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Preserving a client’s assets with a fortress balance sheet

Situation

Hugo works in the financial industry and is well aware of how market cycles and economic crises can impact portfolios. He holds the majority of his wealth at a regional bank that was recently acquired by a different financial institution. This development, paired with Hugo’s desire to remain prepared for any economic environment, led him to reach out to a team at J.P. Morgan to see how he could keep his wealth safe.

Our approach

The J.P. Morgan team gave Hugo a detailed explanation of the firm’s fortress balance sheet, which helps keep client assets safe at all times. They informed him of the firm’s history of maintaining strong financials that help clients withstand extreme stress events, such as the Global Financial Crisis. The team also noted that various stress tests are performed internally in order to help protect client assets.

Outcome

Feeling assured by the strength of the fortress balance sheet, Hugo decided to move a large portion of his assets to J.P. Morgan. In addition, Hugo started working with his J.P. Morgan team to plan for the future.

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All case studies are shown for illustrative purposes only, and are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.

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