J.P. Morgan Private Bank

J.P. Morgan Private Bank (or JPMorgan PB) is the marketing name for private banking business conducted by JPMorgan Chase and its subsidiaries. The company offers a broad array of financial services and solutions to high- and ultra-high-net-worth individuals, families, foundations, endowments and businesses. These services include:

Investment management: JPMorgan PB has a team of experienced investment professionals who work closely with clients to develop customized investment strategies that align with their specific financial goals and risk tolerance. This can include traditional investments such as stocks and bonds as well as alternative investments such as hedge funds and private equity.

Trust and estate services: The Private Bank provides a range of trust and estate planning services, including help with setting up trusts, creating wills and managing estates and other complex assets.

Lending and banking solutions: JPMorgan Private Bank offers a variety of lending and banking services including residential and commercial mortgages, loans for acquisitions and leveraged buyouts and financing for private equity transactions.

Capital markets and advisory services: The bank has teams of experts in areas such as mergers & acquisitions, restructuring and debt & equity capital markets, who can help clients with everything from investment strategy to risk management.

With the backing of the JPMorgan Chase & Co and its history of over 200 years in banking, the Private Bank has the reputation for providing a level of service, expertise and capabilities that is among the best in the industry. JP Morgan was named Best Global Private Bank/Wealth Manager Overall by Euromoney and Best Private Bank in the World and U.S. by Global Finance (2023). JPMorgan PB currently oversees approximately $1.9 trillion in client assets globally.

Head office address:
390 Madison Avenue
New York, NY 10017
United States
Phone number: 212 464 0203
Website: privatebank.jpmorgan.com