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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do

Wealth Planning & Advice

What's the purpose of your wealth? We help you find it, and then strategically align your resources and decisions.

Legacy of service, powered by 200 years of banking experience

A Center of Excellence

Our team includes former attorneys in Trusts & Estates, M&A, and taxes, plus policymakers, business leaders, credentialed planners, and professionals from various disciplines.

Deep-Rooted Experience

After 200 years of managing complex wealth at the bank, we’ve seen and navigated it all. Our personalized, unbiased advice helps you in seeking to achieve your financial goals, all in one place.

Shaped Around You

Your Private Bank team takes the time to understand your goals and, powered by our insights, consistently offers highly informed perspectives tailored to your specific needs.

Global Perspective

Guided by our local, regional, and international knowledge, our strategies are tailored to leverage key advantages when geography matters most.
Would you like to discuss your wealth planning and advice with a J.P. Morgan Private Bank team member?
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Top insights from single family offices around the world

Explore our Global Family Office Report, and discover how some of the wealthiest families approach key decisions.

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Meet the J.P. Morgan Private Advisory team behind our insights and personalized advice

Explore here

Latest insights

Planning - Trust Distribution Strategies - Hero - 2880x1620 - 19 Sep 2022 - V1
Trusts & Estates Nov 19, 2025

Irrevocable trusts: What beneficiaries need to know to optimize their resources

A man using a tablet while seated.
Cybersecurity Oct 2, 2025

Recognising email threats and social engineering

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.