223.00M.
- What is the long-term trend for Morgan Stanley's wealth management — investment banking?
- Over 4 years (2021 to 2025), Morgan Stanley's wealth management — investment banking has grown at a -1.9% compound annual growth rate (CAGR), from $822.00M to $760.00M.
- What does wealth management — investment banking mean?
- Revenue earned from investment banking services provided to wealth management clients.