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What We Do


PRIVATE BANKING SERVICES

No matter how complex your financial picture, you have a team with the knowledge
and experience you need. Private Banking that’s powerful—but also personal.


What We Do


PRIVATE BANKING SERVICES

No matter how complex your financial picture, you have a team with the knowledge
and experience you need. Private Banking that’s powerful—but also personal.




PRIVATE BANKING AT J.P. MORGAN IS A DIFFERENTIATED EXPERIENCE. HERE’S WHY.


OUR STRENGTH AND STABILITY

We are well-positioned to weather market volatility. Our fortress balance sheet
and a $700 million annual investment in cybersecurity¹ can help you entrust your
wealth with confidence.


GLOBAL REACH

Our vast network of Chase and partner branches and our top-ranked overall
digital platform² allow you to bank from anywhere in the world at your
convenience. 


HOLISTIC, PERSONALIZED ADVICE

A full view of your balance sheet—no matter how complex—allows our dedicated
service teams to be proactive and better curate advice to you.
Would you like to discuss private banking services with a J.P. Morgan Private
Bank team member?
Contact us


BANKING SERVICES

Personal Banking

Our dedicated service team takes the time to understand your goals and
personalize your banking experience to you.


Business Banking

Providing customizable business banking tools designed to evolve with your
business and optimize your operating cash.


Online and Mobile Banking

Our web-based tools and apps make it possible for you to access your accounts,
move money, protect your information and more.



CLIENT BANKING EXPERIENCES

Moving from another bank Flagging suspicious payments Assistance with card theft
Special withdrawal requests


A SEAMLESS ACCOUNT TRANSITION THAT LED TO PORTFOLIO OPTIMIZATION

Read more



A SUSPICIOUS PAYMENT IS FLAGGED, PROTECTING A CLIENT FROM FRAUD

Read more



CLIENT RECEIVES QUICK ASSISTANCE AFTER HAVING A DEBIT CARD STOLEN

Read more



HOW A SPECIAL WITHDRAWAL REQUEST WAS FULFILLED IN A SAFE AND TIMELY MANNER

Read more



CHOOSING WHERE AND HOW TO HOLD YOUR CASH RESERVES IS AS IMPORTANT AS ANY
INVESTMENT DECISION

Learn more




MEET THE TEAM


VISHAL THAKKAR

Managing Director, Global Head of Deposits and Custody


AMY JOGIS

Managing Director and Team Lead, Deposit & Cash Management Sales Manager


FRANK GREELEY

U.S. Head of Custody,

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PRIVATE BANKING SERVICES FAQS


WHAT IS PRIVATE BANKING?



Private banking is centered around you—it offers a personalized experience in
which your wealth needs and goals are at the forefront of every action. You
should have a one-on-one relationship with a banker who can help you organize,
manage and enhance your financial affairs. Private banking also offers special
access to planning, investing, borrowing and banking services, all in one place.
Assistance in trying to identify and reach the goals you set is also provided,
as well as connections to unique opportunities and people.


WHEN IS PRIVATE BANKING RIGHT FOR YOU?



When your wealth increases, so does the complexity of your finances and
potential opportunities and risks. From individual investors with sophisticated
financial needs to large, complex family offices, private banking can help you
experience the full potential of wealth. A private bank offers services, access
and insights designed to benefit you.


HOW DO YOU EVALUATE A PRIVATE BANK?



To make sure you receive the services, expertise and access that the best
private banks should provide, consider:

 * The level of personalized service
 * The access gained when becoming a client
 * If the bank has the resources and capabilities to serve your needs
 * The security of your assets and how they will be protected
 * Economic indicators and the stability of the bank


WHAT DOES PRIVATE BANKING AT J.P. MORGAN OFFER?



We offer a variety of services to meet your needs. Our J.P. Morgan service teams
take a holistic, personalized approach to advice, and utilize the offerings of a
global investment firm and bank to guide you through your entire wealth journey.
Our fortress balance sheet and substantial investments in cybersecurity help us
protect clients through generations. Plus, our global presence and digital
platform make banking anywhere and at any time convenient.

1As of May 2024.

2Greenwich Associates Digital Banking Benchmark Study, as of 2023.



Important Information

This material is for information purposes only, and may inform you of certain
products and services offered by private banking businesses, part of JPMorgan
Chase & Co. (“JPM”). Products and services described, as well as associated
fees, charges and interest rates, are subject to change in accordance with the
applicable account agreements and may differ among geographic locations. Not all
products and services are offered at all locations. If you are a person with a
disability and need additional support accessing this material, please contact
your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for
assistance. Please read all Important Information.

 

GENERAL RISKS & CONSIDERATIONS



 

Any views, strategies or products discussed in this material may not be
appropriate for all individuals and are subject to risks. Investors may get back
less than they invested, and past performance is not a reliable indicator of
future results. Asset allocation/diversification does not guarantee a profit or
protect against loss. Nothing in this material should be relied upon in
isolation for the purpose of making an investment decision. You are urged to
consider carefully whether the services, products, asset classes (e.g. equities,
fixed income, alternative investments, commodities, etc.) or strategies
discussed are suitable to your needs. You must also consider the objectives,
risks, charges, and expenses associated with an investment service, product or
strategy prior to making an investment decision. For this and more complete
information, including discussion of your goals/situation, contact your J.P.
Morgan team.

 

NON-RELIANCE

 

Certain information contained in this material is believed to be reliable;
however, JPM does not represent or warrant its accuracy, reliability or
completeness, or accept any liability for any loss or damage (whether direct or
indirect) arising out of the use of all or any part of this material. No
representation or warranty should be made with regard to any computations,
graphs, tables, diagrams or commentary in this material, which are provided for
illustration/ reference purposes only. The views, opinions, estimates and
strategies expressed in this material constitute our judgment based on current
market conditions and are subject to change without notice. JPM assumes no duty
to update any information in this material in the event that such information
changes. Views, opinions, estimates and strategies expressed herein may differ
from those expressed by other areas of JPM, views expressed for other purposes
or in other contexts, and this material should not be regarded as a research
report. Any projected results and risks are based solely on hypothetical
examples cited, and actual results and risks will vary depending on specific
circumstances. Forward-looking statements should not be considered as guarantees
or predictions of future events.

 

Nothing in this document shall be construed as giving rise to any duty of care
owed to, or advisory relationship with, you or any third party. Nothing in this
document shall be regarded as an offer, solicitation, recommendation or advice
(whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or
its officers or employees, irrespective of whether or not such communication was
given at your request. J.P. Morgan and 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 transactions.

 

LEGAL ENTITY, BRAND & REGULATORY INFORMATION

 

In the United States, bank deposit accounts and related services, such as
checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A.
Member FDIC.

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer
investment products, which may include bank managed investment 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 JPM. Products not available in all states.

 

In Germany, this material is issued by J.P. Morgan SE, with its registered
office at Taunustor 1 (TaunusTurm), 60310 Frankfurt am Main, Germany, authorized
by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin) and jointly
supervised by the BaFin, the German Central Bank (Deutsche Bundesbank) and the
European Central Bank (ECB). In Luxembourg, this material is issued by J.P.
Morgan SE – Luxembourg Branch, with registered office at European Bank and
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Securities Market Commission (CNMV); registered with Bank of Spain as a branch
of J.P. Morgan SE under code 1567. In Italy, this material is distributed by
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Greece, authorized by the Bundesanstalt für Finanzdienstleistungsaufsicht
(BaFin) and jointly supervised by the BaFin, the German Central Bank (Deutsche
Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE – Athens Branch
is also supervised by Bank of Greece; registered with Bank of Greece as a branch
of J.P. Morgan SE under code 124; Athens Chamber of Commerce Registered Number
158683760001; VAT Number 99676577. In France, this material is distributed by
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75001 Paris, France, authorized by the Bundesanstalt für
Finanzdienstleistungsaufsicht (BaFin) and jointly supervised by the BaFin, the
German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB)
under code 842 422 972; J.P. Morgan SE – Paris Branch is also supervised by the
French banking authorities the Autorité de Contrôle Prudentiel et de Résolution
(ACPR) and the Autorité des Marchés Financiers (AMF). In Switzerland, this
material is distributed by J.P. Morgan (Suisse) SA, with registered address at
rue du Rhône, 35, 1204, Geneva, Switzerland, which is authorised and supervised
by the Swiss Financial Market Supervisory Authority (FINMA) as a bank and a
securities dealer in Switzerland.

 

In Hong Kong, this material is distributed by JPMCB, Hong Kong branch. JPMCB,
Hong Kong branch is regulated by the Hong Kong Monetary Authority and the
Securities and Futures Commission of Hong Kong. In Hong Kong, we will cease to
use your personal data for our marketing purposes without charge if you so
request. In Singapore, this material is distributed by JPMCB, Singapore branch.
JPMCB, Singapore branch is regulated by the Monetary Authority of Singapore.
Dealing and advisory services and discretionary investment management services
are provided to you by JPMCB, Hong Kong/Singapore branch (as notified to you).
Banking and custody services are provided to you by JPMCB Singapore Branch. The
contents of this document have not been reviewed by any regulatory authority in
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caution in relation to this document. If you are in any doubt about any of the
contents of this document, you should obtain independent professional advice.
For materials which constitute product advertisement under the Securities and
Futures Act and the Financial Advisers Act, this advertisement has not been
reviewed by the Monetary Authority of Singapore. JPMorgan Chase Bank, N.A., a
national banking association chartered under the laws of the United States, and
as a body corporate, its shareholder’s liability is limited.

 

With respect to countries in Latin America, the distribution of this material
may be restricted in certain jurisdictions. We may offer and/or sell to you
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with such restrictions. To the extent this content makes reference to a fund,
the Fund may not be publicly offered in any Latin American country, without
previous registration of such fund´s securities in compliance with the laws of
the corresponding jurisdiction.

 

JPMorgan Chase Bank, N.A. (JPMCBNA) (ABN 43 074 112 011/AFS Licence No: 238367)
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Australian Prudential Regulation Authority. Material provided by JPMCBNA in
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now or if you cease to be a Wholesale Client at any time in the future.

 

JPMS is a registered foreign company (overseas) (ARBN 109293610) incorporated in
Delaware, U.S.A. Under Australian financial services licensing requirements,
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information provided in this material is not intended to be, and must not be,
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the meaning given in section 761G of the Act. Please inform us immediately if
you are not a Wholesale Client now or if you cease to be a Wholesale Client at
any time in the future.

 

This material has not been prepared specifically for Australian investors. It:

 

 * May contain references to dollar amounts which are not Australian dollars;
 * May contain financial information which is not prepared in accordance with
   Australian law or practices;
 * May not address risks associated with investment in foreign currency
   denominated investments; and
 * Does not address Australian tax issues.

References to “J.P. Morgan” are to JPM, its subsidiaries and affiliates
worldwide. “J.P. Morgan Private Bank” is the brand name for the private banking
business conducted by JPM. This material is intended for your personal use and
should not be circulated to or used by any other person, or duplicated for
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wish to receive these communications, please contact your J.P. Morgan team.

 

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To learn more about J.P. Morgan’s investment business, including our accounts,
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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
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Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products
are made available through Chase Insurance Agency, Inc. (CIA), a licensed
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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 key important J.P. Morgan Private Bank
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
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