Technology Awards 2022 – Best Portfolio Management Solution

Best Portfolio ManagementSolution

 

J.P. Morgan Private Bank & Edgelab

Best Portfolio Management Solution

Gabriele Zaninetti, CFA

Managing Director, Head of Advisory, International Private Bank

We are delighted and honoured to receive this prestigious award, as we strive to provide clients with the best investment advice. This award for ENGAGE acknowledges our focus on delivering solutions that deliver relevant information and tailored investment advice, alongside expert analysis, portfolio customization and personalization.

We are committed to innovative digital experiences and a collaborative approach that allows our Advisors and Clients to work together to reach their investment goals. This award recognizes that, through our partnership with fin tech firms, we are an industry leader in the transformation of private banking.

 

What was behind the judges’ decision?

  • J.P. Morgan Private Bank and Edgelab impressed the Technology Awards 2022’s judging panel with the breadth and depth of the pitched solution, which provides an end-to-end platform covering portfolio construction, simulation and stress testing, suitability checks and trade recommendations and optimisation. The solution covers a multitude of asset classes, including structured products and over-the-counter (OTC), while being offered on a subscription based with no previous requirements for infrastructure
  • J.P. Morgan Private Bank was able to demonstrate that by using the Edgelab platform, its RMs have been able to better service its HNW clients in terms of designing hyper-customised portfolios in terms of asset classes, as well as running scenario analysis and providing access via clients’ mobile phones, tablets and desktop computers at the click of a button
  • In addition to working with J.P. Morgan Private Bank, Edgelab has also showed momentum in penetrating other parts of the private banking and wealth management ecosystem in Asia-Pacific, including significant client wins with major banks in Singapore

What we said

The combined power of J.P. Morgan Private Bank and Edgelab has resulted in a cutting-edge portfolio management solution that effectively encompasses risk analytics, portfolio construction, advisory, workflow and automation, said Daniel Shane, editor of Asian Private Banker.

Using the digital solution’s multi-asset class risk engine, RMs – and by extension their HNWI clients – are provided with full access to unrivalled levels of customisation and analytics. Ultimately, the platform equips clients with the resources they need to make the optimum decisions for their investment objectives. For these reasons, Asian Private Banker is proud to award J.P. Morgan Private Bank and Edgelab the accolade for Best Portfolio Management Solution at the Technology Awards 2022.

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