Hedge Funds and Asset Managers

The banking powerhouse for financial founders, executives and their families

Bringing you the full offering of J.P. Morgan

As a top financial executive, you require a partner who understands the full scope of your personal and professional wealth. Our Financial Institutions Group provides a holistic approach, including  planning, lending, investing, banking, and insurance. Backed by J.P. Morgan’s full resources and fortress balance sheet, our specialized team prioritizes your personal, family, and business success.
Wealth Planning
We provide smart wealth transfer strategies to ensure your assets managed according to your wishes, with predictable tax outcomes. Our approach includes detailed analyses, lifestyle and gifting strategies, and trust solutions designed to minimize estate taxes.
Specialized Lending
We have a proven track record of supporting clients through all market cycles. With our market specialization, we can navigate lending solutions secured by illiquid and complex collateral, including hedge funds, fine art, aircraft, real estate and more.
Institutional-level advice
As your outsourced CIO, we deliver institutional-level trading ideas in equities, fixed income, and derivatives, along with bespoke portfolios. We provide advanced trading and customized solutions, with $80 billion under management in client capital across alternatives.
Banking
Banking is central to everything we do for our clients, and we thrive on its complexities. Your personally-dedicated and always-accessible banking team supports you with seamless account onboarding, streamlined cash management, advanced treasury solutions and more.

There is strength in our numbers

3890
founders, principals, leading executives and their families
450
hedge funds
50
banks and insurance companies
196
professionals on our team
$44B
assets under managment
$113B
assets under supervision

Our Financial Institutions Group Leadership Team

William Sinclair

Managing Director, Head of the Financial Institutions Group and the U.S. Family Office Practice

Chris Nay

Managing Director, Head of Investments

Robert Baynard

Vice Chairman

Gena Hatcher

Managing Director

Joanne Johnson

Managing Director, Wealth Advisor

Ron McGann

Vice Chairman

Camryn McGinnis

Executive Director, Market Team Lead

Jonathan Spira

Managing Director, Market Team Lead

High standards that match yours. How we work with you.

Your next move starts here

From customized financial strategies and investment management to structured lending and risk management, our experienced team is dedicated to helping hedge funds and asset managers navigate complex financial landscapes. Connect with us today to discover how we can partner to achieve your financial goals.

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. Insurance products 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 for J.P. Morgan Private Bank regional affiliates and other important information 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

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.

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