Founders and families
Wealth is rarely an end in itself. It is a means by which our clients enhance their families’ lives and leave a lasting legacy for future generations. At J.P. Morgan Private Bank, our specialists work closely with many of the world’s most influential families to oversee the complexities that accompany the accumulation of significant assets. We partner with the advisors within your family office to address every element of your financial life so that you can focus on more meaningful goals.
For founders and business leaders, the accumulation of assets is often a result of relentless hard work and dedicated focus. It is also a means to provide great things for your family and future generations. Through a consultative planning approach, our team of experienced professionals brings that same level of attention to your personal wealth planning to transform your efforts into a meaningful legacy.
Technology and disruptive commerce
Our experience collaborating with tech entrepreneurs like you enables us to advise you through complex decisions at every stage of your venture so that you can keep your focus on your business. J.P. Morgan Private Bank supports tech professionals to ensure you have a strategic partner across every stage of your business. We’ll drive your personal wealth the way you drive innovation.
Healthcare and life sciences
J.P. Morgan Private Bank is uniquely positioned in the healthcare field, serving clients across industry segments—from pharmaceuticals to facilities—with teams globally. Our experience collaborating with healthcare industry professionals enables us to guide you through the complex decisions necessary to develop a sophisticated wealth management plan. You can count on us to be agile in meeting your evolving needs, meticulous in executing your vision, and reliable in our partnership so that you can get back to work changing lives for the better.
Endowments and foundations
Our Institutional Portfolio Solutions group works closely with you to understand your needs. We then customize a portfolio to help meet your objectives, and can act as your full-service, outsourced chief investment office (OCIO). Beyond investments, we advise on governance, operational efficiency and other best practices. By taking advantage of our team’s knowledge and experience, you’re free to focus on what matters most—the good work of your organization.
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.
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
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
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
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
- 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
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