Awards for Distinction 2023 – Best Private Bank – Equity Advisory

Best Private Bank Equity Advisory

 

J.P. Morgan Private Bank

Best Private Bank – Equity Advisory

Timothy Fung

Head of equity strategy Asia
JP Morgan Private Bank

We are delighted to receive the Best Private Bank for Equity Advisory award. It is a testimony to the strength and depth of our teams and our commitment to first-class client service, where we consistently maintain the highest standards of integrity, especially during challenging and turbulent times.

We strategically prioritise innovative solutions to express our investment views that could help clients enhance return and protect their capital based on our wealth of fundamental research insights across JP Morgan.

What was behind the judges’ decision?

  • During the period under review for the Awards for Distinction 2023, JP Morgan consistently generated and implemented both long and structured equity trades that proved profitable for both end clients and the bank itself. Taking advantage of JP Morgan’s integrated one-bank approach, the lender advised on 90% of the best-performing equity derivative trades in 2023. As a result, the bank gained a lot of traction from clients for a number of its innovative equity solutions which translated to significant growth
  • Amid volatile markets, the equity advisory division at JP Morgan in Asia Pacific repeatedly suggested and implemented profitable derivative-based and structured trades for a traditionally long-biased clientele. This not only illustrated the effectiveness of close collaboration between the investment bank and private bank, but also delivered returns for clients with solutions such as resettable put spread warrants and buffered return enhanced notes
  • The judging panel was also impressed by JP Morgan’s bespoke events and thought leadership content targeted at private banking clients that leveraged the bank’s extensive equity research capabilities. For example, its property analysts participated in a luncheon and property tour in Hong Kong for private banking clients, including visits to key development sites, with a presentation and question & answer session. Analysts also held dedicated calls with private banking clients on various topics throughout the year, including suggestions for specific investments and solutions

What we said

“By leveraging JP Morgan’s globally integrated one-bank platform – from investment banking to asset management – the Wall Street lender is providing its UHNW private banking clients in Asia with a truly institutional grade equities service that are among the most sophisticated and innovative available in the market today,” said Daniel Shane, editor of Asian Private Banker.

“All of this was crucial in the tough market conditions witnessed in 2023 when the close-knit connections between JP Morgan’s business units – powered by the bank’s 23 Wall one-bank proposition – translated into more profitable equity and structured products trades for clients. This was demonstrated by the fact that JP Morgan advised on about 90% of the bestperforming equity derivatives trades recommended by the Street last year.

“The combination of world-class equity research and a creative approach to structuring and recommending derivative trades resulted in a strong business performance last year. For these reasons and more, Asian Private Banker is delighted to hand JP Morgan Private Bank the honour of Best Private Bank – Equity Advisory at the Awards for Distinction 2023.”

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