‘There’s a new breed of entrepreneurs looking for dynamism, flexibility and efficiency when it comes to wealth management,’ says J.P. Morgan’s newly risen star Aastha Gurbax. That’s why the private bank is set to spend around $9 billion in technology innovation, with over $100 million in 2017 for digital strategy in asset management. ‘It would enable clients to engage with us how and when they want — it’s incredibly beneficial for these times,’ explains the executive director and senior banker. Although the past year has seen political storms, the Spear’s Young Wealth Manager of the Year for 2016 has been nimble in fortifying portfolios.
UHNW Wealth Managers