the bbt group at morgan stanley

WEALTH MANAGEMENT

The BBT Group at Morgan StanleyAdvisers in Global Wealth Strategies and Portfolio Management

The BBT Group provides clarity and insight to empower their clients’ investment decisions.

Left to right: Nick Batrouney, Arjang Taylor, Margaux Dalbis, Andrew Durakovic, Chad Brendish

The BBT Group aims to set their clients on a clear financial path. Their strategic advice is created using a collaborative approach that applies the collective knowledge and experience of every team member. They use their specialist insights to implement tailored investment opportunities that drive specific investment outcomes for their clients.

To achieve the right balance between capital growth and capital protection, the BBT Group focuses on establishing a complete understanding of their client’s personal and financial circumstances – an understanding that can only be uncovered through a truly personal relationship built on trust.

With that trust in place, the BBT Group believes remarkable results are possible.

4 / MORGAN STANLEY WEALTH MANAGEMENT

Your financial success will always be our priorityAt Morgan Stanley Wealth Management, we are dedicated to our clients. Our focus is providing financial advice founded on a culture of excellence, driven by global insight and devoted to helping clients grow and preserve their wealth.

Truly personal serviceThe BBT Group understand the importance of building a relationship that reflects your personal needs, preferences and aspirations. The BBT Group will strive to deliver results that meet your goals by utilising Morgan Stanley’s resources in a way that assists you in achieving your investment objectives.

Confidence that comes from experienceIn an environment of constant change, demonstrated strength and stability are valuable assets. Morgan Stanley globally has successfully navigated 81 years of market cycles, continually gaining new experience, perspective and confidence.

Clarity through simplicity The BBT Group simplify financial complexity to help you achieve clarity and control. They will work through the complexity of your personal circumstances and the abundance of investment opportunities available to you and provide you with financial advice that is simple, clear and targeted to your individual circumstances.

Simplicity is empowering and inspires confidence.

Success built on shared valuesThe BBT Group are committed to maintaining the principles that have placed Morgan Stanley at the forefront of financial markets since 1935. They will help you align your investment strategy with the values that have shaped your life and constitute the core of your legacy.

Global resources Whatever your financial goals are, and however you prefer to pursue them, the BBT Group and Morgan Stanley offers you flexibility, capability and insight to help you achieve them. You can benefit from access to the strategic and tactical views of our seasoned and respected investment professionals.

You have meaningful goals. The BBT Group can help you achieve them.


Nick Batrouney

Senior Vice President Financial Adviser Phone: +61 3 9188 2334 [email protected]

Nick has over 22 years’ experience in addressing the specific needs of high net worth investors, not-for-profit and charitable groups.

Nick focuses on domestic and global equities and uses his knowledge of portfolio construction, asset allocation and ethical and sustainable investment overlays to tailor portfolios aligned with clients’ goals.

Chad Brendish, CFP

Executive Director Financial Adviser Phone: +61 3 9188 2290 [email protected]

Chad specialises in strategic financial planning and investment advice. He has worked within the financial services industry for over 28 years.

Chad’s focus is on portfolio construction and investment management. Chad also specialises in self-managed superannuation funds and provides BBT clients with strategic advice to help them reach their financial goals.

Arjang Taylor

Vice President Financial Adviser Phone: +61 3 9188 2339 [email protected]

Arjang has more than 15 years’ global experience in investment management.

Arjang specialises in tailoring multi asset class investment solutions for BBT clients. He honed his research and analysis skill set in London and applies these to the portfolios of BBT’s high net worth investors and not-for-profit groups.

Bachelor of Economics | ASIC Accredited Derivatives Adviser (level II) | Member of the Morgan Stanley Philanthropy Committee | Authorised to trade global equities

Certified Financial Planner | ASIC Accredited Derivatives Adviser (level II) | Member of the Morgan Stanley Superannuation Policy Committee | Authorised to trade global equities | Member of the Morgan Stanley Australian Executive Committee

BA in Finance (Honours) | Member of the Association of Chartered Certified Accountants | Member of the Chartered Institute for Securities & Investment (UK) | Member of the Morgan Stanley Investment Solutions Advisory Council | ASIC Accredited Derivatives Adviser | Authorised to trade global equities

The BBT Group

Andrew Durakovic

Client Service Associate Phone: +61 3 9188 2306 [email protected]

Andrew joined Morgan Stanley in 2013 as a member of the BBT Group.

Andrew focuses on trade execution and account administration. With a strong analytical background in Science and Engineering, Andrew also assists with the modelling and reporting of client portfolios to ensure these are managed to the highest standard.

Bachelor of Science, University of Melbourne | ASIC Accredited Derivatives Adviser | Completed accreditation courses in both Superannuation and Margin Lending with the Stockbrokers Association of Australia

Hamish Head

Executive Director State Manager, Victoria

Hamish joined Morgan Stanley in 2011 and has worked with the Wealth, Investment Banking, and Institutional Equities businesses. He draws on his deep understanding of domestic/global financial markets, asset allocation and ethical/sustainable investing for not-for-profits to help lead his advisers in delivering world-class solutions.

Bachelor of Commerce (Electronic Commerce Management and Finance) | Bachelor of Arts (Psychology) | Masters of Applied Finance (Wealth Management and Investment Management) | Sits on the Wealth Management Executive Committee | Chairs the Wealth Management Capital Markets Committee

Margaux Dalbis

Client Service Associate Phone: +61 3 9188 2187 [email protected]

Margaux joined the BBT Group at Morgan Stanley in 2016, following the completion of her Bachelor of Commerce at the University of Melbourne.

Margaux assists the team and their valued clients with account administration and portfolio reporting. She is also accredited through the Stockbrokers’ Association of Australia and focuses on trade execution.

Bachelor of Commerce (Finance and Marketing), University of Melbourne

Global strengthMorgan Stanley has a global presence, with offices and employees around the world, which means we are well-positioned to address the increasingly global needs of our clients.

Morgan Stanley was founded in 1935 and began operations in Australia more than 50 years ago. Today, it is one of the world’s largest private wealth organisations and one of the largest global wealth managers in Australia. Globally, Morgan Stanley:

has 55,000 employees in 1,200 offices across more than 40 countries.

has 16,000 financial advisers.

manages $2 trillion in client assets.

was awarded Best Global Investment Bank for 2015 – Euromoney.

was awarded Best Investment Bank in Asia for 2015 – Euromoney.

was ranked number 1 in the 2016 Institutional

Investor All-Asia Research Team survey.

One of the world’s strongest investment organisations stands

behind the BBT Group.


Local expertiseIn Australia, Morgan Stanley’s focus is on providing individuals and institutions with specialist strategic advice and then helping implement these strategies through superior investment execution.

By leveraging local and global resources, the BBT Group is able to harness world class insight and expertise, to uncover new investment opportunities under robust risk and compliance frameworks.

• Five offices • 550 employees nationally • Melbourne based operations team• 150 advisers • Approximately 110,000 clients• $28 billion in assets under advice • More than $2 billion in not-for-profit assets under management• Ranked number 1 research team in Australia/New Zealand by

Institutional Investor in their 2016 All-Asia Research Team

Figures as at July 2016

The BBT Group couples its extensive knowledge and global market experience

with a fundamental understanding of

Australian investors

Plan


1

Discover

The BBT Group will discuss your current financial resources, time horizon for your goals, tolerance for risk - even how your liabilities are structured. If you own a business, they also might discuss your current banking and cash management needs.

Financial advice steeped in local experience and expertise; backed by global reach and resources.Your achievements reflect substantial effort, and the BBT Group will work just as hard on your behalf, committing their experience and skills to helping you achieve your individual goals for your wealth. Moreover, the BBT Group will support you and your strategy with the resources and perspective of one of the world’s largest Wealth Management firms.

The BBT Group will present a plan to help address needs such as income and retirement planning, asset protection, investment management, strategic borrowing, wealth transfer and business succession. They will also recommend an asset allocation strategy reflecting your risk tolerance and investment time horizon.

2Plan

The team will work closely with you to bring the elements of your plan to life, helping you to select from specific shares, fixed income and other securities that may be suitable for your portfolio. Then they will closely monitor your portfolio.

3

Implement

You will receive a comprehensive quarterly performance review, helping you track progress toward your objectives. And when your circumstances change, the BBT Group will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.

Review4

Portfolio construction and management process

Strategic asset allocation• Integrate asset allocation with trust, tax and estate

planning.

• Analyse investments within legal entities and by beneficiaries to align with estate planning goals.

Tactical asset allocation• Seek to enhance long-term performance by taking

advantage of temporary market dislocations.

• Adjust asset class weightings relative to the strategic asset allocation to avoid undue volatility.

• Take into account the effects of taxation and transaction costs before any adjustments.

Portfolio construction• Create portfolios using a combination of specialist

managers who complement one another with minimal overlap.

• Perform “look-through” analysis on portfolio, designed to maximise diversification.

• Establish a funding plan that reflects market conditions, client preferences and potential tax implications.

Investment selection• Drawn from an open-architecture platform of

affiliated and unaffiliated investment managers who have been vetted by a rigorous qualitative and quantitative due diligence process.

• Investment managers are carefully evaluated in addition to ETFs and direct investments to form the investment universe.

• A range of ethical and ESG filters can be applied to align the investment selection with specific client preferences and priorities.

Performance and risk monitoring• Periodically analyse and review manager selection

to assure adherence to style criteria.

• Perform portfolio performance review and risk monitoring to ensure alignment to investment strategy.

Our core values• Morgan Stanley believes that capital

can work to benefit all of society.• Morgan Stanley makes this belief a

reality by putting clients first, leading with exceptional ideas, doing the right thing and giving back.

Giving backMorgan Stanley globally has a long history of giving back. • $US62.5 million corporate contributions to charitable organisations• Awarded the Achievement in Corporate Social Responsibility

(CSR) Award 2015 – Euromoney in 2015• More than 68,900 hours of pro bono

advice delivered to 104 non-profit partners (as at June 2016)

• More than 300,000 volunteer hours contributed to philanthropic causes by Morgan Stanley employees in 2016


CapabilitiesWith diverse skills, knowledge and backgrounds, the BBT Group is able to assist our clients with a wide range of investment related issues. The BBT Group are able to leverage the resources of Morgan Stanley, and our vast experience to address any concerns you might have.

Investment adviceMorgan Stanley is a truly global Wealth Manager, and the BBT Group can provide access to the right investment solutions for each client, which may include:

• Domestic Equities• International Equities • Fixed Income • Property • Alternative Investments• Multi-Currency Cash

ImplementationMorgan Stanley provides access to a wide range of investment options, allowing the BBT Group to customise your portfolio to your specific needs. The BBT Group are able to use a variety of investment options depending on your circumstances, aimed to both grow and protect your wealth:

• Direct Shares• Separately Managed Accounts (SMAs)• Fixed Income Solutions• Model Portfolios• Exchange Traded Funds (ETFs)• Managed Funds• Multi-Currency Investment• Foreign Exchange Lending and Hedging• Exclusive Morgan Stanley Alternative

Investment Platform

SuperannuationSuperannuation is an important element of your investment strategy for your retirement that you can build up during your working life. Financial advice is important in helping you make the right decisions in a complex superannuation environment.

Personal insuranceA sound financial plan will encompass both wealth creation and wealth protection. Life is full of unforeseen circumstances which can affect your plans. Insurance may help you meet your financial goals and obligations if you lose your ability to earn an income.

Not-for-profit adviceMorgan Stanley manages more than $2 billion across Australia for not-for-profit organisations and charities. The BBT Group has 20+ years’ experience advising and managing assets for the not-for-profit sector and helping boards and investment committees to:

• Formulate investment policies• Understand socially responsible investment• Understand their risk profile/criteria• Forecast for budget and cash flow• Apply relevant market and sector updates

to their strategies

The BBT Group specialise in

Begin your journey with us The BBT Group will be at the centre of your relationship with Morgan Stanley and will work with you to achieve your goals.

www.morganstanley.com.au

Melbourne Level 14, 120 Collins Street

Perth Level 11, Exchange Tower

Sydney Level 26, Chifley Tower

Adelaide Level 4, 2 King William Street

Brisbane Level 34, 71 Eagle Street

Offices across Australia

Level 14, 120 Collins Street Melbourne Victoria 3000Email [email protected]

Nick Batrouney 61 3 9188 2334

Chad Brendish 61 3 9188 2290

Arjang Taylor 61 3 9188 2339

Andrew Durakovic 61 3 9188 2306

Margaux Dalbis 61 3 9188 2187

the bbt group at morgan stanley

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