Raising the standard in
private banking

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At the World's Best Private Bank,* we are raising the standard in private banking, delivering an elevated experience shaped around you. Whether you’re focused on building, preserving or transferring wealth, we bring you a team of specialists in planning, investing, lending and banking, carefully curated to match your goals. Drawing on generations of accumulated knowledge, we help you seize opportunities with collective experience that can mitigate risks and maximize returns. And no matter how complex your needs are, you will discover that no one outgrows the Private Bank.


Our extensive array of capabilities answers specifically to the needs of wealthy clients  by offering them the advice and guidance they seek. It is an approach that is unique and powerful.

 

Wealth Planning

A team equipped to address any complex goal or challenge

  • Goals-based investing and advice- We help you identify your priorities, passions and pain points. Then we help you create a direct link between your goals and the wealth management strategies that can help you achieve them.
  • Tax-aware planning and structuring-We have a team dedicated to ensuring you know your options for structures, solutions and strategies that can help you more efficiently achieve your goals.
  • Experienced Wealth Advisors help you navigate the most complex situations while sharing their deep knowledge of efficient, impactful ways to structure and transfer wealth.
  • Access to specialists focused on planning for corporate executives and private business owners, and other professionals, with expertise in executive compensation and analytical techniques.

 

Investing

An investment approach and team that set us apart

  • Access-The size, scale and influence of JPMorgan Chase give you unparalleled access to strategies, services and the intellectual capital of our experienced professionals.
  • Customization-We tailor our CIO portfolios to suit your specific goals, while helping you navigate the impact of volatile markets to protect and grow your assets in the most cost-efficient way.
  • Innovation-Where we see a growth opportunity or unmet need in the market, we build new products and strategies to give you exclusive access.

 

 

Borrowing

Tailored borrowing strategies that can serve diverse objectives

  • Strategic home lending-Loan strategies can be tailored to meet the needs of those with complex balance sheets.
  • Match your borrowing needs to your assets-Access funds to meet short-to long-term goals by aligning your borrowing strategy to the assets you hold.
  • Aim to enhance returns-Add modest leverage to potentially generate yield or enhance returns by using low-cost capital from a line of credit.
  • Enhance liquidity for special purchases-A line of credit enables opportunistic investment, business liquidity or passion purchases.

Banking

Experience managing everyday cash needs and complex balance sheets

  • Dedicated Banking Personal Assistant-Who will first work with you to facilitate the transition of your banking experience. Then your service team will assist with everything from day-to-day transactions to more complex money movement  and currency requests. 
  • Access anytime, anywhere-You can access and make transactions from your personal and business accounts online or using your mobile device. Use our network of Chase branches and ATMs worldwide to get cash easily.
  • Cybersecurity and financial protection—It’s our top priority to protect your assets and information in the face of increasing fraud and cybercrime threats, as we invest in technology, controls, and people to keep you and your family safe.

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Important Information

J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products

 

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. Annuities 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. Please read the Legal Disclaimer in conjunction with these pages.

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

Equal Housing Lender Icon Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.