The Nordics
Sweden
Hamngatan 15,
111 47 Stockholm, Sweden
+46 850 644800
Office Phone
Opens in a new window
J.P. Morgan Private Bank services in the Nordics
For more than 200 years, J.P. Morgan has been helping the world’s most successful and entrepreneurial families preserve and grow their wealth by finding effective ways to manage their personal assets and business interests. Our roots in Sweden and the Nordics date back to the early 1900s, advising and financing local shipping and industrial companies. Today around 60 people work across our private bank, investment bank and asset management divisions, supporting private clients and home-grown global brands.
Our Leadership
Riccardo Pironti
Managing Director, Market Manager for Denmark, Finland, Iceland and Sweden
Oscar Forsberg
Managing Director, Nordic Team Lead
Martin Mortensen
Executive Director, Senior Banker
Ian Balfour
Managing Director, Investor Lead for the Nordics
Louise Granath
Executive Director, Senior Banker
A safe home for your wealth
Named World's Best Private Bank in 2020*, nothing is more important to us than the safety of your assets and our balance sheet ensures we provide the security you expect from a global leader. We continue to offer a safe harbour during these challenging times, and the reassurance that comes with knowing your assets are secure.
Investing
Whether looking to invest in alternative assets or creating a portfolio that reflects your personal values, we’ll identify opportunities that take advantage of global market trends:
- Holistically managed strategies
- Targeted managed strategies
- Thematic strategies and megatrends
- Brokerage solutions across asset classes
- Alternative investments
Lending
Our customized lending solutions provide flexibility and control across your wealth through additional liquidity when you need it most:
- Securities-based lending
- Customized financing
- Levered investing
- Fine art, aircraft and yacht financing
Planning
We’ll work with you to develop a strategy for organising your wealth, and find the most effective ways to structure your assets:
- Family succession and governance issues
- Structuring ownership of international assets
- Trusts, estates and foundations
- Insurance solutions
- Philanthropy
Banking and custody
You’ll have the reassurance of international banking services along with the personal attention you would expect from one of the world’s most established private banks:
- Tailored solutions
- Safety
- Access to our round-the-clock service team
- Account managemen
J.P. Morgan Philanthropy Centre
Our dedicated team of Philanthropy Advisors supports clients and their families globally to be more effective and impactful in their giving, by offering strategic advice, thought leadership and unique learning opportunities:
- Defining and articulating your values and vision for giving.
- Advising on core components, including: structures & charitable vehicles, governance, grant making and impact measurement.
- Providing opportunities for shared learning and collaboration, with philanthropic peers, leading foundations and experts.
Institutional Wealth Management
With an exclusive focus on sophisticated clients with an institutional mindset, the Global Institutional Wealth Management practice at J.P. Morgan Private Bank offers institutionally sophisticated insights, solutions and service—leveraging resources and capabilities across our whole firm holistically:
- Direct Investments
- Institutional Investment Ideas & Trading
- Institutional Discretionary coverage
- Access to unique investment banking industry expertise and services
A CEO considers whether or not to retain an interest in her recently listed business
Having a clear idea of your goals well ahead of the sale or listing of your business will help you set your strategy early on. You may want to sell all of your interest and walk away immediately. You may want to protect the jobs of your existing staff. Or you may have a particular figure in mind to deliver financial security not just for your immediate family but for future generations as well. We can help you plan for all of these situations, and more.
Read more