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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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Financial Planning for Executives

Exclusive wealth management for corporate executives

Customized wealth management strategies

At J.P. Morgan Private Bank, we understand that as a corporate executive, your financial needs are as dynamic and sophisticated as your professional responsibilities. Our dedicated team of financial specialists is here to provide you with customized strategies that align with your unique goals and aspirations.
Investment Management
J.P. Morgan Private Bank offers tailored investment strategies to help you grow and preserve your wealth. This includes personalized portfolio management, access to exclusive investment opportunities and knowledgeable advice on asset allocation to align with individual risk tolerance and financial goals.
Wealth Planning
Corporate executives face unique financial challenges that require specialized strategies. The J.P. Morgan Private Advisory Team offers tailored strategies for optimizing executive compensation, including stock options and bonuses, and provides tax planning to minimize liabilities. It also assists with estate planning for efficient wealth transfer.
Credit and Lending
J.P. Morgan Private Bank provides a range of credit and lending solutions, including customized lending options such as securities-based lending, real estate financing and tailored credit facilities to support both personal and business financial requirements.
Philanthropy
Our dedicated J.P. Morgan Private Advisory Team, offers philanthropy and impact investing services. This includes strategic advice on charitable giving, setting up foundations, and investing in opportunities that align with personal values and social goals.

Insights and answers for executives

Wealth Management

What is wealth planning for corporate executives?

Compensation Management

How can executives optimize their compensation packages?

Tax Planning

Why is tax optimization crucial for corporate executives?

Estate Planning

What are key estate planning strategies for executives?

Fresh thinking and insights for corporate executives

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

We can help with your wealth management

At J.P. Morgan Private Bank, we specialize in assisting corporate executives with comprehensive compensation management and wealth planning. Our personalized approach ensures that your financial strategies align with both your professional and personal objectives. We provide a full suite of services, including executive compensation management, investment management, tax optimization and estate planning, all aimed at helping to maximize your assets and securing your financial future.

With our experience, you can confidently navigate the complexities of executive compensation, making informed decisions to grow and preserve your wealth.

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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.