J.P. Morgan Private Bank brings indispensable intelligence and personalized insights to individuals and families across the globe.

Our Insights

Global intelligence and cultural perspectives that give you a broader spectrum of possibilities

Private Bank specialist finds Chase survey of business executives “worrying”—as some report having few plans for reinvestment, disruption or transition.

We’re all prone to  biases of some sort, but they can have consequences in investing. Here are some common fixed income misconceptions that are best avoided.

In a new weekly podcast, My Next Move, J.P. Morgan’s Michael Liersch brings insights from behavioral finance to help you identify—and master—the human issues at the intersection of money and the mind.

It’s not often a policy spurs equal interest and excitement across the public, private and non-profit sectors. But the Opportunity Zone community development program does just that.

Your lens on books, music and experiences to discover in 2019

Pace matters. So does endurance...reminders for marathon runners. Also applicable as guiding principles when investing.

Turkey’s currency crisis and U.S. economic factors aren’t likely to slow Fed tightening. We outline the implications for global markets.

Macro & Markets Cover - Railroad


Passionate pursuits we share with our clients

For collector and curator Beth DeWoody, life is a mission of endless discovery--of art, artists and like-minded collectors.

What inspired the León family to create one of the world’s most important collections of Dominican art? Here they share their vision.

What does a real estate empire have in common with one of the world’s finest collections of Latin American art? Jorge Pérez.

The Baldwin Cup sponsorship carries forward John Pierpont Morgan’s sailing enthusiasm.

Photograph of Yacht sailing boats at JP Morgan

Spanish master Joaquín Sorolla chronicled and shaped women’s fashion at the dawn of the 20th century. A new exhibit explores his remarkable vision.

Painter Hans Witschi’s journey from abstract art to the human experience began after 16 years in a Swiss children’s hospital.

Photograph of Hans Witschi

Your Objectives

Innovative strategies to help you enjoy your lifestyle today and leave a lasting legacy

Wealth Challenges

Global insights into complex wealth issues

Donors granted more than $454 million to many important causes in 2017, making big impacts on education and responding swiftly to natural disaster relief efforts.

test tubes

You don’t have to fumble for an answer. Here’s one father’s story and an expert’s insights.

Daddy Are We Rich

Social Security should be a factor in holistic discussions about your goals in general and retirement in particular.

A tree-lined walkway in Paris, France.

What can help you weather current market volatility and position your family’s assets for future growth?

Picture of a dart at the middle of a target.

Many causes need your support—but where and how should you get started? These six questions may help guide you as you set out to better the world.

A detail of a running track.

As a complement to your trust agreement, this letter can help inform trustees of your values and intentions

A new study affirms important generational shifts and trends among recently established U.S. family foundations.

Today’s 25- to 34-year-olds already face a number of retirement challenges. While these may only increase over time, planning now can help bridge the savings gap.

Investment Insights

Ideas and themes to take advantage of market trends around the globe

Our Capabilities

Possibilities become reality with the right advice, knowledge and plan to guide you forward

How Can You Best Prepare for the Future?

Decisions you make at every stage of life have long-lasting implications. We can help you make meaningful decisions for today and your future.

The Bucket List: When your money serves your goals

by Michael Liersch, Head of Goals-Based Advice & Strategy

You know what you want to accomplish. Here’s how to organize your wealth to help make it happen.

The start of the year is a perfect time to reassess your portfolio and ensure you’re on track for the retirement you want. Here’s how to do it right.

This Climate Week, we are as dedicated as ever to advancing sustainability worldwide. Here’s how you can help us further the fight.

What can help you weather current market volatility and position your family’s assets for future growth?

Picture of a dart at the middle of a target.

A couple creates a trust to ensure their daughter’s inheritance remains intact throughout her lifetime.

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.