Best Private Bank Alternative Advisory
J.P. Morgan Private Bank
Best Private Bank – Alternative Advisory
Albert Yang
Asia head of alternative investments
“We are delighted to have been awarded the Best Private Bank for Alternative Advisory. This accolade is a testament to the strength and depth of our teams, as well as our unwavering commitment to providing first-class client service while consistently upholding the highest standards of integrity.
“Our success is driven by rigorous due diligence and a steadfast commitment to transparency. At J.P. Morgan, we strategically prioritise innovative solutions to articulate our investment perspectives, helping clients enhance returns and protect their capital through our comprehensive platform and advisory services.
“Our investment approach is designed to navigate complex market environments and capitalise on emerging opportunities.”
What was behind the judges’ decision?
- If there’s one consistent piece of feedback from the alternative asset managers in the street, it is the exceptional strength and maturity of J.P. Morgan Private Bank’s alternative advisory platform. The numbers further underscore this achievement, as the US giant has reached record fundraising levels since 2021, with net new sales of alternative solutions surging by an impressive 65%.
- With the growing popularity of evergreen private investment funds, J.P. Morgan Private Bank has significantly expanded its offerings in this highly sought-after space while maintaining a rigorous selection process. Over the past two years, the number of evergreen private investment funds available to clients has nearly doubled, now exceeding 20 funds across various asset classes.
- In 2024, J.P. Morgan Private Bank embarked on a transformative journey to solidify its capabilities in alternative investments, by integrating the private bank’s wealth management expertise with Asset Management’s alternative investment capabilities, creating a fully integrated platform that serves clients across a range of alternative assets. The move has helped the bank to achieve remarkable progress and set new industry benchmarks.
What we said…
“J.P. Morgan Private Bank’s alternative platform stands out as one of the best in the industry. Renowned for its rigorous selection process, thorough due diligence, and exceptional advisory capabilities, the bank does not adopt a traditional one-size-fits-all approach. Instead, it carefully evaluates each distributor’s track record, client risk appetite and liquidity profile, ensuring that every client on the platform has access to the most suitable and high-quality alternative solutions,” said Carly Lau, senior reporter, Asian Private Banker.
“In 2024, J.P. Morgan Private Bank achieved record-breaking fundraising across its alternative platform, with sales increasing by over 60%. Supported by the robust J.P. Morgan Alternative Investments products group, the bank launched more than 40 new drawdown funds, each tailored to meet specific client demands in the alternatives space. This underscores the bank’s commitment to placing client needs at the heart of its advisory services.
“In a year where clients increasingly turned to alternatives for diversification, capital protection, and gains, the success of J.P. Morgan Private Bank’s alternative platform played a pivotal role in driving the region’s business growth. Asian Private Banker is delighted to award J.P. Morgan Private Bank the prize of Best Private Bank – Alternative Advisory in recognition of its well-established platform and stellar performance.”
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