Investment Strategy
Nov 26, 2025
Australia
Meet our team
Our Australia offices, located in Sydney and Singapore, underscore our dedication to serving Australian clients across the Pacific region. Offering tailored wealth management solutions, and access to the firm's global resources, our offices are integral in addressing the unique needs of ultra-high-net-worth individuals and families in Australia and fostering long-term client relationships.
Harshika Patel
Chief Executive Officer, Asia
Paul Thompson
Head of Singapore and Southeast Asia, Asia
Pia Cooke
Head of Australia Market
Rob Bedwell
Chief Executive Officer, Australia
Karen Tan
Head of Wealth Advisory, Australia and Soth East Asia
Adrian Lo
Head of Investment Advisory, Australia and South East Asia
Steven Hawkins
Head of Lending Solutions, Asia
Albert Yang
Managing Director, Head of Alternative Investments, Asia
Fabien Labouret
Managing Director, Head of Investment Solutions, Asia
Let’s build your next chapter in Australia
We’re here to help you dream bigger, with strategies shaped around your ambitions, your family and your future.
Connect with our team
For more than 100 years, J.P. Morgan has helped clients navigate opportunity across Australia and New Zealand. From our Sydney office, we combine deep local knowledge with the strength of our global platform to support family offices, large families, founders and entrepreneurs through every stage of their wealth journey. Whether preserving multi-generational wealth, preparing for a liquidity event or pursuing new investment opportunities, we bring together the right specialists, insights and capabilities to help turn ambition into lasting legacy.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world. -
Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision. -
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence. -
Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.**Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Planning and advice that grow with you
Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you
Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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04
Investing in your future
At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal
Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
Every client’s journey is unique. Our role is to understand what matters most to them, help bring clarity to complexity, and provide thoughtful guidance as they navigate opportunities, transitions and the long-term stewardship of wealth.Pia Cooke, Head of Australia Market
Local Interest
Market Manager Paul Thompson has been featured in Asian Private Banker’s inaugural Power List featuring Singapore’s most influential bankers
Head of Wealth Advisory, Southeast Asia & Australia Karen Tan in Citywire Asia
Karen Tan was featured in an International Women’s Day special report by Citywire Asia spotlighting women in wealth management. From courtroom training to cross-border client crises, she shared her views on integrity, teamwork and building lasting legacies in private wealth.
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Let us help you with the next chapter of your financial story. Reach out to us to get started today.