Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve.
Advisers can select from a range of products and services that align with their specific business and client needs. Listening to you is key to determining how we enhance our products and services. Robust and continuous feedback loops allow us to hear directly from you, and we turn those insights into proposition enhancements.
Our products and services are underpinned by a program of insights and tools delivered to support advisers and their client interactions.

We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees.

Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.

And our unique fee structure ensures we remain driven to deliver long-term returns.