Global Institutional Wealth Management

Focused Access

As one of the most distinguished financial institutions in the world, we provide family investment groups access to exclusive opportunities, as well as customized services and solutions.

Our professionals can guide you on the complexities that accompany successful family enterprises, drawing on insights from across the firm.


Direct Investments

Choose from unique private investment opportunities sourced from proprietary as well as third-party sources.

We provide access to:

  • Direct and co-investment opportunities sourced from proprietary and third-party sources

  • Co-investment opportunities sourced from private equity firms

  • Minority and control investments

  • Ability to invest side-by-side in club deals with like-minded families

  • Exclusive proprietary investments

Institutional Investment Ideas & Trading

Gain access to institutional opportunities across global markets and asset classes:

  • Global markets coverage

  • Opportunistic investment themes

  • Execution across all asset classes

  • Proactive management of balance sheet risk

  • Coverage desks in New York, Geneva, Singapore, Hong Kong and London

Global Connectivity

Idea Flow


Institutional Discretionary Coverage

Support your long-term vision through insights, portfolio management and services focused on your balance sheet, legacy and not-for-profit entities.

Comprehensive services include:

  • Institutional discretionary portfolio management

  • Investment policy and advisory services

  • Consultative risk and liquidity analytics

  • Family/board education and governance

Family & Capital Advisory Services

As wealth is increasingly global, often subject to competing legal and tax regimes, take advantage of experienced guidance and perspective.
Strategies include:
  • Fiscal and cross-border planning
  • Philanthropic mission development and collaborative opportunities
  • Structured credit transactions
Resources to enhance philanthropic impact include:
  • Insights, thought leadership and strategic partnerships to help optimize the impact of your giving
  • Guidance on mission statements, grantmaking policy, and private-public partnership formation
  • Global forums that provide insight into advanced trends in philanthropy, including impact and socially responsible investing

Opportunities Across the Firm

Institutional Investment Ideas and Trading

We offer both public and private family-owned or –controlled businesses access to the following strategic advisory services:

  • Full-scale corporate finance services

  • Sell and buy side mandates

  • Mergers and acquisitions

  • Acquisition financing

The Team

John Duffy

John Duffy

Global Head of Institutional Wealth Management
J.P. Morgan Private Bank

Monica Issar

Monica Issar

Global Head of J.P. Morgan Endowments & Foundations Group
J.P. Morgan Private Bank

Roy J. Salamé

Roy J. Salamé

Head of Global Investment Opportunities
J.P. Morgan Private Bank

Willa Baynard

Willa Baynard

Head of Private Bank Partnership Group
J.P. Morgan Private Bank

Diane Whitty

Diane Whitty

Global Head
The Philanthropy Centre
at J.P. Morgan Private Bank


Looking Inside Today’s Single Family Office


From J.P. Morgan and the World Economic Forum: Insights into how some of the world’s wealthiest families are managing their fortunes and legacies.


Decoding the Elements of Sustainable Investing


The growth of sustainable investing has enabled a proliferation of different investment objectives, approaches and vehicles. We offer a quick guide.


Additional Insights

The Philanthropy Centre

The J.P. Morgan Philanthropy Centre offers the advice, learning opportunities and connections to help make your philanthropy a vital and effective force in your chosen field. Our Philanthropy advisors are deeply experienced professionals who can serve as your conduit to best practices, innovations, critical nonprofit networks—and the vast resources of our own global firm.

The Charitable Giving Fund

You have the power to make a positive change in the world. With the Charitable Giving Fund at J.P. Morgan, you have all the advantages of a donor-advised fund, and more.

Learn more about our firm and investment professionals through FINRA BrokerCheck

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you


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Information about your Investments and Potential Conflicts of Interest

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect to investment products purchased for a client’s portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account. Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward looking views in order to meet the portfolio's investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to I00 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

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