摩根士丹利财富管理部门负责人Andy Saperstein在2022年告诉投资者,应该预期每三年左右就会增加约1万亿美元的净新增资产。时任公司首席执行官、财富管理战略的设计者James Gorman不久后在一次备受关注的战略更新中正式确立了这一目标。
但摩根士丹利距离目标还差得远。
摩根士丹利周四宣布,去年其财富管理业务带来2520亿美元的净新增资产。这低于2023年的2820亿美元和2022年的3110亿美元。
要在截至2025年的三年内实现1万亿美元的目标,该公司今年必须增加4660亿美元的净新增资产,较去年增长85%。
责任编辑:李桐
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