Private Bank
A wealth of capabilities. A wealth of possibilities.
Managing wealth is about much more than simply managing a client's assets in the short, or even long term. At J.P. Morgan Private Bank, we provide investment and wealth management solutions to ultra-high net worth individuals and their families to help them protect, manage and grow their wealth across generations.
Because we treat each and every individual or family as if they were our only client, our clients have come to expect a high level of personal attention, and we pride ourselves on being able to give that to them. And because our clients are classified as ultra high net worth, and include more than 40% of the names on the Forbes Billionaires1 list and the Forbes 400 Wealthiest Americans2 list, we think our approach is more than justified - and working.
Our business model - our unique client relationships, our platform depth and breadth, and our integrated team structure - is what separates us from other private wealth management firms.
We don't operate with a one-size-fits-all approach, nor do we focus only on the assets side of a client's balance sheet. Instead, we focus on the complex interplay between personal and financial goals and take the time to get to know our clients. And, we offer them the best of traditional private banks and investment banks, leveraging all aspects of our global financial firm with a platform that covers investments - traditional and alternative, capital raising, strategic wealth advisory, banking, and specialty wealth management services.
At J.P. Morgan, every client enjoys unparalleled access to an integrated team of experts: bankers, global investment specialists, wealth advisors, and capital advisors, all focused on the clients' personal needs. Rather than having a single person paid on commission as a single client contact, our clients have access to an entire team operating in a culture of teamwork and cooperation. Great wealth requires a great service - and the very best professionals who understand and adhere to this principle.
We offer the complete range of investment, banking and fiduciary solutions through an integrated platform. Broadly speaking, our Private Bank is split into two teams: Integrated Team and Investment Solutions Team.
Integrated Team
Integrated teams work with clients directly throughout the day. The team consists of a banker, global investment specialist, wealth advisor and capital advisor. Bankers, for example, are responsible for bringing in new business, servicing current clients, explaining strategy and products to clients, and managing relationships, while global investment specialists help clients construct their portfolios and directly trade securities in the accounts. They also monitor the accounts daily and ensure that they're meeting their investment goals and guidelines.
Investment Solutions Team
Investment Solutions teams monitor the macroeconomic developments and craft the Private Bank's view of the markets. The members of the various investment solutions teams use the strategy guidelines to choose how the model portfolios will implement our strategy team's views and work across the platform on equity, fixed income, and alternatives for example.
In the Private Bank, it's not just a relationship based on money. With us, it's a relationship based on an intimate understanding of what drives our clients. We treat them like family. We'd like to introduce you to ours.
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