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.

Click here to learn more about a recent direct investment opportunity.

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

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

WEF

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.

READ MORE

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.

READ MORE

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

THESE PRODUCTS AND SERVICES ARE ONLY AVAILABLE TO CLIENTS WHO QUALIFY AS INSTITUTIONAL INVESTORS.

Some of the products and/or services mentioned may not be available in all jurisdictions.

Regulatory Status

Bank products and services, including certain discretionary investment management products and services, are offered by JPMorgan Chase Bank, N.A. (JPMCB) and its affiliates. Securities are offered in the United States by J.P. Morgan Securities LLC (JPMS), an affiliate of JPMCB, and outside of the United States by other global affiliates as local legislation permits. JPMS is a member of FINRA and SIPC. Investment banking products and services are offered by JPMS and JPMCB.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

In the United Kingdom, material is issued by J.P. Morgan International Bank Limited (JPMIB) with the registered office located at 25 Bank Street, Canary Wharf, London E14 5JP, registered in England No. 03838766. JPMIB is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. In addition, material may be distributed by: JPMorgan Chase Bank, N.A. (“JPMCB”), Paris branch, which is regulated by the French banking authorities Autorité de Contrôle Prudentiel et de Résolution and Autorité des Marchés Financiers; J.P. Morgan (Suisse) SA, regulated by the Swiss Financial Market Supervisory Authority; JPMCB Dubai branch, regulated by the Dubai Financial Services Authority; JPMCB Bahrain branch, licensed as a conventional wholesale bank by the Central Bank of Bahrain (for professional clients only).

In Hong Kong, material is distributed by JPMCB, Hong Kong branch except to recipients having an account at JPMCB, Singapore branch and where any material relates to a collective investment scheme (other than private funds such as private equity and hedge funds) in which case it is distributed by Both JPMCB, Hong Kong branch and JPMSAPL are 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, material is distributed by JPMCB, Singapore branch except to recipients having an account at JPMCB, Singapore branch and where material relates to a collective investment scheme (other than private funds such as private equity and hedge funds) in which case it is distributed by J.P. Morgan (S.E.A.) Limited (“JPMSEAL”). Both JPMCB, Singapore branch and JPMSEAL are 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 JPMIB. The contents of any material provided have not been reviewed by any regulatory authority in Hong Kong, Singapore or any other jurisdictions.

With respect to countries in Latin America, the distribution of material may be restricted in certain jurisdictions. Receipt of material does not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. To the extent material 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.

In Brazil, materials are being distributed for informational purposes only and do not (and are not intended to) constitute an offer, sale or recommendation to any person with respect to any security. The products mentioned herein are not being offered or sold publicly in Brazil and will not be registered with the Brazilian Securities and Exchange Commission (CVM). Documents relating to the securities and its offering, as well as the information contained herein and therein may not be supplied to the public as a public offering in Brazil or be used in connection with any offer for subscription or sale to the public in Brazil.

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.

JPMorgan Chase & Co., its affiliates, subsidiaries and employees do not provide individual tax advice. Please consult your individual tax advisors prior to initiating any strategy.