Longtime J.P. Morgan Private Bank Client, Bruno, who is originally from Brazil but has lived in Singapore for the past 12 years, recently decided that he wanted to diversify his investments without adding too much risk to his portfolio. Bruno called his J.P. Morgan team member, Maria, to discuss different ways he could achieve this.
Upon reviewing Bruno’s current positions and listening to his new goals, Maria reached out to the Currencies, Commodities & Interest Rates team, which proposed adding gold to Bruno’s portfolio. This would provide diversification, which would address some of his concerns around currency and inflation. In the past, gold has enhanced portfolio returns on a risk-adjusted basis. They all worked together to determine what allocation of gold would enhance Bruno’s portfolio performance.
Bruno was able meet his goals, within his risk tolerance, with his J.P. Morgan team.
All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation. They are based on current market conditions that constitute our judgment and are subject to change. Results shown are not meant to be representative of actual results or experience of other individuals. Past performance is no guarantee of future results.