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James Chilvers

Head of UK Wealth Advisory, Managing Director

James is the Head of UK Wealth Advisory at J.P. Morgan Private Bank. 

James is passionate about helping clients navigate life’s most important milestones. From moving to or from the UK, the sale of a business, the receipt of significant liquidity, or understanding the value their wealth can hold for future generations. James works with clients to help identify the meaning, purpose and goals they ascribe to the wealth they have worked so hard to create. 

James has significant experience and expertise in working with UK resident clients and in particular legacy “non-domiciled” individuals.

James started his career as a Private Client solicitor at Macfarlanes LLP and joined J.P. Morgan Private Bank in 2017 from a leading European Wealth Manager. James is a Trust & Estate Practitioner (“TEP”) and a committee member for the City of London Branch of the Society of Trust & Estate Practitioners (“STEP”), one of the leading worldwide professional associations for those advising families across generations. In 2023 James was identified as a “Global Leader” for Private Client Trust & Advisory Services by Who’s Who Legal. 

James is an English Literature graduate from the University of Leeds and a Law graduate from the University of Law.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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