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The Daily Read on Semi-Liquid Funds
Sunday, August 23, 2026The Morning Brief →Sign in
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Morgan Stanley

PURCHASE, NY
CRD: 149777
In PWD coverage since August 18, 2026 · 16+ stories
$2TRegulatory AUMSEC Form ADV · Aug 21
29,481EmployeesForm ADV
2Deals on our tracker
-5Talent net · 12 months0 in · 5 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -5 · 0 arrivals · 5 departures
David D. Powell
Jul 14 · advisor move
Arrivals
None tracked.
Departures
Rob Lunn
Aug 21 · to Citi
Rob Lunn
Aug 21 · to Citigroup
Mitch Edwards
Aug 14 · to UBS
Jeff Stanley
Aug 14 · to UBS
Unnamed advisors (2)
Aug 14 · to UBS
Deal recordFull tracker →
Aug 17, 26Deal announced — coverage
Aug 17, 26Fund launch — coverage
PWD coverage
The Close

The platform talent war moves upstairs

Citi's same-day haul from MSCI, Morgan Stanley, and J.P. Morgan, plus Orion's reshuffle and Cetera's capture of Fidelity's Ed O'Brien, pushes platform leadership to the center of the distribution war.
Moves · Aug 21Citi taps MSCI's Kokolis to head platform experience
the_wrap · Aug 21SEC proposal would give semi-liquid funds one national shelf
products · Aug 20World Bank's $4 billion bond shows sustainable credit clears at scale
RIA · Aug 19Brookwood hires four partners rather than a buyer
Deals & PE · Aug 19Eagle Point commits $1.3 billion mezzanine to Anthropic data center
RIA · Aug 19Ex-Morgan Stanley advisor says firm retaliated over bias complaint
custody · Aug 19OCC returns Zerohash's trust bank charter application
practice · Aug 19A $40 million book-reassignment suit is a disability-leave warning
move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson
debt · Aug 18Nuveen closes $281M C-PACE loan, a New England record, on Boston condos
move · Aug 18A 35-day round trip shows the risk in a wirehouse transition
The Close · Aug 18Managed accounts become the private-markets front door
RIA · Aug 18Schwab and Morgan Stanley push managed accounts into awkward territory
direct_lending · Aug 18CIC Private Debt resets Victory Street CLO I at €307.5m
distribution · Aug 18Morgan Stanley adds interval and tender-offer funds to UMA
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