Individuals & Families
Supporting every stage of your wealth journey
Personal Wealth Planning
We understand your financial needs are dynamic and sophisticated, and we're here to help you achieve your unique goals. Whether you’re planning for the future, managing investments, or navigating life’s milestones, we’re here to provide professional guidance and support every step of the way.
Wealth Planning and Advice
Build a personalized strategy to pursue your goals and create your tailored wealth plan, powered by 200 years of banking experience. Once we get to know you, we use a goals-based approach to understand the intent you have for your wealth, and then align your resources and decisions to support those aims.
Credit and Lending
J.P. Morgan Private Bank provides a range of credit and lending solutions, including customized options such as securities-based lending, real estate financing and tailored credit facilities to support your personal requirements.
Investment Services
We build our investing strategy around you: your goals, your risk tolerance, your liquidity needs and your investing style. We then use the resources and expertise of the entire firm to build a bespoke strategy for you, delivering a customized asset allocation and implementation plan, shaped around you.
Contact us to discuss how we can help you experience the full potential on your wealth.
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Family Office Consulting
Building family wealth to create a lasting legacy
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A Changing World: Opportunities for Mobile High Net Worths
Integrating wealth and property portfolio planning – the first in a series of conversations between J.P. Morgan and Savills
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How to spot impersonations, scams and deepfakes
As cyber threats emerge and scammers enhance their impersonation efforts—leveraging AI in many cases—cybersecurity specialists at J.P. Morgan are also evolving with them.
