Skip to Main Content
Contact us

  • 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.

Contact us
What We Do
Who We Serve
Insights & Advice
About Us

Financial Leaders Group

Welcome to the Private Bank for Financial Sponsors and Hedge Fund Leaders

Tailored Strategies for Financial Leaders

Our holistic approach starts within our Private Bank and encompasses all of J.P. Morgan, including our Investment Bank, our Commercial Bank and beyond. You have the security of our fortress balance sheet with a dedicated coverage team, bringing you decades of experience along with a full suite of strategies.
Liquidity Management
Optimize your core illiquid investments with our holistic balance sheet strategies. Unlock liquidity and maximize flexibility with our tailored solutions for GP commitments, mortgages, aircraft, art financing, and more.
Wealth Planning
Protect your wealth and family legacy with tailored advice and strategic insurance solutions. Enhance your trust and estate plans while building a robust framework for your philanthropic goals, securing a lasting impact for generations to come.
Banking and Lending
Experience elevated banking with efficient account onboarding, seamless cash management and advanced treasury solutions. Our dedicated service model and expert lending specialists provide structured lending facilities customized for the private equity community.
Investment Management 
Benefit from our disciplined asset allocation, manager due diligence and bespoke risk hedging strategies. Access comprehensive workplace solutions, including Global Shares for share plan and cap table administration, tailored for both public and private companies.

HOW WE WORK WITH YOU

Never out of our depth. Or yours.

Our Financial Leaders Group

Shai Joory

Managing Director, Head of Financial Leaders Group, North Asia

Ameen Moon

Managing Director, Head of Financial Leaders Group, Southeast Asia

Paul Knox

Managing Director, Senior Wealth Advisor

Your next move starts here

From customized financial strategies and investment management to structured lending and risk management, our experienced team is dedicated to helping funds navigate complex financial landscapes. Connect with us today to discover how we can partner to help reach your financial goals and drive your fund's success.
Contact us

Clear thinking for complex times

Economy & Markets Nov 5, 2025

The winter of our discontent: generative AI disrupts the entertainment industry content moat

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 
*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Select your country of residence

Please enter Investable Assets

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

Checkbox is not selected

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.