世界顶尖专家量身定制的投资指导尽在掌握,独一无二的投资机会触手可及
我们围绕客户的需求制定投资策略——包括客户的目标、风险承受能力、流动性需求和投资风格。之后,我们利用整个公司的资源和专业知识为您制定个性化的策略,围绕您的需求提供量身打造的资产配置和实施计划
在投资的过程中,不存在可满足一切需要的单一解决方案——我们的平台可让您选择与我们合作的方式。我们的目标为本规划策略拥有高度个性化的优势,通过以下四个视角了解您的资产和抱负:流动资金、生活开支、财富传承和永续增长。这种策略帮助您将努力工作所积累的财富与您和家人所向往的生活步调一致
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Global Head of Trusts & Estates
Adam Clark oversees over $260 billion in trust and estate assets across the globe. One of the industry’s recognized trust and estate professionals, he leads over 500 employees who advise and support clients’ legacy planning and management. He is committed to driving innovation and setting the benchmark for fiduciary standards in the industry.
Adam has maintained J.P. Morgan’s culture of client focus and continues to drive improvement for the client experience. Under his leadership, J.P. Morgan expanded its trusts and estates footprint with the launch of the Singapore Trust Company to address the needs of the region’s growing high-net-worth population. He additionally continues to invest in talent acquisition and technology, with two patents granted for trust-related solutions, to best support clients now and into the future.
Adam has held numerous leadership positions in the industry. As Chairman, Chief Executive Officer and President of Goldman Sachs Trust Company, he led a team that operated in five jurisdictions and oversaw $24 billion in assets. He also served as Head of International Strategic Wealth Advisory during his tenure, working directly with the firm’s most sophisticated clients. Previously, Adam spent nearly a decade with WTAS LLC, formerly Arthur Andersen, where he focused on tax planning issues for families with multijurisdictional considerations.
Adam is a graduate of the University of Liverpool, with a Bachelor of Laws in English and German Law.
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