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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. 

IMPORTANT INFORMATION

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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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.

 

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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
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