J.P. Morgan Private Bank è stata votata "Best Global Private Bank/Wealth Manager Overall" del 2022 nel sondaggio annuale sul settore del Private Banking condotto da Euromoney ed ha ricevuto più premi rispetto a tutte le altre società.
"Abbiamo perfezionato il nostro approccio per oltre 150 anni e siamo estremamente entusiasti che i nostri clienti, e i nostri colleghi, abbiano riconosciuto il valore apportato dai nostri consulenti alle famiglie e alle loro attività", afferma Mary Callahan Erdoes, CEO, J.P. Morgan Asset & Wealth Management
Siamo inoltre profondamente soddisfatti che J.P. Morgan Private Bank si sia collocata al primo posto in così tante categorie premiate da Euromoney quest'anno. J.P. Morgan infatti ha dominato la classifica di Euromoney del 2022, ricevendo più premi di qualsiasi altra società. A livello globale, J.P. Morgan è stata dichiarata:
- Best Global Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients
- Best Investment Management
- Best Research and Asset Allocation Advice
- Best Capital Markets and Advisory
- Best Serving Business Owners
Il prestigioso sondaggio annuale sui mercati bancari e finanziari mondiali ha riconosciuto lo straordinario servizio offerto da J.P. Morgan Private Bank in un anno complesso.
Euromoney è la principale pubblicazione sui mercati bancari e finanziari mondiali. Nel 2021 è stata pubblicata la 18° edizione del suo Private Banking and Wealth Management Survey: il principale barometro del settore sui migliori fornitori di prodotti e servizi per i clienti facoltosi di tutto il mondo. Questo sondaggio annuale rappresenta una rassegna sulla qualità dei migliori servizi di private banking, suddivisi per regione e per area di servizio.
Sono in molti ad aver riconosciuto il servizio reso da J.P. Morgan Private Bank ai propri clienti
Le lodi di Euromoney sono giunte poco dopo che, per il terzo anno di fila, la rivista Global Finance aveva dichiarato J.P. Morgan "migliore private bank al mondo" del 2022, nonché "migliore private bank in Nord America" e "migliore private bank negli Stati Uniti".
Il comitato editoriale di Global Finance seleziona i vincitori dei premi Private Bank con il contributo di dirigenti e addetti ai lavori del settore. I redattori utilizzano inoltre le informazioni fornite dalle banche partecipanti e si avvalgono di ricerche indipendenti, allo scopo di valutare una serie di fattori oggettivi e soggettivi. Secondo la pubblicazione, i vincitori non coincidono sempre con gli istituti di maggiori dimensioni, bensì con "i migliori, le cui qualità ricevono punteggi elevati dagli individui alla ricerca di un fornitore."
Parliamone presto
Non c'è niente di più gratificante per noi che aiutare i nostri clienti a realizzare gli obiettivi che hanno scelto per le proprie vite, famiglie, comunità, ecc.
A tutti i nostri clienti, grazie per la fiducia che riponete in J.P. Morgan Private Bank e per il privilegio di lavorare con voi.
Se siete interessati a diventare clienti, parliamone. Potete contattarci tramite il seguente modulo.
Lista completa dei premi
Premi globali
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Capital Markets and Advisory
- Serving Business Owners
Premi regionali
America Latina
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- Technology(a) Innovative or Emerging Technology Adoption
- Family governance/succession planning
Medio Oriente
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Capital Markets and Advisory
Paesi nordici
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Nord America
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Philanthropic Advice
- ESG/Sustainable investing
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
- Family governance/succession planning
Europa occidentale
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Research and Asset Allocation Advice
Premi nazionali
Colombia
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Philanthropic Advice
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- International Clients (serving domestic clients that require access to global markets and global banking)
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
Costa Rica
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Best Private Bank/Wealth Manager for High Net Worth clients (>US$5m - US$30m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- ESG/Sustainable investing
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- International Clients (serving domestic clients that require access to global markets and global banking)
Repubblica dominicana
- Best Private Bank/Wealth Manager Overall
- Research and Asset Allocation Advice
Ecuador
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
Egitto
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Capital Markets and Advisory
- Family governance/succession planning
Finlandia
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Grecia
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
Guatemala
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- ESG/Sustainable investing
- Next Generation
- Capital Markets and Advisory
- Technology(a) Innovative or Emerging Technology Adoption
Hong Kong SAR
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
Indonesia
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Research and Asset Allocation Advice
Israele
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Philanthropic Advice
- ESG/Sustainable investing
- Next Generation
- Capital Markets and Advisory
- International Clients (serving domestic clients that require access to global markets and global banking)
- Technology(b) Data Management and Security in Private Banking and Wealth Management
Italia
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- International Clients (serving domestic clients that require access to global markets and global banking)
Kuwait
- Research and Asset Allocation Advice
Libano
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Lussemburgo
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Serving Business Owners
- International Clients (serving domestic clients that require access to global markets and global banking)
Malaysia
- Investment Management
- Family Office Services (either independent or department)
Messico
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Research and Asset Allocation Advice
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
Monaco
- Technology(a) Innovative or Emerging Technology Adoption
Paesi Bassi
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
Norvegia
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Oman
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Family Office Services (either independent or department)
- ESG/Sustainable investing
- Technology(a) Innovative or Emerging Technology Adoption
Panama
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Family governance/succession planning
Paraguay
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- Capital Markets and Advisory
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
- Family governance/succession planning
Perù
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Research and Asset Allocation Advice
- Philanthropic Advice
- ESG/Sustainable investing
- Capital Markets and Advisory
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
- Family governance/succession planning
Filippine
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Arabia Saudita
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Investment Management
- Capital Markets and Advisory
- Serving Business Owners
Singapore
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Svezia
- Investment Management
Turchia
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
Emirati Arabi Uniti
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- Technology(a) Innovative or Emerging Technology Adoption
- Family governance/succession planning
Regno Unito
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Research and Asset Allocation Advice
- Capital Markets and Advisory
- International Clients (serving domestic clients that require access to global markets and global banking)
- Technology(a) Innovative or Emerging Technology Adoption
Stati Uniti
- Best Private Bank/Wealth Manager Overall
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- ESG/Sustainable investing
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- International Clients (serving domestic clients that require access to global markets and global banking)
- Technology(a) Innovative or Emerging Technology Adoption
- Technology(b) Data Management and Security in Private Banking and Wealth Management
- Family governance/succession planning
Uruguay
- Best Private Bank/Wealth Manager for Mega High Net Worth Clients (> US$250m)
- Best Private Bank/Wealth Manager for Ultra High Net Worth clients (>US$30m - US$250m)
- Investment Management
- Family Office Services (either independent or department)
- Research and Asset Allocation Advice
- Philanthropic Advice
- Next Generation
- Capital Markets and Advisory
- Serving Business Owners
- Technology(a) Innovative or Emerging Technology Adoption