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Morgan Stanley forced Frasers off books with $1 billion margin call, court told

Published 02/21/2024, 09:59 AM
Updated 02/21/2024, 04:56 PM
© Reuters. FILE PHOTO: The logo for Morgan Stanley is seen on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 3, 2021. REUTERS/Andrew Kelly/File Photo
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By Kirstin Ridley

LONDON (Reuters) -Morgan Stanley used an "unrealistic" and "inappropriate" near $1.0 billion margin call to force trades held by retail tycoon Mike Ashley's Frasers group off its books partly out of snobbery, London's High Court was told on Wednesday.

Ashley, whose fortune is estimated by Forbes to be worth $5.2 billion, told the first day of a two-week trial that the demand for collateral by the Wall Street bank, that had spurned him as a client three years ago, had left him in "total shock".

"It was like a nuclear bomb hitting Slough (a town in England)," he told the court.

Frasers is suing Morgan Stanley for about 47 million euros ($51 million) over alleged costs and lost trading profits after the bank imposed the margin call - security to cover possible losses - on the retailer's trading position in German fashion group Hugo Boss in May 25, 2021.

Adrian Beltrami, a lawyer for Frasers, said the bank changed the purpose of its $915 million margin call on May 28, 2021, after discovering that Frasers stood behind trades held by its client, Denmark's Saxo Bank.

Frasers, which says Morgan Stanley's staff saw Ashley as an "upstart" with "zero respect to the norms of the way in which we do business", alleges the decision was capricious, in breach of market practice and designed to force it to close or move its positions and cause it harm.

Morgan Stanley dismisses the claim as contrived and without merit. It says it had no contractual relationship with Frasers, only with Saxo, and alleges a margin call based on a potential 400% rise in Boss shares was designed to ensure it was properly protected from exposure to stock market bets.

The bank also brushed aside allegations of any vendetta against Ashley. It said the bank staff were horrified at the size of the Boss position at a time of heightened concern about large positions in single stocks.

"Holy crap ... we haven't seen anything this big for them (Saxo) before ... this is exactly the type of concentration we need to be worried about," Greg Basso, from the bank's counterparty risk division, told an internal call on May 24 - before Saxo revealed its client's identity - the court heard.

Camilla Bingham, representing the bank, said Morgan Stanley could have "exercised the nuclear right" to force the Boss position to be closed out when the margin was not fully paid, but instead tried to resolve the problem with Saxo.

The margin call came two months after the collapse of family office Archegos Capital, in which Morgan Stanley lost $911 million.

© Reuters. FILE PHOTO: The logo for Morgan Stanley is seen on the trading floor at the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S., August 3, 2021. REUTERS/Andrew Kelly/File Photo

Saxo and Frasers, which eventually transferred its trades, have settled their case separately.

($1 = 0.9264 euros)

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