Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
Ayla Kalani:
J.P. Morgan Private Bank has been around for close to 200 years.
So the concept of legacy is not new to us.
When you are a J.P. Morgan Private Bank client, your legacy, first and foremost becomes our priority.
Andy:
J.P. Morgan Private Bank in Westlake Village stands out from everybody else by our approach of ensuring we’re providing the guidance and advice to our clients in a unique manner.
Dennis:
We are a deep bench of resources and intellectual capital that care about a client experience, and can pick up a conversation in virtually any discipline in finance, and have some kind of impact, or at least provide a new lens to view something that hopefully we can turn into a client relationship.
I think if there’s something really important to clients, it’s knowing that we are there when they need us.
Ayla:
Our clients have spent their lifetimes to create what they have created...
…and when you get to that level, it becomes important for you to be able to find the
right team of advisors that actually understand you, that can relate to you from within because they also live in the same community.
Dennis:
We have a stellar reputation… and I think it is our duty as frontline client-facing ambassadors… to make sure that we’re not overpromising, to make sure that we’re delivering things that are important to clients.
And I think when you’re dealing with peoples’ personal finances, that kind of trust, that level of trust is really, really important.
