The J.P. Morgan Private Bank Experience

At the Private Bank, we focus on understanding your personal definition of success. Our team works with you and your family in seeking to define and realize your unique goals for today, tomorrow and across your lifetime. So you can make a lasting impact and create the life and legacy you envision.
Contact us to speak about your Wealth Management needs

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Wealth Planning

The advice and the right strategy based on your goals.

  • Goals-based planning—directly linking your goals with the strategies that could help you achieve them—with regular check-ins to ensure your plan remains on track and aligned with your strategy.
  • Experienced Wealth Advisors help you navigate complex situations while sharing their deep knowledge of tax-efficient, impactful ways to structure and transfer wealth.
  • Access to specialists focused on planning for corporate executives and private business owners, and other professionals executive compensation, taxes and analytical techniques.

Investing

Access to a wide range of investment strategies and insights.

  • Investment plans that reflect your goals—holding regular reviews to assess performance and ensure strategy alignment.
  • Portfolio management—including selection, ongoing monitoring, rebalancing to your strategic asset allocation.
  • A global team with a local presence—industry-leading thought leadership from our Chief Investment Officer, economists, strategists and 500 Investment Specialists.

Borrowing

A dedicated partner who brings a strategic approach.

  • Help crafting the ideal financing strategy, whether simple or complex, taking into account tax efficiency, structure and type of loan.
  • Tailored advice to meet any financing need by understanding your financial situation, cash flow and balance sheet.
  • Well positioned to meet your short- and long-term needs as a result of our experience managing our own fortress balance sheet.

Banking

Tailored advice to manage your personal financial needs.

  • Dedicated Client Service professionals who provide personalized service from day-to-day transactions to safeguarding your information and assets.
  • Account management anytime, anywhere—make transactions and access your personal accounts online or from your mobile device.
  • Cybersecurity—we deploy sophisticated fraud prevention strategies to maintain the privacy and confidentiality of your data and help educate you on emerging threats.

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

 

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

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.

 

Please read the Legal Disclaimer (for J.P. Morgan regional affiliates and other important information) and the relevant deposit protection schemes.

 

DEPOSIT PROTECTION SCHEME 存款保障計劃   JPMorgan Chase Bank, N.A.是存款保障計劃的成員。本銀行接受的合資格存款受存保計劃保障,最高保障額為每名存款人HK$500,000。   JPMorgan Chase Bank N.A. is a member of the Deposit Protection Scheme. Eligible deposits taken by this Bank are protected by the Scheme up to a limit of HK$500,000 per depositor.
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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.