Kasikorn Asset Management Co., Ltd. (KAsset), together with its global investment partner J.P. Morgan Asset Management (JPMAM) to highlight the success of the K-WealthPLUS Series, which has won the confidence of Thai investors with total assets under management (AUM) exceeding THB 100 billion. The partnership will be further expanded strategically, with a focus on elevating the development of Lifetime Investment Solutions to help investors build long-term financial stability across all life stages.
Mr. Win Phromphaet, CFA, Chief Executive Officer of Kasikorn Asset Management Co., Ltd. (KAsset), stated that over the past two years, the strategic partnership between KAsset and J.P. Morgan Asset Management (JPMAM) has driven strong growth in the K-WealthPLUS Series, bringing its combined AUM to more than THB 100 billion. This reflects investors’ confidence in the Core Portfolio investment concept, which aims to build a long-term investment foundation through global diversification and disciplined portfolio management.
Throughout a period when global financial markets faced volatility and multiple unexpected events, the K-WealthPLUS Series has demonstrated its potential to serve as a core portfolio—helping stabilize investments, reduce the impact of market fluctuations, and give investors confidence to navigate all market conditions while continuing toward long-term financial goals. (Source: KAsset, as of July 21, 2026)
Mr. Anis Tiasiri, Head of Southeast Asia and India Intermediaries, J.P. Morgan Asset Management (JPMAM), said that the strategic partnership between JPMAM and KAsset reflects the combination of global investment expertise with deep understanding of the Thai market and Thai investors, in order to develop investment solutions that meet long-term financial objectives. In the past, both organizations have jointly promoted the Core Portfolio concept to help investors begin building an effective investment foundation.
The next step will focus on enhancing the strength and flexibility of investment solutions and expanding their strategic partnership to further strengthen investment capabilities and support KAsset’s Lifetime Investment Solutions that help investors build financial stability throughout every stage of life.
Mr. Win added that the next phase of the strategic partnership between KAsset and JPMAM will focus on supporting the development of KAsset’s Lifetime Investment Solutions to address the evolving needs of Thai investors at every stage of life, from wealth accumulation and retirement planning to post-retirement income management.
By leveraging global investment knowledge and expertise and adapting them to the unique needs of Thai investors, KAsset aims to help individuals build sustainable long-term financial security. This vision is already being put into practice through retirement investment solutions offered to provident fund members via two investment options: the K-WealthPLUS Series and the Life Path investment plan, both of which have continued to gain strong traction among clients.
Among KAsset’s 5,645 provident fund corporate clients, representing nearly 600,000 members and total assets under management (AUM) exceeding THB 288 billion, 594 companies have adopted these investment plans, an increase of 70% from the previous year. The plans now cover more than 13,000 members, up 61% year-on-year, with combined AUM surpassing THB 5.323 billion, representing growth of 68%. These results reflect increasing investor confidence in multi-asset investing and long-term financial planning as effective approaches to achieving financial security throughout life. (Source: AIMC, as of June 30, 2026.)
The success achieved over the past two years reflects the strength of the strategic partnership between KAsset and JPMAM in enhancing investment knowledge and capabilities to better serve Thai investors. Going forward, KAsset will continue to develop its Lifetime Investment Solutions, drawing on global investment insights and expertise from JPMAM, to support investors through every stage of life, from wealth accumulation and retirement readiness to post-retirement financial management.
