Medellin

Our Offices

Our dedicated teams of advisors serving Latin America bring a deep knowledge of local markets informed by a global perspective. With regional support from our offices in key Latin American cities, as well as in the United States and Switzerland, we specialize in providing wealth planning, investing, lending and trusts solutions. Our network of specialists can help you define and achieve your goals—always with your full financial picture in mind.

We Recommend

Estrategia de inversión

Conflicto comercial e impacto sobre América Latina

Expertos analizan los pilares que sustentan la guerra comercial entre EE.UU. y China, la reacción de los mercados, y el impacto…

Franco Uccelli

Jun 27, 2019

Planificación basada en objetivos

¿Su generación sabe qué es lo mejor cuando se trata de…

Tal vez no. La toma de decisiones financieras es sorprendentemente similar entre generaciones. Estos consejos pueden ayudarnos …

Michael Liersch

Aug 12, 2019

Estrategia de inversión

Curva peligrosa

La inversión de la curva de rendimiento de los bonos del tesoro de EE.UU. es por lo general un signo de recesión inminente. ¿Es…

Franco Uccelli

Aug 23, 2019

more insights

Additional Services

Planning & Advice

Goals-based investing and advice

Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Investing

Impact investing

Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.

Planning & Advice

Cross-border wealth advisory

Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Investing

Thematic managed strategies

Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.

Planning & Advice

Protecting your personal wealth

Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.

Banking

Digital capabilities for Non-U.S. Clients

As part of your J.P. Morgan Private Bank relationship, you have access to industry-leading online tools, no matter where you are in the world.

Planning & Advice

Goals-based investing and advice

Planning & Advice

Estate planning

Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.

Planning & Advice

Cross-border wealth advisory

Planning & Advice

Business owner advisory

Owning a business comes with its own set of challenges. That’s why we offer strategic, impartial advice and a sounding board whenever you need it.

Planning & Advice

Executive compensation advisory

Our specialists have thought through the big challenges facing today’s corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.

Planning & Advice

Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.

Planning & Advice

Cybersecurity & fraud awareness

We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.

Planning & Advice

Family wealth management

We provide personalized wealth advice, planning and management for families with complex financial needs.

Investing

Managed portfolio strategies

What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.

Investing

Alternative investments

Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.

Investing

Brokerage

At the Private Bank, we give you more than just execution. You'll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.