Awards for Distinction 2023 – Best Private Bank – Wealth Planning

Best Private Bank Wealth Planning


J.P. Morgan Private Bank

Best Private Bank – Wealth Planning

Felicia Law

Asia head of wealth advisory
JP Morgan Private Bank

It is truly an honour to receive The Best Private Bank for Wealth Planning award.

Through our diverse wealth advisory team, consisting of trained lawyers, tax advisors and accountants, we help our clients navigate a complex global environment on a broad spectrum of wealth planning issues.

Primarily, we advise families and family offices anticipating or managing a transition to figure out the best way forward by leveraging best practices across our global network and local expertise to deliver the best-in-class and practical advice to families in Asia and around the world.

What was behind the judges’ decision?

  • JP Morgan Private Bank leverages its one-bank proposition and global connectivity to help clients with their multijurisdictional needs. In wealth planning, the bank demonstrated how its holistic wealth planning services, from trusts to insurance, help its global family office with wealth and succession planning, and next-generation needs
  • The judging panel is also convinced that JP Morgan Private Bank has one of the largest trust businesses in the market, while also partnering with third-party providers on the service. In 2023, the bank successfully helped a large Taiwanese family to start succession planning based on the bank’s customised solution
  • As philanthropy becomes a core focus for many clients, JP Morgan Private Bank is helping clients to make a positive impact. The bank leverages an endowment model of investing to help its single-family office clients meet their philanthropic commitments, regardless of how markets perform

What we said

“JP Morgan Private Bank is known as a leading private bank due to the strong breadth and depth of its holistic offerings. In family office and wealth planning services, JP Morgan Private Bank in Asia is armed a market-leading specialists with expertise in succession planning to trusts to legacy protection and philanthropy, to truly deliver the best wealth planning experience for its clients,” said Carly Lau, senior reporter, Asian Private Banker.

“Leveraging JP Morgan’s global connectivity and one-bank solution, JP Morgan Private Bank in Asia can connect its clients with multi-jurisdictional needs to its global specialists on different wealth planning topics, such as trust structuring, insurance, and real estate needs.

“For these reasons, Asian Private Banker would like to congratulate everyone at JP Morgan Private Bank on their welldeserved success at the 13th Awards for Distinction as Best Private Bank for Wealth Planning.”

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