Managing Director Investor Lead for the Nordics
Ian Balfour is Investor Lead for the Nordics at J.P. Morgan Private Bank. With decades of experience in finance, Ian provides ultra-high-net-worth individuals with timely investment strategies and advice.
Ian joined the firm in 1991, beginning his career in the CIB Fixed Income and Derivative Sales division. A decade later, Ian moved to the Private Bank in Milan, where he advised high net-worth clients on all of their wealth management needs.
For eight years he worked primarily from Geneva where he was an investor for the East Mediterranean region, then a banker in Turkey and Israel and ultimately Head of the Swiss market. Ian returned to South Africa and the CIB in 2009 as Head of Markets until 2021.
Ian holds a Bachelor’s degree in Economics and International Relations from Tufts University and an MBA from the Institute for Management Development (IMD).
Please tell us about yourself, and our team will contact you.
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.
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 in conjunction with these pages.