Morgan Stanley Investment Management Limited, established in 1986 and based in London, operates as a subsidiary of Morgan Stanley Investment Management Inc. The firm serves a diverse clientele, including governments, corporations, institutions, pension funds, charities, foundations, asset managers, and individual investors. It specializes in managing equity, fixed income, and balanced mutual funds, with investments spanning public equity and fixed income markets worldwide. As a privately owned investment manager, Morgan Stanley Investment Management is dedicated to delivering active management of capital, leveraging the expertise of its experienced professionals to seek superior performance across both public and private markets. The firm is committed to providing tailored investment solutions, focusing on single-sector, multi-asset, and customized strategies to meet the specific needs of its clients.
Co-Head of Tactical Value Investing and Managing Director
Sam Chainani
Managing Director and Portfolio Manager (Counterpoint Global)
Pete Chung
Managing Director
Melissa Daniels
Managing Principal
Julia DiRubbo
Virtual Engagement Associate
Lauren Pierce Flickinger
Vice President
Ryan Law
Managing Director
Robert Lee
Managing Director
Michael Miller
Executive Director
J.Timothy Morris
Managing Director and Chief Investment Officer
Vikram Raju
Managing Director and Head of the 1GT Platform, Climate Investing for the Private Credit and Equity
Steve Rodgers
Managing Director
Nash Waterman
Head of Morgan Stanley Private Equity Secondaries and Investment Committee member
Jonathan Spivak
Managing Director
Past deals in Banks
PNB Housing Finance
Post in 2024
PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.
PNB Housing Finance
Post in 2024
PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.
CSB Bank
Post in 2024
CSB Bank Limited, headquartered in Thrissur, India, is a private sector bank that provides a range of banking products and services catering to small and medium enterprises, retail customers, and NRIs. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It offers various deposit products, including current and savings accounts, term deposits, and specialized accounts for NRI customers. CSB Bank provides a wide array of loan options, such as personal, home, vehicle, education, agricultural, and gold loans, as well as working capital and commercial vehicle loans. Additionally, the bank engages in investment activities, proprietary trading, and offers services like money transfers, utility payments, and internet banking. With a network of approximately 411 branches and 300 ATMs, CSB Bank serves over one million customers across India. Established in 1920 and originally known as The Catholic Syrian Bank Limited, it rebranded to CSB Bank Limited in June 2019.
Axis Bank
Post in 2023
Axis Bank, established in 1994 and headquartered in Mumbai, India, is the third largest private sector bank in the country. The bank offers a wide range of financial products and services, including personal loans, car loans, savings accounts, credit cards, education loans, trade and forex services, and internet banking. It has expanded its international presence with eight offices located in key global financial centers, including Singapore and Dubai, and a subsidiary in London. These international offices primarily focus on corporate lending, trade finance, syndication, investment banking, and liability businesses. Over the years, Axis Bank has shown consistent growth and stable asset quality, positioning itself as a significant player in the Indian banking sector.
Thought Machine
Series D in 2022
Thought Machine is a fintech company focused on transforming core banking through innovative cloud-native technology. The company addresses the challenges posed by outdated IT infrastructure that many banks rely on, which hinders their capacity for innovation and customer service. Its primary product, Vault, is a comprehensive retail banking platform designed with a microservice API architecture that can be easily configured to meet the specific needs of various banks. By enabling banks to modernize their systems, improve user experiences, and enhance data analysis capabilities, Thought Machine aims to facilitate a significant evolution in the banking sector, fostering a more efficient and responsive financial environment.
Nubank
Post in 2022
Nubank is a prominent digital bank revolutionizing finance with its customer-centric approach. It provides a variety of services, including credit cards, personal loans, and digital payments, all accessible through a simple mobile app. Known for transparency, ease of use, and low fees, Nubank aims to empower users with innovative solutions for better financial management.
86 400
Series A in 2020
86 400 is a Australian first smartbank. One that steps up, does the right thing by its customers and puts them first.
E*TRADE
Acquisition in 2020
E*TRADE Financial Corporation is a financial services company that specializes in online brokerage and related services for individual investors, traders, and registered investment advisors. Founded in 1982 and headquartered in Arlington, Virginia, E*TRADE provides a range of products and tools designed to empower customers to manage their financial futures. Its offerings include brokerage services, automated trade execution, banking products such as sweep deposit accounts, and investment advisory services. E*TRADE also supports stock plan administrators and participants, while providing custody solutions and financial wellness services to corporate clients. The company operates through digital platforms and a network of customer service representatives, with in-person support available at 30 regional financial centers across the United States. E*TRADE aims to enhance the financial independence of its users by facilitating self-directed investments in various assets, including stocks, options, and mutual funds. As of October 2020, E*TRADE operates as a subsidiary of Morgan Stanley.
Jana Small Finance Bank
Series D in 2013
Jana Small Finance Bank Limited is a banking institution based in Bengaluru, India, that offers a range of financial products and services aimed at individuals and corporates. The bank operates through four main segments: Treasury, Corporate/Wholesale Banking, Retail Banking, and Other Banking Operations. It provides various banking services including current and savings accounts, fixed and recurring deposits, and a diverse array of loans such as home, gold, agricultural, and business loans. Additionally, Jana Small Finance Bank facilitates online banking, payment services, and debit card issuance. Originally established as Janalakshmi Financial Services in 2006, the bank rebranded in March 2018 to reflect its commitment to financial inclusion and servicing the urban underserved population in India. The institution maintains a strong focus on customer value and integrates technology to enhance its operations and scalability.
Ballista Securities
Private Equity Round in 2009
Ballista Securities, LLC is a registered broker/dealer offering the Ballista ATS, a new destination for equity option traders to execute block-sized volatility, complex multi-leg strategies and directional orders. The Ballista ATS is the result of decades of equity and options market-making experience, combined with computing technology expertise. At Ballista's core is an obsession to provide the sell-side community with a fundamentally pure mechanism for the execution of exchange-traded derivatives and an automated alternative to the slow, inefficient manual processes of phone calls and instant messages.
PNB Housing Finance
PNBHFL provides housing loans to individuals and corporate bodies for construction, purchase, repair and up-gradation of houses. It also provides loans for commercial space, loan against property and loan for purchase of residential plots.
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