Our Financial Institutions Group

The banking powerhouse for financial founders, executives, and their families.

As a top executive in the financial sector, you may face complex challenges that require truly comprehensive wealth management. Our Financial Institutions Group brings you a holistic banking approach covering a broad range of capabilities, including planning, lending, investing, banking, and insurance. You sit right at the center of the relationship, while we bring you the full resources and fortress balance sheet of J.P. Morgan, delivered by a cohesive team that prioritizes your personal and family interests, as well as your business success.

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There’s strength in our numbers.¹

Our banking team has years of experience working with many of the world’s top financial founders, executives, and their families.

Our clients are some of the smartest minds out there. They want to know that the people that are advising them have the same level of expertise, discipline, intensity, attention to detail, and responsiveness. And we seek to deliver that every day for our clients.

[MUSIC PLAYING]

I'm William Sinclair. I'm the head of the Financial Institutions Group based in New York. Our business was founded in 2002 to help cover the financial services executives in the greater New York area-- fund managers, asset managers, and insurance executives. We have a deep expertise of working with these individuals, their families, and related fund entities.

Our clients come to us for a number of reasons, some of which include the ability to have exposures beyond their fund, beyond their firm. They come to us because of the insights and the details that we're able to deliver. Our clients tend to be very detail oriented, and that's the nature of our business is helping them think through the important facts and details across their balance sheet for themselves, their family, and their charitable interests.

On the Financial Institutions Group, we are known as the investor's investor. Our clients are experts in the investment world. And yet they look to us to help guide them through the investment process for their personal wealth.

In my mind, one of the key differentiators for our investments business is the ability to bring insights that add value to a client, to their understanding of the investment environment to their portfolio considerations, and then ultimately thinking about how that may help them accomplish their longer term goals.

There's so much that they don't know, that they're not thinking about that we're thinking about every single day, even simple things like, where's their cash? What are they doing with their cash? Are they earning the highest possible yield? Are they thinking about that in a way that's tax efficient as opposed to just what's the highest number on a piece of paper?

I think one of the things that our clients are surprised by after speaking with us a few times is that there are some really actually plain strategies that they might have thought they've already heard about and they haven't. Whether they're a Wall Street executive, hedge fund principal, real estate executive, we can solve a lot of different parts of their balance sheet with very simple solutions.

The beauty about working with an organization like JPMorgan is our group has the ability to use the massive size and scale on a global basis of what we do overall collectively through different lines of businesses to bring to bear through a single conversation with a particular client. So not only are you getting the FIG team. You're getting our entire organization. And I think many senior, senior financial executives like to make one call and know, I'm getting all of JPMorgan.

Our fortress balance sheet enables our clients to access liquidity when they need it the most. Whether they're buying a new home, whether they're starting a new business, whether they want to buy a new piece of art, a plane, or maybe they want to go buy a sports team, that balance sheet is there for them. And the protection of JPMorgan Chase allows our clients that peace of mind.

And because we're focused on the clientele that we have, we're able to get the deepest insight, have the deepest networks, and then be able to think through the ideas that are most pertinent and the issues that are out there for our clients and then deliver customized solutions no matter what the situation is.

The expertise that we bring to these clients I believe is second to none with the full power of JPMorgan Chase behind it.

[MUSIC PLAYING]

(SPEECH)

Our

(DESCRIPTION)

William Sinclair, Managing Director, Head of the Financial Institutions Group.

(SPEECH)

clients are some of the smartest minds out there. They want to know that the people that are advising them have the same level of expertise, discipline, intensity, attention to detail, and responsiveness. And we seek to deliver that every day for our clients.

[MUSIC PLAYING]

(DESCRIPTION)

Text, Introducing J.P. Morgan Private Bank Financial Institutions Group. Intended for Financial Professionals use Only. J.P. Morgan Chase is an Equal Opportunity Employer/Disability/Veterans. INVESTMENT PRODUCTS: NOT F.D.I.C. INSURED. NO BANK GUARANTEE. MAY LOSE VALUE

(SPEECH)

I'm William Sinclair. I'm the head of the Financial Institutions Group based in New York. Our business was founded in 2002 to help cover the financial services executives in the greater New York area-- fund managers, asset managers, and insurance executives. We have a deep expertise of working with these individuals, their families, and related fund entities.

(DESCRIPTION)

Chris Nay, Managing Director, Head of Investments, Financial Institutions Group.

(SPEECH)

Our clients come to us for a number of reasons, some of which include the ability to have exposures beyond their fund, beyond their firm. They come to us because of the insights and the details that we're able to deliver. Our clients tend to be very detail oriented, and that's the nature of our business is helping them think through the important facts and details across their balance sheet for themselves, their family, and their charitable interests.

On

(DESCRIPTION)

Joanne Johnson, Managing Director, Wealth Advisor, Financial Institutions Group.

(SPEECH)

the Financial Institutions Group, we are known as the investor's investor. Our clients are experts in the investment world. And yet they look to us to help guide them through the investment process for their personal wealth.

(DESCRIPTION)

Nay.

(SPEECH)

In my mind, one of the key differentiators for our investments business is the ability to bring insights that add value to a client, to their understanding of the investment environment to their portfolio considerations, and then ultimately thinking about how that may help them accomplish their longer term goals.

(DESCRIPTION)

Camryn McGinnis, Executive Director, Market Team Lead, Financial Institutions Group.

(SPEECH)

There's so much that they don't know, that they're not thinking about that we're thinking about every single day, even simple things like, where's their cash? What are they doing with their cash? Are they earning the highest possible yield? Are they thinking about that in a way that's tax efficient as opposed to just what's the highest number on a piece of paper?

(DESCRIPTION)

Jonathan Spira, Managing Director, Market Team Lead, Financial Institutions Group.

(SPEECH)

I think one of the things that our clients are surprised by after speaking with us a few times is that there are some really actually plain strategies that they might have thought they've already heard about and they haven't. Whether they're a Wall Street executive, hedge fund principal, real estate executive, we can solve a lot of different parts of their balance sheet with very simple solutions.

The

(DESCRIPTION)

Ron McGann, vice Chairman, Head of Insurance Principals Practice.

(SPEECH)

beauty about working with an organization like JPMorgan is our group has the ability to use the massive size and scale on a global basis of what we do overall collectively through different lines of businesses to bring to bear through a single conversation with a particular client. So not only are you getting the FIG team. You're getting our entire organization. And I think many senior, senior financial executives like to make one call and know, I'm getting all of JPMorgan.

(DESCRIPTION)

Sinclair.

(SPEECH)

Our fortress balance sheet enables our clients to access liquidity when they need it the most. Whether they're buying a new home, whether they're starting a new business, whether they want to buy a new piece of art, a plane, or maybe they want to go buy a sports team, that balance sheet is there for them. And the protection of JPMorgan Chase allows our clients that peace of mind.

(DESCRIPTION)

Nay.

(SPEECH)

And because we're focused on the clientele that we have, we're able to get the deepest insight, have the deepest networks, and then be able to think through the ideas that are most pertinent and the issues that are out there for our clients and then deliver customized solutions no matter what the situation is.

The

(DESCRIPTION)

Sinclair.

(SPEECH)

expertise that we bring to these clients I believe is second to none with the full power of JPMorgan Chase behind it.

[MUSIC PLAYING]

(DESCRIPTION)

Text, J.P. Morgan Private Bank is a business of J.P. Morgan Chase and Co which offers investment products and services through J.P. Morgan Securities LLC J.P.M.S., a registered broker-dealer and investment advisor, member FINRA and SIPC, J.P. Morgan Chase Bank, N.A. and its affiliates, collectively J.P.M.C.B., offers other investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Annuities and insurance products are made available through Chase Insurance Agency Inc., C.I.A., a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc., in Florida, J.P.M.S., C.I.A. and J.P.M.C.B. are affiliated companies under the common control of J.P. Morgan Chase and Co.

Delivering inspired thinking and insights for clients every day.

Our experienced team talks about what makes us leaders in a highly competitive industry.

WHAT WE DO

We’re the fund manager and ‘banker’s bank’ of choice for wealth management advice and execution.

William Sinclair, Head of FIG and U.S. Private Bank Family Office

HOW WE WORK WITH YOU

High standards that match yours.

Smart strategies for wealth transfer and more

We provide thoughtful planning to ensure your wealth is transferred when, how and to whom you wish—and with predictable tax consequences. Our methodologies include:

Conducting detailed analyses and projections with our proprietary tools to help inform your investment and wealth-transfer decision-making.
Identifying strategies to help you balance lifestyle, intergenerational gifting and philanthropy.
Developing trust strategies to reduce taxes on your estate and assets expected to appreciate.
Accessing resources across our firm to provide guidance on taxation, legislation and fiscal policies, executive compensation, private business advisory, estate disposition and more.

Strategic financing and liquidity management

We have an impressive track record of standing by clients through all market cycles. With our market specialization in the hedge fund, asset management, insurance and banking industries, we can navigate lending solutions secured by illiquid and complex collateral, including hedge funds, fine art, aircraft and commercial and residential real estate. We’ll help you:

Take advantage of market dislocations by providing access to liquidity through a line of credit secured by your liquid and less liquid investment portfolios.
Draw liquidity from complex collateral.
Bridge a liquidity event, such as a tax payment or cash-flow issue, with personal or business lines of credit.
Aim to enhance returns through modest leverage against your residential real estate by using low-cost capital from a line of credit or tax-efficient mortgage strategy.
Pursue a passion. Acquire a work of art by leveraging your existing fine art collection. Or obtain an equity stake in a major league sports franchise with the help of our sports finance team.

Institutional-level advice

Acting as your outsourced chief investment officer, we bring you institutional-level trading ideas in equities and fixed income, including derivatives. And access to bespoke portfolios and customized solutions, including alternatives, direct investments and liquidity ladders. We provide investment acumen, experience and execution by managing targeted discretionary strategies. And by offering ideas to implement on a self-directed basis to enhance yield on your existing liquid assets and facilitate access to world-class alternative investments and private deals.

Equities—Extensive trading capabilities such as sophisticated algorithms, smart order routers and block trades through our Corporate & Investment Bank.
Fixed income—Specialists with 20 years of industry experience and the ability to trade with over 100 large and small counterparties to provide market liquidity.
Derivatives—Over-the-counter capabilities across all asset classes, including: fixed income (credit default swaps, interest rate swaps, inflation hedges), equities (total return swaps, complex option strategies) and FX and commodities (forwards, options).

We offer bespoke and actively managed portfolios that include:

Multi- or single-asset class—Portfolios with an aim to achieve strong risk-adjusted returns that preserve and efficiently compound wealth through thoughtful portfolio construction and tactical oversight.
Customized fixed income solutions—Separate accounts focused on municipals, investment-grade corporates or high yield, with the ability to customize.
Alternatives—$80 billion of client capital committed across hedge funds, private equity/credit and real estate; recent themes include yield-oriented assets (private lending) and innovation (technology).

Our relationships across the Street allow us to develop innovative proprietary and third-party solutions. We identify the most effective implementation across active and passive vehicles through our open-architecture approach. And we leverage our size and scale to negotiate more favorable terms for our clients.

An exceptional level of service and technology

The benefits of a banking relationship with J.P. Morgan Private Bank include:

Streamlining of your day-to-day financial management (wires and cash movements) through a dedicated service team and innovative technology.
A full suite of premier banking services with no nuisance fees.
Cybersecurity and protection against fraud.
Access to the Chase branch network.
Customized liquidity strategies to maximize yield for cash balances, using bank savings accounts, treasuries, certificates of deposit, money market funds, and more.

JPMorgan Chase invests over $10 billion annually in technology, staying on the cutting edge of innovation both to serve our clients and to protect them. In fact, we employ more technologists than Facebook and Twitter combined.