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JP Morgan PB partners with financial education platform

By Robbie Lawther, 24 Apr 23

To empower female clients across Asia with their individual wealth management journeys

JP Morgan Private Bank has launched its women and wealth programme, in partnership with Sophia, an Asia-headquartered independent financial education platform.

The programme will deliver in-person roundtable events on investing and wealth management topics across Hong Kong and Singapore, and also features digital experiences through the women and wealth private community platform and online financial education courses on topics including the foundations of investing, sustainable investments and venture capital

It aims to empower women in their individual wealth management journeys that will encourage knowledge and experience-sharing within the region.

Kam Shing Kwang, chief executive for JP Morgan Private Bank in Asia, said: “JP Morgan Private Bank’s partnership with Sophia is focused on serving the unique needs of women in Asia as they create and inherit wealth faster than ever before, at a world leading compound annual growth rate of 10.6%. Through this partnership, we continue to supplement our ongoing efforts to bring together like-minded women to inspire and help one another.

“The programme complements JP Morgan’s strong stance on empowering women throughout each important period of their lives and prioritising their financial health, while helping them tap into the vast investment opportunities – whether their goal is to have liquidity, or to build and preserve wealth.”

Launched in January 2022 by gender finance veterans Christine Yu, Nicole Denholder and Tanya Rolfe in Hong Kong and Singapore, Sophia is a financial education platform providing digital, in-person and livestreamed financial and investing literacy programmes made for women.

Tags: Gender | Hong Kong | JP Morgan | Private Banking | Singapore | Wealth Management

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.