Investing

Our commitment to helping customers in Latin America dates to the 19th century. As a result of our long and solid presence, we have developed reliable, long-term relationships with industry leaders, financial institutions, governments, family offices and Private Bank clients.

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We offer you the flexibility to meet your financial needs with confidence, anywhere in the world. And we bring you a team of bankers who know your preferences—and can connect you to the right investing, credit and advisory specialists, whenever you need them.

A coordinated team from every corner of the global market combining our distinct market insights with rigorous fundamental analysis. The result? Access to a world-class investment platform to help you realize your investing goals.

Always with your total portfolio in mind

An Integrated Approach

Planning & Advice

Your bank accounts, investments, taxes, philanthropy and other finances don’t exist in a vacuum. Our planning and advice services help bring them together into one comprehensive strategy to help you achieve your goals.

Investing

It’s about finding the right strategies to help you meet your goals. We help you get there with strategic advice and planning.

Lending

As your dedicated lending partner, we offer a strategic approach, working with you to craft the right financing solution, whether simple or complex, for your priorities and continued success.*

Banking

Significant assets warrant significant service. Our personal and business banking resources are fine-tuned to the complex finances and busy lives of people like you.

Trusts & Estates

Supporting your loved ones. Advancing your causes. Building a legacy. These are extremely important—and personal—goals. That’s only natural. And that’s why your choice of a trustee and executor is so critical.

Planning & Advice

How do you coordinate all your assets so they work in harmony—and toward your financial planning goals? It’s easy to find specialists in specific disciplines—taxes, business strategies, estate planning and charitable giving. But it’s hard to find a single, world-class resource with all those specialists pulling together and working with your other advisors to deliver a truly comprehensive wealth plan. You’ll find it with us. No matter where you are in your life, or how complex your needs might be, we’re ready to provide a tailored approach to helping your reach your goals.

Investing

When you’re ready to invest, you expect personalized advice and best-in-class service. And access to a wide range of distinct opportunities that can help you and your family achieve your goals. That’s what we provide. Because helping you meet your goals is the investment result that matters most to us.

Lending

Borrowing can play an important role in helping you reach your financial goals. That’s why we offer an extensive range of credit solutions to provide you with financing whenever you need it—whether for short- or longer-term liquidity, new acquisitions or investment opportunities. A true partner, we bring a strategic approach, tailored solutions and a holistic understanding of your borrowing needs in the context of your overall portfolio.*

*The discussion of loans or other extensions of credit in this material is for illustrative purposes only. No commitment to lend by J.P. Morgan should be construed or implied. Lines of credit are extended at the discretion of J.P. Morgan, and J.P. Morgan has no commitment to extend a line of credit or make loans available under the line of credit. Any extension of credit is subject to credit approval by the lender in accordance with the terms contained in definitive loan documents.

Banking

You have a complex financial life. So you need private banking that’s powerful, but also personal. We can help you streamline and simplify the ways you access your money. Offer you the flexibility to meet your financial needs with confidence, anywhere in the world. And bring you a team of bankers who know your preferences—and can connect you to the right investing, credit and wealth management professionals, whenever you need them.

Trusts & Estates

A true understanding of you, your family and your goals is the foundation on which we build lasting relationships. As your trustee or executor, we’re here to ensure your wishes and intentions are followed, and to make your life easier along the way. No matter the complexity of your assets, or how much your needs might change, we’re with you at every step—offering the experience and flexibility that make a difference.

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