Morgan has been active in the Middle East since the 1970s and established Morgan Saudi Arabia in 2007 and started operations on 26th of May 2007. The combination of local market knowledge and international perspective and access enables the firm to assist clients with a broad range of products and services in the region, including:
Sales and Trading
Morgan Saudi Arabia is a leading broker on the Saudi Stock Exchange with a dedicated team of equity sales personnel, sales traders and traders based in Riyadh, who service both global and local equity investors. We execute transactions in cash equity and equity-derivative products for global and local institutional clients. These products include cash equity shares, P-notes and Swaps . In addition, we take a global perspective on finding solutions for our clients, working across geographic boundaries to share macro insight as well as access to a wider range of products including Fixed Income, FX, Commodity and Credit.
Morgan Saudi Arabia was the first investment bank to successfully execute a Swap transaction on behalf of a non-resident foreign investor, giving qualified clients outside the Kingdom access to companies listed on the Tadawul.
Our track record, local market knowledge and presence uniquely positions us to help clients with both access and execution to the growing Saudi equities market.
Investment Banking
Morgan Saudi Arabia's investment banking division devises and executes innovative, customized solutions and transactions for our clients' most challenging strategic issues. Our comprehensive domestic and international range of services include mergers and acquisitions, divestitures, mergers, joint ventures, corporate restructurings, recapitalizations, spin-offs, exchange offers, leveraged buyouts, takeover defenses as well as shareholder relations. We also originate, structure and execute public and private placement of a variety of securities: equities, investment-grade and non-investment-grade debt and related products. Morgan applies its extensive experience across global industries, regions and banking products to meet clients' short- and long-term strategic objectives.
By providing first-class advisory and corporate finance services, we have earned leading roles in historic transactions.
Investment Management
Morgan Saudi Arabia's investment management team offers global asset management products and services in equity, fixed income, liquidity and alternative investments to our clients. At Morgan we have a long and successful track record of meeting the needs of and serving clients in Saudi Arabia. The establishment of the investment management department in Saudi Arabia underscores our long term commitment to facilitating our clients in achieving their investment goals and objectives.
Globally, Morgan Investment Management manages approximately $1.3 trillion in assets1 and has 40+ years of experience in managing multi-asset portfolios, with specific experience of Saudi institutional clients. In addition, our dedicated investment team based in Riyadh has developed a strong and successful track record in Saudi equities. For our investors, we have generated attractive investment returns through various discretionary portfolios as well as our flagship product, the Morgan Saudi Equity Fund, which was launched in Jan 2009.
Morgan Saudi Arabia is the fund management company of Morgan Saudi Equity Fund. Further information relating to this fund can be found at: www.morganstanley.com/im/saudi.
Regulatory Documentation & Licenses
Morgan Saudi Arabia
Al Rashid Tower, Floor 10
7931, King Saud Street
Al Sulimaniyah District
PO Box 66633
Riyadh 12621
Saudi Arabia
For media inquiries, send email to Media Inquiries
Morgan Saudi Arabia is registered with the Capital Market Authority Saudi Arabia under license number 06044‐37 issued on 17 June 2007 and has a paid up capital of SAR 245,500,000
It is a subsidiary of Morgan and its shareholders are:
Morgan Middle East Inc (99%)
MS. 10020 Inc (0.25%)
Morgan International Holding Inc (0.50%)
MSL Incorporated (0.25%)
Morgan Saudi Arabia is authorized to do the following licensed activities in Saudi Arabia
Dealing
Managing
Arranging
Advising
Custody
Morgan Saudi Arabia Commercial Registration
Morgan Saudi Arabia MISA license
Rasan Information Technology Company’s Supplementary Prospectus
Rasan Information Technology Company’s Prospectus
Rasan Information Technology Company’s Red Herring Prospectus
Announcement of Rasan Information Technology Company’s Intention to Float on the Saudi Exchange’s Main Market
Saudi Aramco Base Oil Company – Luberef’s Final Prospectus
Announcement of the final price for the initial public offering of Saudi Aramco Base Oil Company - Luberef
Announcement of the Price Range and start of Institutional Book-building period for the initial public offering of Saudi Aramco Base Oil Company - Luberef
Announcement of Saudi Aramco Base Oil Company - Luberef intention to proceed with an initial public offering and listing on the Main Market of the Saudi Exchange
Americana Restaurants International PLC Final UAE Prospectus
Americana Restaurants International PLC Final KSA Supplementary Prospectus
Announcement of the final price of Americana Restaurants International PLC’s Initial Public Offering on Abu Dhabi Securities Exchange and the Saudi Exchange and Update to the IPO Timetable
Americana Restaurants International PLC announces the Offering Price Range, Commencement of Institutional Book-Building Period and Retail Subscription Period
Announcement of Americana Restaurants International PLC to proceed with an Initial Public Offering and to list its shares for trading on the Saudi Stock Exchange and the Abu Dhabi Securities Exchange through a concurrent dual listing
Announcement in Connection with the Completion of the Book Building Process in Relation to the Sale of a 10% Stake in Saudi Tadawul Group Holding Company and Setting of the Final Price at SAR 191 per share
Announcement in Connection with the Launch of the Accelerated Bookbuild Offering to Sell Part of the Public Investment Fund’s Stake in Saudi Tadawul Group Holding Company
The Public Investment Fund and Saudi Telecom Company (stc) announce the final offer price for the secondary public offering at SAR 100 per share
stc's secondary public offering Prospectus
Public Investment Fund and stc announce the launch of a secondary public offering of stc’s shares
Arabian Internet and Communications Services Company (solutions by stc) announces the IPO Final Offer Price
Arabian Internet and Communications Services Company (solutions by stc) announces the Offering Price Range and Commencement of Institutional Book-Building
Arabian Internet and Communications Services Company’s (solutions by stc) prospectus
Arabian Internet and Communications Services Company (solutions by stc) announces its intention to list on the Main Market Saudi Exchange
Saudi Aramco’s Prospectus
Saudi Aramco's Announcement of Final Offer Price
Arabian Centres Company Announcement of Completion of IPO
Arabian Centres Company’s Prospectus
Arabian Centres Company Announcement of Final Offer Price
1 As of September 30, 2022. AUM includes all discretionary and non-discretionary assets of Morgan Investment Management (MSIM) and all advisory affiliates. MSIM Fund of Fund assets represent assets under management and assets under supervision. MSIM direct private investing assets represents the basis on which the firm earns management fees, not the market value of the assets owned.