Private banking’s evolving client demands

[GlobalData Banking & Payments]

JPMorgan, Zilch and Microsoft

Share with friend    View in browser DECODED Banking & Payments January 09, 2026 SPOTLIGHT READ Q&A with: Oliver Wyman Amid margin pressure, rising demand for alternatives and rapid technological change, João Miguel Rodrigues, Partner at Oliver Wyman, speaks with Anika Sidhika about lessons from 2025 and the strategies shaping private banking over the next three to five years. LATEST NEWS IN YOUR INDUSTRY JPMorgan abandons proxy advisers and turns to AI The decision applies immediately and comes as regulatory scrutiny increases around the proxy advisory sector.    Apex and Allfunds partner on offshore investment access The partnership will establish a technical link between the Allfunds platform and Apex’s AscendOS system.    Cerity Partners merges with SOL Capital Management The deal will see SOL Capital adopt the Cerity Partners name going forward.    JPMorgan to take over Apple credit card from Goldman Sachs The bank plans to record a $2.2bn provision for credit losses tied to the deal when it reports fourth-quarter 2025 earnings next week.   Zerion wallet expands multi-chain support with TRON integration The move enables Zerion’s multi-chain wallet users to send, receive and swap TRX and USDT (TRC-20) on the TRON network.   Microsoft brings PayPal-powered checkout to Copilot AI shopping The service will debut on Copilot com in the US, with further deployment planned across other Copilot-enabled channels.   Zilch to acquire Lithuania’s Fjord Bank for expansion in Europe With this deal, Zilch will obtain a European banking licence, allowing it to broaden its reach within the European market.  Strengthen your strategies with industry-specific data   Streamline your sector analysis procedures with market-leading intelligence on companies, trends, innovations, and more, all in one platform. Book a demo M&A and VC Activity in Q4 2025 Join our Explorer team for a discussion on M&A / PE-VC activity in Q4-2025, including the largest deals, aggregates, geographic analysis and more! Register Today Expand your subscription to other sectors   Subscribe to our other newsletters here. Was this email forwarded to you? Sign up here. Prefer a podcast? Instant Insights ranks in the top 10% of podcasts globally - follow us on Spotify, Apple, YouTube, and Amazon Music.   What keeps your CEO up at night? Generative AI, ESG, and disruptive technologies.  What is thematic intelligence and why do business executives need it?   Predict the future Find business opportunities based on 150 million+ signals showing what your customers and competitors will do in the next 5 years. GlobalData  At GlobalData we have a proven track record in helping thousands of companies, government organizations, and industry professionals benefit from faster, more informed decisions. You can update your communication preferences to make sure you receive the right information for you.  GlobalData, John Carpenter House | Registered in England No. 03925319, John Carpenter Street, London, EC4Y 0AN, United Kingdom   Unsubscribe  |   Manage Preferences London