Title Screen Copy
(00:01)
Introducing
The J.P. Morgan Private Bank
Financial Sponsors Group
Jason Gies
Market Manager,
Head of Financial Sponsors Group
(00:04)
We're fortunate enough to work with some of the finest money managers in the world. If we can provide ways and solutions for them on their personal wealth, so they can spend more time focused on their day jobs and delivering excellent returns to their limited partners, then we've succeeded.
TJ Slavin
Managing Director,
Market Head of Investments,
Financial Sponsors Group
(00:20)
We have institutional knowledge about what those clients need, and what their peers are doing, and we're able to apply that almost three decades worth of insight to all our clients.
Terry Woodard
Vice Chairman,
Financial Sponsors Group
(00:30)
People come to us because we can bring the holistic picture together for them. I think the fact that we have different professionals we can bring in to help clients with different aspects of their financial plan makes us very special.
Nicole Pasternak
Executive Director,
Banker
(00:44)
My job as a relationship manager is to be the captain of the team. Successful partners want advice on investments, but also structure and flexibility. They also want a trusted partner for the long term.
Fabio Lindia
Managing Director,
Banker
(00:58)
They want to make sure that the people that they're speaking to on their personal matters are also looking after a portion of their firm business. Because at the end of the day, their firm interest is the largest asset on their balance sheet.
Pierre van Wayenberge
Managing Director,
Investor
(01:10)
So, when you think about how we work with clients, we have an investment specialist working intimately with them on portfolio construction and asset allocation. We also have wealth advisors working with them on trust and estate issues. The fact that we can surround our clients with all these experts in their field leads to, in my view, a much better outcome.
Tracy Child
Managing Director,
Wealth Advisor
(01:31)
You could have the best plan on paper, but it's just paper unless it's administered properly, and someone is taking its temperature over time to make sure that it's still operating the way that you intended when you initially drafted it.
Fabio Lindia
(01:43)
So we now have the ability with 60 client-facing individuals within the firm to provide advice that is tailored to the private equity community up and down the wealth spectrum, from the founding and senior partner to the up-and-coming partner.
Nicole Pasternak
(1:54)
Understanding this client base and having a concentration is essential to providing really tailored, specific advice. Nobody knows the space better than we do.
Closing
J.P.Morgan Private Bank
(2:05)
Legal
(2:09)
JPMorgan Chase Bank, N.A. Member FDIC Not a commitment to lend. All extensions of credit are subject to credit approval.
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 ("PMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.
This material is for information purposes only and not an offer or solicitation to enter into a transaction. The views and strategies described in the material may not be appropriate for all individuals. JPMorgan Chase & Co., 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 transaction. "J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
© 2023 JPMorgan Chase & Co. All rights reserved. PB-18-1238
All figures as of February 2023
Title Screen Copy
(00:01)
Introducing
The J.P. Morgan Private Bank
Financial Sponsors Group
Jason Gies
Market Manager,
Head of Financial Sponsors Group
(00:04)
We're fortunate enough to work with some of the finest money managers in the world. If we can provide ways and solutions for them on their personal wealth, so they can spend more time focused on their day jobs and delivering excellent returns to their limited partners, then we've succeeded.
TJ Slavin
Managing Director,
Market Head of Investments,
Financial Sponsors Group
(00:20)
We have institutional knowledge about what those clients need, and what their peers are doing, and we're able to apply that almost three decades worth of insight to all our clients.
Terry Woodard
Vice Chairman,
Financial Sponsors Group
(00:30)
People come to us because we can bring the holistic picture together for them. I think the fact that we have different professionals we can bring in to help clients with different aspects of their financial plan makes us very special.
Nicole Pasternak
Executive Director,
Banker
(00:44)
My job as a relationship manager is to be the captain of the team. Successful partners want advice on investments, but also structure and flexibility. They also want a trusted partner for the long term.
Fabio Lindia
Managing Director,
Banker
(00:58)
They want to make sure that the people that they're speaking to on their personal matters are also looking after a portion of their firm business. Because at the end of the day, their firm interest is the largest asset on their balance sheet.
Pierre van Wayenberge
Managing Director,
Investor
(01:10)
So, when you think about how we work with clients, we have an investment specialist working intimately with them on portfolio construction and asset allocation. We also have wealth advisors working with them on trust and estate issues. The fact that we can surround our clients with all these experts in their field leads to, in my view, a much better outcome.
Tracy Child
Managing Director,
Wealth Advisor
(01:31)
You could have the best plan on paper, but it's just paper unless it's administered properly, and someone is taking its temperature over time to make sure that it's still operating the way that you intended when you initially drafted it.
Fabio Lindia
(01:43)
So we now have the ability with 60 client-facing individuals within the firm to provide advice that is tailored to the private equity community up and down the wealth spectrum, from the founding and senior partner to the up-and-coming partner.
Nicole Pasternak
(1:54)
Understanding this client base and having a concentration is essential to providing really tailored, specific advice. Nobody knows the space better than we do.
Closing
J.P.Morgan Private Bank
(2:05)
Legal
(2:09)
JPMorgan Chase Bank, N.A. Member FDIC Not a commitment to lend. All extensions of credit are subject to credit approval.
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 ("PMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.
This material is for information purposes only and not an offer or solicitation to enter into a transaction. The views and strategies described in the material may not be appropriate for all individuals. JPMorgan Chase & Co., 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 transaction. "J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
© 2023 JPMorgan Chase & Co. All rights reserved. PB-18-1238
All figures as of February 2023
